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Patient Financial Representative - Business Services - University

Christie Clinic

Patient Financial Representative

Christie Clinic's department of Business Services is seeking a full-time Patient Financial Representative at the University clinic from Monday-Friday 8:00am-5:00pm, with no night or weekend requirements.

Provides face to face counseling of patients regarding collection balances, delinquent balances, copayments, surgical/procedure, and maternity coinsurance prepayment requirements. Establishes payment arrangements for balances, contacts clinical departments or providers for direction on patients without payment. Reviews and updates demographic and insurance information. Collects and posts time of service and account payments and assists patients presenting to the clinic with billing and insurance related questions. Is a key support resource to the Central Check in and Clinical Department teams.

Job Duties

  • Greet patients and visitors in a prompt, courteous, and helpful manner.
  • Verifies patient identity by verifying name, DOB, account number, and that appropriate protected health information verbal release documentation is on file, prior to speaking with someone other than the patient.
  • Verifies and updates demographic and insurance information.
  • Provides appropriate forms and obtains required signatures.
  • Contacts providers/departments to determine minimum financial expectations for patient prior to the patient's appointment. Contacts patient with financial expectations prior to appointment. If patient elects to reschedule, inform the department of the patient's decision.
  • Counsel patients regarding account balances and insurance concerns prior to appointment.
  • Counsel prenatal, infertility, procedure, surgical and patients receiving non-covered services regarding financial responsibility prior to services. Contact insurance carrier for insurance benefits, to calculate estimated insurance payment and patient responsibility, collect payment or establish payment arrangements with patient for patient responsibility amounts.
  • Enter account alerts for the following:
    • Amount to be collected from patient that day regarding account balance.
    • Pre-collection amount due.
    • Insurance information needed.
    • Patient requires financial counseling.
  • Collect and post payments for the patients visit and/or for the account balance.
  • Establish payment arrangements.
  • Works departmental reports (i.e.: oncology, deceased, obits, estates, etc.)
  • Daily balancing of cash drawer and keep appropriate change.
  • Keep clinical area informed of patient arrivals if counseling session extends into appointment time. Maintain open communication with clinical areas.
  • Meet with patients to answer account and insurance questions.
  • Enter account notes to record each patient encounter.
  • Participates and leads daily department huddles.
  • Maintain work area and waiting area in neat and orderly manner.
  • Provide support and coverage to check in when required.
  • Attend meetings as required.
  • Receives cross training and provides back up/coverage to all tasks within the department.
  • Perform other duties as assigned.

Required Qualifications

  • High School education or equivalent
  • Customer service experience
  • Demonstrated leadership experience
  • Professionalism with staff, patients, physicians, and other outside contacts.

Preferred Qualifications

  • College or courses in healthcare, accounting, or insurance fields
  • Experience in a medical office, insurance position, or equivalent strongly desired.
  • Experience in project identification, organization, and completion.
  • Demonstrated analytical and problem-solving skills.
  • Proven ability to successfully communicate with people.

Certificate/License

  • None

Typical Physical Demands

Work may require sitting for long periods of time; also stooping, bending, and stretching for files and supplies. Occasionally lifting files or paper weighing up to 50 pounds. Requires manual dexterity sufficient to operate a keyboard, type at 40 wpm, operate a telephone, copier, and such other office equipment as necessary. Vision must be correctable to 20/20 and hearing must be in the normal range for telephone contacts and involves frequent face to face patient contact. It is necessary to view and type on computer screens for long periods and to work in an environment which can be very stressful.

Typical Working Conditions

Work is performed in an office environment. Involves continuous contact with patients in a demanding and fast-paced environment. Work may be stressful at times; interaction may be with angry or confrontational people. Contact also involves dealing with sick people and contact with communicable disease.

Pay and Benefits

The estimated pay range for this position is exclusive of fringe benefits and potential bonuses. Final offers are based on various factors, including skill set, experience, qualifications, and other job-related criteria.

We also offer a substantial benefits package, including:

  • Paid Time Off (Vacation, Sick, Personal, Holiday, Birthday)
  • Dependent Care Flexible Spending Account
  • 401k Plan
  • Medical Flexible Spending Account
  • Health Insurance
  • Group Term Life Insurance
  • Dental Insurance
  • Identity Theft Protection
  • Vision Insurance
  • Long Term Disability
  • Accidental Death & Dismemberment Insurance
Christie Clinic
Vacancy posted 2 days ago
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