Medical Services Coordinator Team Lead (GO3802 - Metro Specialty)

About the Role

The Medical Services Coordinator Team Lead performs front office duties and related support services, assisting in the delivery of healthcare to patients across all specialty areas. This role mentors, trains, and provides guidance to clinic support staff, monitors provider schedules, and serves as a backup to the practice manager or supervisor.

Responsibilities

• Mentors, trains, and provides guidance to clinic support staff in day-to-day front office operations.
• Greets patients promptly and addresses their requests, inquiries, and concerns in a timely, professional manner.
• Verifies and activates patient insurance plans in the Electronic Practice Management (EPM) system.
• Manages patient account balances, including cash collection, old balances, and same-day service balances.
• Responds to patient billing and insurance inquiries and refers patients for funding eligibility screening.
• Oversees the waiting area, ensuring an efficient check-in process and escalating issues to management as needed.
• Registers patients, updates demographics, and verifies insurance plans.
• Ensures accurate posting of encounter data and correct selection of funding or insurance plans.
• Reconciles daily payments collected with the EPM system collections report.
• Assists clinical staff with administrative tasks, such as follow-ups on referrals, encounter charge completion, and returning patient calls.
• Prepares for and participates in internal and external audits.
• Obtains health plan member rosters and contacts members to schedule annual, initial, or recall visits.
• Monitors providers’ daily schedules to ensure appointments are filled at capacity.
• Prepares for the next day’s clinic by reviewing appointments, noting insurance or payment alerts, and updating patient information.
• Performs patient dismissal, including scheduling follow-up appointments and collecting remaining patient charges.
• Provides exceptional internal and external customer service, addressing concerns before the end of each interaction.
• Assists other departments as needed and performs additional related duties as assigned.

Requirements

• High school diploma or equivalent required.
• Minimum two (2) years of experience in medical front office duties.
• Must complete up to 30 hours of training to obtain Consumer Assistance Certification within six (6) months of hire and maintain annual recertification.
• Experience with EMR/EHR systems preferred.
• Demonstrated attention to detail and strong interpersonal and organizational skills.
• Experience with insurance verification and healthcare billing required.
• Proficient in Microsoft Word, Excel, and Outlook.
• Ability to handle multiple tasks efficiently with minimal supervision.
• Bilingual in English and Spanish preferred.

Physical Activities and Requirements

• Finger Dexterity: Using fingers for small movements such as typing or picking up small objects.
• Talking: Frequently conveying detailed or important instructions or ideas accurately and clearly.
• Hearing: Able to hear average or normal conversations and receive ordinary information.
• Repetitive Motions: Regular use of wrists, hands, and fingers.
• Visual: Average visual acuity necessary to prepare or inspect documents and materials.
• Physical: Sedentary work; sitting most of the time. May lift items such as folders, files, or equipment weighing up to 25 lbs.