IOP Transition Representative

Iop Transition Representative Under the direction of the regional field services trainer, provides consistent and high quality on-boarding services to new and complex customers who have been approved for placement of an in-office phlebotomist (IOP). The Transition Specialist will be deployed to start up a new client office for a defined period of time while the regular phlebotomist is recruited. Employee will be required to rotate to new assignments and act as an advance team where necessary. Under guidance of regional field services trainer, will be responsible to act as a coach, mentor, instructor, and resource person for new employees as well as providing a smooth start for new clients. Responsibilities The responsibilities include: Providing effective on-boarding services for new IOP clients and the related phlebotomist. Ensuring clients and phlebotomists are well trained on test ordering processes and office protocols Resolving any TIQ or TNP issues and providing feedback to client Ensuring client set-up is completed prior to go-live (i.e. supplies, connectivity, work station, etc.) Taking initiative to resolve issues or escalating to appropriate manager for resolution Responsible for training, coaching, and providing input on the performance evaluation of the phlebotomists as appropriate. Assists in the roll-out of new policies and procedures. Greeting patients appropriately. Treating all clients and patients in a courteous and caring manner. Ensuring all field phlebotomy and IOP specimens are collected accurately and on time according to established procedures. Responsible for completing requisitions accurately. Meeting with clients to confirm handwritten orders, verify test(s) ordered, obtain accurate billing information, i.e. diagnosis codes, UPIN information, etc. Researching test/client information utilizing lab computer system or Directory of Service. Labeling, centrifuging, splitting, and freezing specimens as required by test order. Packaging specimens for transport. Assisting in relocating, opening new facilities as necessary maintains required records and documentation. Reading, understanding and complying with departmental policies, protocols and procedures: (i.e. Procedure Manuals, Safety Manual, Compliance Manual, Automobile policies and procedures, Employee Handbook, Quality Assurance Manual). Maintaining all appropriate PSC/Phlebotomy logs. Assisting with compilation of monthly statistics and data. Submitting data on time monthly. Performing basic clerical duties, i.e. filing, faxing, preparing mail. Will be required to perform electronic data entry. Submitting accurate time and travel logs as directed by management and on time. Submitting accurate expense forms, if applicable, on the required day. Adhering to departmental and company code of grooming and dress code and lab coat policies, appearing neat and clean at all times. Reporting on time to work, following attendance guidelines. Answering the telephone in a friendly and helpful manner, by incorporating the company name, self-identification and a helpful statement Communicating all unresolved problems immediately to the appropriate Manager, Supervisor, Group Leader or PSR IV for resolution. Remains polite and courteous at all time. Keeping work area neat and clean. Disposing of biohazard containers when scheduled. Performing other department-related clerical duties when assigned. Answering phone and dispatch calls when assigned. Participating on teams and special projects when asked. Ensuring facilities are neat, clean and in good repair, takes appropriate action to advise Group Leader or Supervisor of required repairs and maintenance. Assisting with periodic inventory counts, report shortages and problems to group leader or supervisor as they occur. Working effectively with staff employees to ensure compliance with dress code, EHS & QA requirements, customer service requirements and SOP's, advising supervisor of any issues or problems as they arise. Communicating professionally with clients and patients to resolve or refer, and document problems, prepare problem documentation and report critical issues as they occur. Assisting supervisors with the implementation of SOPs for phlebotomy services in accordance with Quest Diagnostics guidelines. With direction and guidance from supervisor, and having appropriate training guidelines, act as mentor and resource person for new employees, assisting with transition into the PSC work environment and the familiarity with department protocols, practices and procedures. Assisting with distribution of technical information and communications to the work group. Assisting with the preparation of schedules for the assigned work group or PSC's. Travel may be required for in-office phlebotomy or to work at multiple locations. Must be able to work cross functionally with the sales and client services organizations. Must be able to make decisions based on established procedures and exercise good judgment. Seek supervisor guidance when appropriate. Qualifications The qualifications include: Required Work Experience: 5 years of phlebotomy experience required, inclusive of pediatric and geriatric venipuncture, capillary collections Minimum 2 years as a phlebotomist in Patient Service Center environment Keyboard/data entry application experience required Customer service in a service environment required Must have reliable transportation, valid driver license, and clean driving record Preferred Work Experience: Leadership experience is desirable Education: High School Diploma or Equivalent Physical and Mental Requirements: Position requires travel Must be flexible and available based on staffing requirements; weekends, holidays and overtime. May be required to work occasional on-call duties weekends, evenings and early AM Occasionally lifting up to 25 pounds May require extended periods of focus May require extended periods of sitting or standing Ability to manage stress Capable of handling multiple priorities in a high-volume setting Knowledge: Knowledge of medical terminology helpful Demonstrated familiarity and compliance with all protocols, practices and procedures of Field Services Department. The position requires the ability to effectively communicate in English. Skills: Excellent phlebotomy skills Ability to work independently with minimal supervision. Strong organizational skills Strong communication skills Strong interpersonal skills Excellent keyboard/data entry skills preferred. About the Team Quest Diagnostics honors our service members and encourages veterans to apply. While we appreciate and value our staffing partners, we do not accept unsolicited resumes from agencies. Quest will not be responsible for paying agency fees for any individual as to whom an agency has sent an unsolicited resume. Equal Opportunity Employer: Race/Color/Sex/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Vets or any other legally protected status.

Created: 2026-03-20