Field Operations Morning Phlebotomy Team Lead

Hours: 4:00 AM – 12:00 PM

Position Overview

The Field Operations Morning Phlebotomy Team Lead is an office-based leadership position responsible for overseeing and supporting field-based Phlebotomy team members. This role ensures efficient day-to-day operations, appropriate staffing and scheduling, timely specimen delivery, compliance, and exceptional client service.

The Morning Team Lead serves as the primary point of contact for field staff beginning at 4:00 AM and plays a critical role in ensuring uninterrupted operations throughout the morning.

Key Responsibilities

Field Operations & Staff Management

• Oversee the daily activities and operational needs of field-based Phlebotomy staff.

• Serve as the first point of contact for field staff beginning at 4:00 AM.

• Ensure all assigned active clients are scheduled and covered properly, compliantly, and in a timely manner.

• Assign Phlebotomy staff to client locations and monitor staff performance as needed.

• Adjust daily schedules to accommodate call-outs, absences, and unexpected staffing changes while maintaining uninterrupted client service.

• Develop and maintain contingency plans for daily operations.

• Supervise the House Calls team and monitor house-call scheduling and coverage.

• Provide operational support and assistance wherever needed to maintain service levels.

Client & Facility Support

• Ensure all active clients receive timely, compliant, and properly staffed services.

• Communicate proactively with client leadership regarding service delays, staffing issues, or interruptions.

• Work to resolve operational concerns quickly to minimize any impact on client service.

Specimen Management & Laboratory Operations

• Monitor specimen collection and transportation to ensure all specimens arrive at the laboratory promptly and support the goal of having results available by 2:00 PM.

• Generate weekly reports tracking:

  • On-time client service

  • Specimen arrival times

  • Service delays or interruptions

  • Other operational performance metrics as needed

• Assist the Lab Accessioning Team with receiving and labeling activities as needed.

• Identify and escalate any issues that could affect timely specimen processing.

Compliance, Attendance & Performance

• Ensure all Phlebotomy staff maintain required credentials and certifications.

• Ensure staff complete required annual competency testing.

• Monitor T-Sheets for attendance, compliance, accuracy, and payroll-related information, including mileage entries.

• Identify attendance, documentation, or performance concerns and follow up appropriately.

• Support retraining and corrective actions when operational or performance issues are identified.

• Maintain accurate records and documentation in accordance with company and regulatory requirements.

Staffing, Recruiting & Training

• Collaborate with the Field Operations Manager to identify and address recruiting and hiring needs.

• Assist with staffing projections and identify potential coverage gaps before they impact client service.

• Support the onboarding and orientation process for new field staff.

• Assist with training, competency, and retraining activities as needed.

Supplies & Inventory Management

• Manage Phlebotomy supplies, including storage, organization, distribution, and reordering.

• Maintain appropriate inventory levels to ensure staff and clients have the supplies necessary to perform services.

• Monitor supply usage and proactively address potential shortages.

• Ensure the supply area remains organized, accessible, and properly stocked.

Other Responsibilities

• Provide support during critical operational situations and high-volume periods.

• Work collaboratively with Field Operations, Laboratory, Dispatch, and other departments to maintain efficient operations.

• Perform other duties and responsibilities as assigned.

Qualifications & Skills

• Strong leadership, organizational, and problem-solving skills.

• Experience in Phlebotomy operations, field services, healthcare logistics, or a related environment.

• Knowledge of Phlebotomy workflows, specimen handling, and laboratory processes.

• Experience with staff scheduling, coverage planning, and operational coordination.

• Proficiency with scheduling, timekeeping, laboratory, and operational management systems.

• Ability to monitor multiple priorities and make timely decisions in a fast-paced environment.

• Excellent verbal and written communication skills.

• Strong attention to detail and follow-through.

• Ability to communicate effectively with field staff, clients, leadership, and laboratory personnel.

• Ability to work independently while also collaborating effectively with cross-functional teams.

• Strong understanding of confidentiality, compliance, and professional standards in a healthcare environment.

• Ability to respond calmly and effectively to call-outs, staffing shortages, service interruptions, and other time-sensitive operational issues.

• Willingness to provide hands-on operational support when needed.