Clinical Team Lead

Job Description

Job Description

Clinical Team Lead

Department: Clinical Operations
Reports To: Clinical Director
Status: Leadership assignment + active clinical caseload
Compensation: Monthly or Biweekly leadership stipend + existing clinical compensation

Growth: Clinical Director

Position Summary

The Clinical Team Lead provides day-to-day clinical leadership, clinician support, documentation oversight, caseload accountability, and clinical quality monitoring. The Clinical Team Lead serves as the first point of contact for routine clinical questions and concerns, reducing unnecessary escalation to the Clinical Director while maintaining appropriate escalation procedures for high-risk, ethical, legal, or complex matters.

This position is intended to serve as a developmental leadership role with the potential to assume increased Clinical Director responsibilities over time.

Essential Responsibilities

Clinical Point of Contact

• Serve as clinicians' first point of contact for routine clinical questions. 
• Maintain designated onsite clinical leadership availability. 
• Assist clinicians with treatment planning and routine case consultation. 
• Address routine clinical workflow concerns. 
• Escalate high-risk, ethical, legal, diagnostic, or complex situations to the Clinical Director. 

Caseload & Service Delivery Oversight

• Monitor clinician caseload engagement. 
• Ensure newly assigned clients are contacted within OHP's required timeframe. 
• Monitor whether clinicians are seeing clients at the prescribed/expected frequency. 
• Identify clients who may require outreach, reassignment, frequency review, or discharge. 
• Address repeated clinician cancellations or scheduling inconsistencies identified through QA. 
• Work with the Office Manager regarding client retention/service concerns. 

Clinical Documentation Review

• Review progress/BIRP notes for quality and compliance. 
• Review assessments. 
• Review treatment plans. 
• Review discharge documentation when indicated. 
• Ensure documentation demonstrates medical necessity. 
• Ensure interventions correspond with identified clinical needs. 
• Ensure treatment plans meet OHP clinical standards. 
• Identify repetitive, insufficient, contradictory, or clinically inappropriate documentation. 
• Provide revision requests and clinician feedback. 
• Provide coaching/remediation.  

Clinical Compliance Follow-Through

Operations & Compliance identifies:

“Assessment overdue.”
“Treatment plan due.”

Clinical Lead handles the clinician follow-through.

Prior Authorization – Clinical Component

• Complete/review clinical portions of prior authorization requests requiring clinical expertise. 
• Review documentation supporting medical necessity. 

Clinical Forms & Documentation Requests

• Review/complete FMLA documentation when clinically appropriate and within scope. 
• Assist with disability/treatment verification forms requiring clinical interpretation. 
• Review requests for clinical letters/documentation.  

Clinical Onboarding & Training (Alongside Clinical Director/CEO)

• Provide clinical orientation for newly hired clinicians. 
• Train clinicians on OHP documentation standards. 
• Review assessment/treatment -plan expectations. 
• Review clinical workflows. 
• Review risk/safety documentation expectations. 
• Train clinicians on clinical portions of the EMR. 
• Provide additional training when documentation trends indicate a need. 

Matters That MUST Escalate to Clinical Director

The Clinical Lead should not independently manage significant safety/risk events, major ethical concerns, serious client complaints, legal/custody matters, complex diagnostic disputes, serious employee performance/disciplinary matters, or other matters requiring Clinical Director authority.