Patient Access Lead

About CLS Health

CLS Health is a growing healthcare system in Houston, Texas that is taking a different approach to healthcare. We are a physician-led healthcare group that focuses on providing patients with holistic, multispecialty care. We're a dynamic team on a mission to provide better healthcare options for Houstonians!

Job Description: 

As a Patient Access Lead, you will support the daily operations of the patient access department by serving as a 

resource for team members and assisting with referrals, insurance authorizations, patient registration, scheduling, 

and front-office workflows. The Patient Access Lead acts as a liaison between staff, providers, and leadership to 

ensure efficient operations, high-quality patient service, and compliance with organizational policies and 

procedures. 

Major Duties/Critical Tasks: 

• Coordinate referral processes and ensure required authorizations and documentation are completed. 
• Monitor referral statuses and communicate with providers, insurance companies, and patients regarding 
• referral updates. 
• Process pre-authorizations and verify insurance eligibility and benefits. 
• Maintain accurate authorization and referral records in the EHR. 
• Assist with insurance denials and authorization follow-up activities. 
• Support front desk operations, including patient registration, scheduling, check-in/check-out, and payment 
• collection. 
• Verify insurance coverage, demographic information, and patient accounts. 
• Ensure accurate documentation and compliance with patient access procedures. 
• Assist with daily cash reconciliation and financial closeout processes. 
• Provide phone coverage and assist with patient communications as needed. 
• Serve as a resource and mentor for Patient Access Representatives and front desk staff. 
• Assist with onboarding and training of new employees. 
• Provide guidance on workflows, policies, and best practices. 
• Monitor work queues and help ensure timely completion of tasks. 
• Escalate operational concerns to leadership as appropriate. 
• Support quality improvement initiatives and process enhancements. 
• Maintain knowledge of payer requirements, HIPAA regulations, and organizational policies. 
• Promote accurate documentation and adherence to patient access standards. 
• Participate in ongoing training and educational activities. 
• Performs other related duties as assigned.

• High School Diploma or GED required. 
• Associate degree in Healthcare Administration, Business Administration, or related field preferred. 
• 2–4 years of patient access, registration, scheduling, insurance verification, or healthcare administrative 
• experience. 
• Previous experience serving as a lead, trainer, mentor, or senior team member preferred. 
• Experience with EHR systems and insurance verification processes required.