Patient Finance Specialist

Privia Health

3d•$21 - $26

About The Position

Under the direction of the Manager, Patient Finance & Collections the Patient Finance Specialist is responsible for reviewing, managing and processing patient refund requests while ensuring compliance with company policies and healthcare regulations. This role involves reviewing patient accounts for overpayments, reconciling balances, and issuing refunds in a timely and accurate manner. The Patient Finance Specialist will service as the primary point of contact for refund resolution and will be responsible for SalesForce case management. The ideal candidate will have strong attention to detail, excellent communication skills, and experience in medical billing or accounts receivable.

Requirements

High School Degree or equivalent preferred
2+ years of experience in medical billing office or equivalent claims experience
2+ years of experience in a customer facing role preferred
1 year of experience with athenaHealth and/or athena One
Advanced Microsoft Excel skills (ex: pivot tables, VLOOKUP, sort/filtering, formulas)
Hands-on experience with patient billing and refunds

Responsibilities

Responsible for managing the patient refund and credits workflows, reviewing, approving and processing patient refunds
Serve as the subject matter expert and point of escalation for patient credit SalesForce cases
Reconcile patient accounts to ensure correct application of payments and adjustments
Investigate and resolve any account discrepancies that may impact refunds, including coordination with insurance companies when needed
Bring complex refund issues to a resolve
Respond to inquiries and close patient inquiries in a timely manner
Maintain detailed documentation of refund activities for auditing and reporting purposes
Communicate with patients regarding refunds, providing clear explanations of overpayments and the refund process when applicable
Coach staff members on proper patient refund procedures
Enforce internal policies, procedures and controls to ensure patient confidentiality and security
Partner with Customer Service, Operations Consultants and RCM Teams to improve efficiency and processes related to patient billing and refunds
Perform projects on an ad-hoc basis
Other duties as assigned