Patient A.R. Support Specialist
About The Position
Centralized support role responsible for helping offices with patient billing tasks, including: ⢠Sending statements ⢠Posting payments ⢠Supporting internal collections ⢠Managing collection agency processes The goal is to ensure patient balances are handled accurately, timely, and consistently across all offices. Core Responsibilities Patient Statements & Billing ⢠Ensure patient statements are sent based on each office's setup: ⢠Automatically when systems are in place ⢠Manually when needed ⢠Follow up on expired or failed credit card payments: ⢠Attempt to collect updated payment information by phone ⢠If no response, start the billing process with the patient ⢠Support offices with patient billing-related voicemails Payment Posting ⢠Post all digital patient payments (such as Stax) into the PMS in a timely manner ⢠Manually process any remaining financial agreements Internal Collection & Agency ⢠Monitor patient balances that have completed internal billing ⢠Send qualifying accounts to collections based on location-specific guidelines ⢠Make necessary account adjustments related to collections Account Support & Documentation ⢠Research and help resolve confusing or unclear patient balances for offices ⢠Maintain clear, accurate notes in the PMS for all patient interactions and account activity ⢠Communicate clearly with offices regarding account findings or next steps Mail & Check Support (Temporary Responsibility) ⢠Pick up checks from office locations as needed ⢠Sort and forward checks to the billing team ⢠Support check handling and deposits while mail volume remains centralized ⢠Note: Mail and check-related duties are expected to decrease over time as processes shift to office-level handling & EFTs. Role Expectations ⢠Strong attention to detail ⢠Comfortable working independently ⢠Willing to ask questions when unsure ⢠Organized and consistent with documentation ⢠Clear, professional communication with offices and patients ⢠Note: This role is evolving. Tasks and workflows may continue to be adjusted as processes are refined. What Success Looks Like in this Role Learn & Stabilize ⢠Focus: Learning the tools, systems, and daily tasks ⢠Success looks like: ⢠Understanding how each office sends patient statements ⢠Accurately posting digital payments ⢠Leaving clear PMS notes when working on accounts ⢠Asking questions early instead of guessing Own the Function ⢠Focus: Doing the work independently and consistently ⢠Success looks like: ⢠Managing patient statement cycles for all offices ⢠Posting digital payments within 24 hours ⢠Following up on expired cards without reminders ⢠Handling collection agency steps from start to finish ⢠Resolving most office billing questions independently Optimize & Improve ⢠Focus: Making the work easier and more consistent ⢠Success looks like: ⢠Noticing repeat issues and flagging them ⢠Suggesting small improvements to billing or posting steps ⢠Helping document simple SOPs as processes are finalized ⢠Becoming the main support person for patient A/R questions
Requirements
- Strong attention to detail
- Comfortable working independently
- Willing to ask questions when unsure
- Organized and consistent with documentation
- Clear, professional communication with offices and patients
Responsibilities
- Ensure patient statements are sent based on each office's setup
- Follow up on expired or failed credit card payments
- Support offices with patient billing-related voicemails
- Post all digital patient payments (such as Stax) into the PMS in a timely manner
- Manually process any remaining financial agreements
- Monitor patient balances that have completed internal billing
- Send qualifying accounts to collections based on location-specific guidelines
- Make necessary account adjustments related to collections
- Research and help resolve confusing or unclear patient balances for offices
- Maintain clear, accurate notes in the PMS for all patient interactions and account activity
- Communicate clearly with offices regarding account findings or next steps
- Pick up checks from office locations as needed
- Sort and forward checks to the billing team
- Support check handling and deposits while mail volume remains centralized
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
