CSR Training Lead LPN/RN (Coastal Region)

Job Category: Clinical Service Reps

Requisition Number: CSRTR

Location

Mount Pleasant North
1101 Greythorne Dr
Mount Pleasant, SC 29466, USA

Job Overview

In addition to performing daily operational procedures and clinical service representative responsibilities as needed, the Training Lead serves as the primary, in‑center training and development resource for all center staff by supporting and participating as an active member of the in‑center leadership team. Mentors, orients, and trains new staff members and assures staff compliance with WellStreet policies and regulatory requirements.

Qualifications

• Graduate of an accredited school
• Current certification in the applied field
• Minimum of 2 years medical office experience
• Experience with electronic health records; Epic preferred

Job‑Related Skills & Competencies

• Effective communication and interaction with employers, patients, providers, and other colleagues
• Professional/positive attitude
• High level of accountability for self and directing same in others
• Working knowledge of clinical operations

Essential Functions

• Expertise in clinical service representative functions: patient triage (taking vital signs and accurate/detailed medical history), specimen collection, point‑of‑care testing, EKG, dressing changes, medication administration and dispensing, immunization administration, performing radiology procedures, and documentation of care in an electronic health record
• Utilize a variety of training methodologies, techniques, concepts, learning tools, and practices
• Provide online and conference call training sessions for off‑site employees
• Monitor and report on the effectiveness of education/training programs
• Create and maintain a positive, professional, vibrant and entertaining learning environment to engage group and individual trainees

Leadership Responsibilities

• Performs ongoing training and development for clinical service representatives during the new hire orientation period
• Communicates concerns and feedback in a supportive manner consistent with WellStreet’s mission and values
• Works collaboratively with Practice Manager and training team to provide consistent and high‑quality training processes
• Co‑ordinates with Training Coordinator and Training Manager to assist with on‑site training experiences
• Conducts individual CSR competency evaluation at hire as well as annually
• Facilitates skills remediation efforts with CSRs as needed
• Maintains accurate documentation of training
• Assists with chart audits when requested
• Mentors and orients new staff
• Maintains high level working knowledge of all aspects of EMR and ensures best practices and compliance
• Ensures all site level team members have adequate training for their assigned role and notifies site practice manager and/or training team of any recognized issues
• Site lead for all compliance requirements including X‑ray, Lab, OSHA, Stericycle
• Performs other duties as assigned

Must demonstrate the standard for skills proficiency and knowledge with regard to standard operating policies and procedures. This job requires access to confidential and sensitive information, requiring ongoing discretion and secure information management.

Equal Opportunity Employer
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