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Practice Lead- Referral Management (Katy)
Practice Lead- Referral Management (Katy)-March 2024
Katy
Mar 28, 2026
About Practice Lead- Referral Management (Katy)

  At Houston Methodist, the Practice Lead position is responsible for coordinating the daily functions and operations of the department/practice to include first-level escalation and direction of assigned support employees in the department/practice. In partnership with management, this position will ensure the department/practice is followed according to established standard operating procedures which includes ensuring all members of the team are providing unparalleled patient care and customer service in a timely, professional and safe manner. This position designs and monitors the workflow of the office/department to create the best environment for patients, providers, staff and management. In addition to performing the duties of the other office staff/representatives as needed, the Practice Lead position will provide necessary and ongoing training to staff to encourage productivity and support providers in delivering excellent patient care.

  PEOPLE ESSENTIAL FUNCTIONS

  Coordinates the daily department/practice operations, partnering with management, for providers and associated extenders, including patient appointments and/or surgical scheduling, and physician scheduling as needed. Ensures staff communicate professionally and effectively with all patients and visitors to ensure they are greeted and/or assisted in a timely manner.

  Maintains office efficiency by planning and implementing changes within the office setting, including, but not limited to, organizing daily schedules and work activities and providing coverage to meet patient's needs.

  Role models' healthy work relationships such as mitigation of conflict, leading problem-solving and resolution efforts. Serves as preceptor, mentor, and resource to less experienced staff. Recommends initiatives to improve department scores for employee engagement.

  SERVICE ESSENTIAL FUNCTIONS

  Coordinates all department/practice activities such as day-to-day operations, daily work flow, staffing, on-site provider support, as well as facilitating provider meetings with representatives, as appropriate.

  Investigates, as directed by management, to resolve and document resolution of patient complaints concerning provider care. Ensures that requests are handled in a swift manner to avoid interruption of services (such as patient flow or department/external communication). Keeps management informed of outcome.

  Assists with arranging interpretations in all languages for healthcare providers and patients as needed. Initiates improvement of department/practice scores for patient satisfaction.

  QUALITY/SAFETY ESSENTIAL FUNCTIONS

  Under the direction of the management, assists with designing and implementing office policies by establishing standards and procedures, measuring results against metrics and making necessary adjustments.

  Reports near misses and collaborates with the interprofessional health care team to improve patient safety, including, but not limited to reporting Patient Safety Net (PSN), assisting employees, as needed, to file Worker's Compensation Reports, incident reports and department safety plans regarding injections, disposing of needles, disinfecting compromised areas, etc.

  Identifies and assesses issues and opportunities for improvement and implements changes following managerial review. Follows up on action items to ensure completion of assignments. Contributes towards improving department/practice quality and safety scores.

  FINANCE ESSENTIAL FUNCTIONS

  Under the guidance of management, uses sound judgement and fiscal responsibility for the department/practice, including timely purchasing of supplies, inventory control and monthly account management. Attains financial objectives by maintaining an annual budget, scheduling expenditures, analyzing variances and initiating corrective changes as obligatory.

  In collaboration with the management, monitors the revenue cycle for reimbursement, adjustment and denial trends.

  Self-motivated to independently manage time effectively and prioritize daily tasks, minimizing team incidental overtime. Utilizes time efficiently and helps other team members.

  GROWTH/INNOVATION ESSENTIAL FUNCTIONS

  Partners with management in strategic planning for the department/practice regarding operation and growth issues.

  Identifies training opportunities for the staff and discusses improvement plans with the Operations/Practice management.

  Completes and updates the My Development Plan on an on-going basis. Ensures own career discussions occur with appropriate management.

  This job description is not intended to be all-inclusive; the employee will also perform other reasonably related business/job duties as assigned. Houston Methodist reserves the right to revise job duties and responsibilities as the need arises.

  EDUCATION

  High School diploma or equivalent education (examples include: GED, verification of homeschool equivalency, partial or full completion of post-secondary education, etc.)

  Associates degree preferred

  WORK EXPERIENCE

  Five years of health care or clerical support experience, preferably in a provider practiceLICENSES AND CERTIFICATIONS - REQUIRED

  N/AKNOWLEDGE, SKILLS, AND ABILITIES

  Demonstrates the skills and competencies necessary to safely perform the assigned job, determined through on-going skills, competency assessments, and performance evaluations

  Sufficient proficiency in speaking, reading, and writing the English language necessary to perform the essential functions of this job, especially with regard to activities impacting patient or employee safety or security

  Ability to effectively communicate with patients, physicians, family members and co-workers in a manner consistent with a customer service focus and application of positive language principles

  Conducts self in a professional manner at all times

  Strong analytical skills

  Demonstrates a learning attitude toward solving problems, using good reasoning and judgment in a high stress environment

  Well-developed skills using independent judgment

  Demonstrates a positive demeanor, good verbal and written communication skills, and strong multi-tasking abilities

  Ability to work with peers in a team situation

  Very strong organization skills and detail-oriented nature

  Ability to manage resources and coordinate across areas and cross-functionally

  Professional handling of exposure to confidential/sensitive information

  Proficient in computer skills for documentation

  Electronic Medical Record system proficient

  SUPPLEMENTAL REQUIREMENTS

  WORK ATTIRE

  Uniform No

  Scrubs No

  Business professional Yes

  Other (department approved) No

  ON-CALL*

  *Note that employees may be required to be on-call during emergencies (ie. DIsaster, Severe Weather Events, etc) regardless of selection below.

  On Call* NoTRAVEL**

  Travel specifications may vary by department

  May require travel within the Houston Metropolitan area Yes

  May require travel outside Houston Metropolitan area No

  Company Profile:

  Houston Methodist is one of the nation’s leading health systems and academic medical centers. Houston Methodist consists of eight hospitals: Houston Methodist Hospital, its flagship academic hospital in the heart of the Texas Medical Center, and seven community hospitals throughout the greater Houston area. Houston Methodist also includes an academic institute, a comprehensive residency program, a global business division, numerous physician practices and several free-standing emergency rooms and outpatient facilities. Overall, Houston Methodist employs more than 27,000 employees and is supported by a wide variety of business functions that operate at the system level to help enable clinical departments to provide high quality patient care.

  Houston Methodist is an equal opportunity employer inclusive of women, minorities, disabled persons and veterans.

  Equal Employment Opportunity

  Houston Methodist is an Equal Opportunity Employer.

  Equal employment opportunity is a sound and just concept to which Houston Methodist is firmly bound. Houston Methodist will not engage in discrimination against or harassment of any person employed or seeking employment with Houston Methodist on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or other characteristics protected by law. VEVRAA Federal Contractor – priority referral Protected Veterans requested.

  Houston Methodist is an Equal Opportunity Employer.

  Equal employment opportunity is a sound and just concept to which Houston Methodist is firmly bound. Houston Methodist will not engage in discrimination against or harassment of any person employed or seeking employment with Houston Methodist on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or other characteristics protected by law. VEVRAA Federal Contractor – priority referral Protected Veterans requested.

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