About The Position

We are seeking a detail-oriented and patient-focused Financial Specialist to join our medical office team. In this role, you will play a key part in delivering excellent, patient-centered service by supporting front-end financial operations and ensuring a smooth and welcoming experience for every patient.

Requirements

  • High school diploma or equivalent required.
  • Two years of business, financial, or physician practice experience required, preferably in patient accounts, billing, or collections.
  • A four-year degree may substitute for two years of required financial or physician office experience.
  • An associate degree or equivalent coursework may substitute for one year of required experience.
  • Strong communication, organization, and problem-solving skills.
  • Ability to professionally collect payments and provide financial counseling to patients.
  • Demonstrated ability to multitask, prioritize responsibilities, and resolve issues effectively.
  • Ability to work collaboratively in a team environment while maintaining a high level of customer service.

Nice To Haves

  • Knowledge of CPT and diagnosis coding preferred.
  • Experience with the EPIC system preferred.

Responsibilities

  • Schedule patient appointments efficiently and accurately
  • Collect co-payments, pre-payments, and other patient balances
  • Review and discuss outstanding balances with patients in a professional manner
  • Enter charges promptly and accurately into the system
  • Process referrals in accordance with practice protocols
  • Verify and update patient demographics and insurance information
  • Provide a friendly, professional point of entry and exit for patients
  • Maintain a comfortable and organized waiting room experience
  • Support clinic operations by floating to other practices or adjusting schedules as needed
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