Patient Access Team Lead

Company: Optum
Location: Waukesha
Posted on: December 1, 2025

Job Description:

$2,000 SIGN ON BONUS FOR EXTERNAL APPLICANTS Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. Hours: Monday-Friday between the hours of 6:45AM to 4:30PM Location: 717 W Moreland Blvd, Waukesha, WI 53188 Primary Responsibilities: - Verifies, re-verifies and authorizes patient insurance coverage and eligibility utilizing computer-based patient registration/scheduling systems. Verifies and updates demographic, insurance, and other patient information. Confirms, collects, and posts patient co-payments and other outstanding balances. Generates and tracks patient encounter forms. Reviews patient encounter forms for completeness and resolves any discrepancies. Batches encounter forms and submit to appropriate billing area - Maintains records and makes daily cash deposit as assigned - Receives and addresses patient-care related telephone calls. Provides routine information on procedures and standard policies, refers matters to appropriate person within department/site - Identifies problem related priorities, and responds to emergency needs by contacting/interrupting physician/provider within guidelines - Resolves patients' questions regarding clinic schedules and billing concerns; handles requests for prescription refills, rescheduling appointments, etc - Documents appropriate information in computer system. Prepare patient charts. Ensures completeness by locating test results, reminding patients of appointments, including appropriate forms, etc., for patient appointments - Updates and maintains Telephone Message System (TMS) in computer system. Follows through on requests. Distributes messages to appropriate provider or others for appropriate action - Enter new referrals or ensure that existing referral numbers are linked in the system to ensure managed care requirements - Provides patient education regarding managed care plans and referral process. Answers patients' referral questions, concerns, etc. Provides patients with available options - Works collaboratively with primary care practices, patients and specialty practices to process outgoing referrals prior to scheduled visits. Follows up with practices that do not issue a referral or obtain referral on a timely basis - Completes and maintains patient schedules. Schedules and coordinates patient visits, medical procedures for both inpatients and outpatients. Communicate with patients regarding all information related to scheduled appointments - Notifies providers, patients and others of changes such as new scheduling, re-scheduling, no-show, emergency appointments and add-ons - Maintains recall lists and communicates with patients as appropriate - May escort patients to examination rooms and chaperones patients as required. May process standard and non-standard business office administrative paperwork, such as purchase requisitions, employee time sheets, expense vouchers, etc. Follows-up with personnel outside the medical office to expedite timely action and alleviate, or report delays as appropriate - Provides guidance to departmental personnel in the medical office on administrative policies and procedures - Comply with health and safety requirements and with regulatory agencies such as DPH, etc - Comply with established departmental policies, procedures, and objectives - Enhance professional growth and development through educational programs, seminars, etc - Attends a variety of meetings, conferences, and seminars as required or directed - Regular, reliable and predictable attendance is required - Performs other similar and related duties as required or directed - Run reports as needed - Conduct training with new employees What are the reasons to consider working for UnitedHealth Group? Put it all together - competitive base pay, a full and comprehensive benefit program, performance rewards, and a management team who demonstrates their commitment to your success. Some of our offerings include: - Paid Time Off which you start to accrue with your first pay period plus 8 Paid Holidays - Medical Plan options along with participation in a Health Spending Account or a Health Saving account - Dental, Vision, Life AD&D Insurance along with Short-term disability and Long-Term Disability coverage - 401(k) Savings Plan, Employee Stock Purchase Plan - Education Reimbursement - Employee Discounts - Employee Assistance Program - Employee Referral Bonus Program - Voluntary Benefits (pet insurance, legal insurance, LTC Insurance, etc.) - More information can be downloaded at: http://uhg.hr/uhgbenefits You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: - High School Diploma/GED (or higher) - 2 years of healthcare experience - 2 years of scheduling experience in a medical setting - Must be 18 years of age OR older Preferred Qualifications: - EPIC experience - Additional specialized medical secretarial/medical office training preferred - Familiarity with various software applications such as Microsoft Word, Outlook, Excel, etc Soft Skills: - Superior customer service skills including the ability to multi-task and resolve patient concerns in a timely manner. Ability to think critically and exercise sound judgment - Excellent communication, interpersonal and organizational skills PLEASE NOTE The sign-on bonus is only available to external candidates. Candidates who are currently working for UnitedHealth Group, UnitedHealthcare or a related entity in a full time, part time or per diem basis ("Internal Candidates") are not eligible to receive a sign on bonus. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $20.00 to $35.72 per hour based on full-time employment. We comply with all minimum wage laws as applicable. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment. RPO, RED

Keywords: Optum, Waukesha , Patient Access Team Lead, Healthcare , Waukesha, Wisconsin