Patient Services Representative I

Confluence Health•Wenatchee, WA

About The Position

The Patient Services Representative I provides customer service to patients, staff, insurance companies, and third-party administrators regarding insurance coverage, billing processes, payment plans, prompt-payment discounts, and financial assistance. The representative screens patients for available assistance programs and refers them to the appropriate department for enrollment. The role requires a professional, calm demeanor and includes patient account research, support, and communication.

Requirements

  • High school diploma or equivalent (GED).
  • Proficiency in basic math functions.
  • Proficiency in reading, writing, and speaking English.
  • Proficiency in letter writing and effective written communication.

Nice To Haves

  • Customer service experience, including telephone and direct customer contact.
  • Ability to communicate effectively in Spanish, verbally and in writing.
  • Intermediate computer skills, such as spreadsheets and word processing, and knowledge of MS Office.
  • Knowledge of ICD-10, CPT coding, medical terminology, and insurance billing.
  • Bilingual ability is preferred.

Responsibilities

  • Contact patients and account guarantors by telephone or in person regarding account balances, billing processes, payment options, and financial assistance programs.
  • Maintain accurate patient account information, including addresses and insurance information.
  • Provide price estimates before planned procedures.
  • Assist patients with access to the MyChart portal.
  • Screen patients and account guarantors for available financial assistance programs and refer them for enrollment as appropriate.
  • Research patient accounts to verify insurance payments and adjustments.
  • Verify self-pay balances and research potential eligibility for financial assistance.
  • Advocate for patients by researching billing resolutions and communicating progress.
  • Support the effective operation of financial assistance programs.
  • Document work completed and any necessary future actions in each account.
  • Keep work current, meet department expectations, and avoid workflow backlogs.
  • Provide yearly out-of-pocket expense reports and itemized statements upon request.
  • Communicate effectively and professionally with patients and coworkers, orally and in writing.
  • Participate in departmental and organizational process-improvement initiatives and adapt to new concepts.
  • Follow department guidelines for resolving billing issues and contact leadership when necessary.
  • Attend training classes, webinars, and other development opportunities.
  • Review past-due self-pay accounts for correct insurance payments or adjustments, financial assistance offers, and explored payment plans before referral to a collection agency.
  • Process CCP applications, adjustments, and correspondence in a timely manner according to applicable WAC, ACA, and department policies.
  • Follow departmental policies and procedures to minimize errors.
  • Participate in scheduled productivity reviews and team huddles.
  • Maintain professional dress according to the Confluence Health Dress Code.
  • Demonstrate Standards of Behavior and follow the Code of Conduct; perform other duties as assigned.

Benefits

  • Medical, dental, and vision insurance.
  • Flexible Spending Accounts and Health Saving Accounts.
  • Paid time off.
  • Generous retirement plans.
  • Life insurance.
  • Long-term disability.
  • Tuition reimbursement.
  • Employee Assistance Program.
  • Adoption assistance.
  • Shift differential.
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