Lead Processing/Phlebotomist - Kennestone

Job Summary

Under the supervision of the Outreach Supervisor or designee, performs technical and non-technical duties within the WellStar Laboratory Outreach specimen collection locations. Duties include, but are not limited to, WellStar EPIC system patient registration; WellStar EPIC system insurance and ICD-10 data entry; WellStar EPIC system laboratory test order entry; Quest Laboratory and Lab Corp systems patient registration; Quest Laboratory and Lab Corp systems insurance and ICD-10 data entry; Quest Laboratory and Lab Corp systems test order entry; resolving all Customer Service problems and issues at assigned in-office phlebotomy and patient service center locations; properly preparing and packing specimens for transport to analyzing laboratory; properly and accurately performing phlebotomy specimen collection; performing Quality Assurance and maintenance checks on all equipment in accordance with CLIA and CAP guidelines; and all other duties as assigned. Responsible for leadership tasks including and not limited to managing daily on-site operations, daily communication with office personnel (office manager, MAs, & physicians), on-site training of team members, staff rotation schedule preparation, investigating and resolving lab process problems, monthly raw and statistical data collection, and maintenance of appropriate supply inventory. Local travel required.

Core Responsibilities and Essential Functions

1. Perform Patient Registrations
   • Check all lab orders (Epic/ Manual) for accuracy (patient identification, testing and insurance), in accordance to national patient safety goals
   • Accurately registers patient in Epic. Check all lab orders (electronic or manual) verifying the correct lab is chosen dependent upon patients insurance
   • Verify all expected dates
   • Verify accurate test information is captured in multiple registration systems (WellStar Epic System or the Quest and Lab Corp systems)
   • Verify that insurance is current, correct and verified in the registration system
   • Scan all patient information in the EPIC system (ID, insurance card, manual lab orders)
   • Order test(s) in computer system and follows special procedures for test reporting requirements. Collaborates with physician, and office staff to verify accuracy
   • Verify test reports/results are sent to appropriate personnel. (Physician and/or appropriate office)
   • Verify activity is recorded and performs monthly audit reports of all registrations for non-WellStar labs
   • Verify all STATs are sent to laboratory within time guidelines. (Schedule all STAT pick-ups)
   • Print ABN (if required), present to patient provide verbal explanation and obtain signature
   • Collect payments for SP3 (Time of Service patients) for all approved lab test. (credit card, check, money order)
2. Lead Responsibilities (for on-site staff located at same facility)
   • Coordinate the work of the on-site POSS staff to ensure that production is consistent and appropriate service levels are maintained
   • Responsible for daily communication with office staff (office manager, MAs, & physicians), supervisors, and interdepartmental staff, to resolve client / patient issues
   • Responsible for training, coaching, and providing input on the performance evaluations of the on-site POSS staff
   • Review daily pending logs; researching missing results, duplicate tests, no shows, & order errors
   • Cover any open shifts and lunches on-site as well as the assigned site locations
   • Play in important role in the dissemination of information to on-site co-workers
   • Prepares monthly workstation rotation schedule for on-site lab personnel
   • Responsible for the inventory and supply order process for lab area, to include adequate stock with minimal waste due to expiration
   • Responsible for ordering supplies from WellStar Lab, Quest Lab, & Lab Corp Lab and maintaining adequate inventory at all times rotate stock and discard all expired stock
   • Collaborates with the Supervisor on continued process improvements
   • Rounding on team members in the assigned site area to provide workflow assistance or any other needs
   • Team building, assist with increasing team morale
   • Escalates any issues appropriately that may arise outside of the Leads scope
   • All other duties as assigned within the scope of the position
3. Customer Service Support
   • Assisting Physicians/Office staff with ordering labs in Epic correctly. (Future/ Standing/Clinic Collect orders)
   • Notifying physicians, or designee, immediately of critical lab results as requested
   • If necessary, reprint any laboratory reports
   • Assisting physician with any research and issue resolution
   • Assisting physician office staff and patients in resolving all laboratory billing issues
   • Making all follow-up phone calls to patients if re-collection of specimens is necessary
   • Assists physicians and office staff in determining appropriate selection of diagnostic lab tests or test panels
   • Serves as liaison between the office manager and supervisors on location concerns/issues
   • Assists with patient questions and concerns. Escalates any issues appropriately that may arise outside of the Leads scope
   • Fax lab results to Physicians as requested
   • Maintain organized records and documents on site for three (3) months
4. Phlebotomy / Specimen Collection/Specimen Processing
   • Properly identify the patient by following the WellStar Patient Care Safety policies
   • Properly perform venipunctures procedures on patients of all ages
   • Follow Laboratory policies regarding hard stick situations
   • Properly process all specimens according to established specimen requirements
   • Package all specimens according to DOT guideline and prepare for courier pick-up by WellStar, Quest, Lab Corp, & Fed Ex couriers
   • Collection and proper processing of all testing kits (Progenity, AVISE, Vectra, Natera)
   • Responsible for current knowledge of test, tube and specimen requirements for WellStar, Quest and Lab Corp laboratories
   • Responsible for current knowledge on collection and processing requirements of specialty testing such as GTT, Breath test and Bariatric testing
   • Use proper hand hygiene in accordance to patient safety goals
5. Regulatory Agencys Quality Assurance Requirements
   • Perform all daily QA checks on equipment
   • Perform quarterly safety inspections and prepare report of findings for tracking.
   • Perform quarterly Chemical Inventory inspections and prepare report of findings to safety officer
   • Complete monthly workload tallies
   • Complete all annual team member requirements (lab procedure review, mandatory continual education review, net learning CEUs, & employee physical examination)
   • Must remain current on information regarding all CLIA and CAP requirements, in accordance to national patient safety goals.
   • Attendance at all mandatory staff meetings
   • Performs other duties as assigned
   • Complies with all WellStar Health System policies, standards of work, and code of conduct.

Required Minimum Education

High school diploma Required or GED Required

Required Minimum License(s) and Certification(s)

• Georgia Driver's License
• Basic Life Support or BLS - Instructor

Additional License(s) and Certification(s)

Required Minimum Experience

Minimum 1 year computer registration skills Required and Minimum 1 year Customer Service experience Required and Minimum 1 year phlebotomy and specimen processing experience Required

Required Minimum Skills

Customer Service excellent verbal and written communication skills efficient and accurate computer skills must be able to work and maintain professional demeanor/ gracefully maintain composure under stressful/difficult conditions efficient multi-tasking and organizational skills must have reliable transportation, a valid Georgia drivers license and scheduling flexibility.

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