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!

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.

• 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.