Team Lead, Patient Access

Remote, USA
Posted Jun 14, 2026
Full-time

Job Purpose

The Team Lead, Patient Access will be the subject matter expert for insurance verification, registration edits, referrals, and authorizations. The Team Lead, Patient Access will support the Supervisor in the fulfillment of their responsibilities as well as support the team at the rep level including, reports, analytics, productivity, quality, daily monitoring, facilitating daily huddles, projects, and providing direction that aligns/supports departmental and associate targets and goals. In addition, this role must coordinate the training, ramp up training schedule, and mentorship for new hires that are onboarding onto the team.  

 

Duties and Responsibilities

Works effectively with insurance companies to obtain/verify pre-certification/ authorization for services

Ability to understand/interpret documented clinical information and relay pertinent medical/clinical information to the insurance company 

Faxes to pre-certification request form to insurance company

Maintains files and security of confidential information utilizing host system to scan and input data as per established procedures

Verifies medical insurance information and documents in scheduling/registration modules

Accurately enters and updates patient data, and other general data, into the computer system

Patient intake; insurance verification, notification of copays/patient liability and confirmation of demographics 

Maintain account work progress, including but not limited to updating authorization logs, account referral in EMR, authorization paperwork and issue reports

Demonstrates knowledge of varied managed care insurance and regulatory guidelines

Meets and maintains daily productivity/quality standards established in departmental policies 

Uses the MPower workflow system, client host system and other tools available to them to collect payments and resolve accounts 

Adheres to the policies and procedures established for the client/team 

Communicate effectively with physician offices and patients.

Place outbound call to patients with precertification notification.

Work independently from assigned work queues

Always maintain confidentiality 

Maintain a professional attitude 

Other duties as assigned by the management team 

Use, protect and disclose patients’ protected health information (PHI) only in accordance with Health Insurance Portability and Accountability Act (HIPAA) standards

Understand and comply with Information Security and HIPAA policies and procedures at all times 

Limit viewing of PHI to the absolute minimum as necessary to perform assigned duties 

Qualifications

High school diploma or equivalent required

Preferred experience in a Team Lead or coordinator role

Medical terminology knowledge required

Minimum of 2-3 years of healthcare or physician's office related experience in obtaining and handling pre-authorizations

Extensive knowledge of individual payor websites, including eviCore, Navinet and Novitasphere

Knowledge of Medical Terminology, CPT Codes, Modifiers and Diagnosis Codes 

Ability to work well individually and in a team environment

Strong organizational and task prioritization skills

Proficiency with MS Office. Must have basic Excel skillset 

Experience with GE Centricity, EPIC PB, Allscripts, Cerner, preferred 

Strong communication skills/oral and written 

Strong organizational skills 

Strong interpersonal skills, ability to communicate well at all levels of the organization 

Strong problem solving and creative skills and the ability to exercise sound judgment and make decisions based on accurate and timely analyses 

High level of integrity and dependability with a strong sense of urgency and results oriented

Excellent written and verbal communication skills required 

Gracious and welcoming personality for customer service interaction 

Working Conditions

Must possess a smart-phone or electronic device capable of downloading applications, for multifactor authentication and security purposes. 

Physical Demands: While performing the duties of this job, the employee is occasionally required to move around the work area; Sit; perform manual tasks; operate tools and other office equipment such as computer, computer peripherals and telephones; extend arms; kneel; talk and hear.

Mental Demands: The employee must be able to follow directions, collaborate with others, and handle stress.

Work Environment: The noise level in the work environment is usually minimal.

 

Med-Metrix will not discriminate against any employee or applicant for employment because of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, veteran status, other non-merit based factors, or any other characteristic protected by federal, state or local law.

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