Clinic Lead

In partnership with Clinic Leadership, the Clinic Lead shall coach and lead clinical staff to instill the organization’s mission,
vision, and values through education, demonstration, and results.

• Leads clinical staff to efficiently direct patient flow throughout the clinic.
• Assist back-office staff as needed with rooming, assessment, procedure assist, provider assist, and intake of medical history

into EMR.

• Resolves daily workplace issues and maintain efficient workflow; assures coverage of all areas of responsibility
• Ensure that new hire staff is adequately trained and consistently follows the applicable Standard Operating Procedures and

Workflow.

• Shall lead ongoing quality monitoring of competencies of staff and assist in training and education.
• Responsible for oversight of the ERP inventory management. Performs monthly ERP inventory cycle counts of medical

supplies and medications. Ensure consistent and adequate inventory and reconcile monthly inventory with 100% accuracy.

• Responsible for receiving and reconciliation of medical supply, and medication.
• Provides support to medical assistant staff with patient issues, coordinates break and lunch coverage throughout the day

provides coverage during staff absences.

• Monitors hallway for clean and properly stocked exam rooms per supply/instrument checklist. Also, ensures that the check

off list is accurate and completed.

• Supports medical assistants with patient care, retrieving labs, specialty report information, and administers immunizations

as needed.

• Assists with monitoring the work of other medical assistants, maintaining documentation, and providing performance

feedback to Clinic Leadership.

• Complies with infectious waste procedures and control measures and exam room/lab cleanliness as per protocol.
• Works flexible schedule including evenings, weekends, and overtime, as necessary.
• Monitor and confirm all in-house medical equipment calibrations are performed per the annual schedule.
• Coordinate with Clinic Supervisor on audit preparation for the medical assistant department and serve as a point person for

any audits at the site.

• Assist Clinic Supervisor to review, implement, maintain and monitor the department’s policies and procedures.
• Disseminate information to the medical assistant and other staff as necessary, regarding updates, changes, and new

developments with clinic policies and procedures, software updates, reports, and provides staff training as needed.

• Attend weekly and monthly meetings with Clinic Leadership
• The job holder must demonstrate current competencies for this position.

EDUCATION

• High School diploma or GED.

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Last Revision Date: 2.12.2025
Job Description
Clinic Lead

• Medical Assistant certificate or diploma from an accredited institution preferred.

EXPERIENCE

• Medical practice experience or equivalent management experience in the healthcare field, and/or significant leadership

experience in operations required. Minimum of 2 years of working experience in a medical practice or clinic preferred.
REQUIREMENTS

• Must have excellent interpersonal and communication skills.
• Demonstrates an ability to generate creative and innovative approaches to solve problems.

KNOWLEDGE

• Knowledge of clinical procedures and patient flow.
• Knowledge of clinic payment policies and procedures.
• Knowledge of medical terminology.
• Knowledge of medical insurance plans.

SKILLS

• Skill in inventory management.
• Skill in training/mentoring clinic staff.
• Skill in the ability to multitask.
• Skill in organizational and time management skills.

ABILITIES

• Ability to resolve customer service issues and identify areas of improvement.
• Ability to use interpersonal skills to establish/maintain positive relationships with patients, families, providers, and staff.
• Dependable.
• Ability to analyze workload requirements and schedule front office staff appropriately.

ENVIRONMENTAL WORKING CONDITIONS

• Normal office/clinic environment.

PHYSICAL/MENTAL DEMANDS

• Requires sitting and standing associated with a normal office/clinic environment.
• Some bending and stretching are required.
• Manual dexterity using a calculator and computer keyboard.