Patient Account Representative

Prevea Health•Howard, WI

12h

About The Position

The Patient Account Representative works directly with patients who have outstanding balances for services. The role counsels patients on financial options, establishes payment arrangements in accordance with clinic credit and collection policies, and maintains positive, respectful relationships while supporting the clinic’s revenue cycle. It requires strong communication skills, empathy, and the ability to navigate sensitive financial conversations professionally. This is a full-time, 40-hour-per-week position that is eligible for full-time benefits. The role requires flexibility in scheduling as needed to meet departmental and patient service needs. Travel requirements are 5%.

Requirements

High school diploma and/or GED.
Ability to interact with patients courteously, respectfully, and professionally, including in challenging or emotionally charged situations.
Ability to maintain a positive, calm, and solution-oriented attitude when working with patients experiencing financial stress or adverse circumstances.
Ability to work efficiently and accurately in a fast-paced environment, manage multiple priorities, and meet established deadlines.
Strong interpersonal skills and ability to communicate tactfully and professionally with patients, physicians, insurance representatives, and coworkers.
Excellent verbal and written communication skills, including the ability to explain financial information and policies clearly while maintaining service and work quality.
Working knowledge of clinic credit policies, billing procedures, and basic healthcare financial processes, or ability to learn and apply this information quickly.
Proficient computer skills, including experience with electronic health records, patient accounting systems, and standard office software such as Microsoft Office or similar.

Nice To Haves

1–3 years of collection experience.
1–3 years of healthcare and insurance experience is helpful.
Bilingual Spanish/English communication skills, with the ability to assist Spanish-speaking patients.

Responsibilities

Counsel patients about outstanding balances and available financial arrangements, clearly and compassionately explaining clinic policies and payment options.
Receive incoming patient calls to set up, document, and manage payment plans in accordance with clinic credit and collection guidelines.
Work with patients who have outstanding self-pay balances to support timely resolution, appropriate follow-up, and accurate account status.
Communicate with other Business Office departments about patient accounts, payment arrangements, and account status.
Maintain thorough and accurate documentation of patient communications, payment plans, and account activity in the patient accounting system.
Maintain the ability to work a flexible schedule as needed to meet departmental and patient service needs.
Perform other related duties as assigned to support Business Office operations.