Demo

Patient Financial Services Representative - I

Capleoglobal Inc
Menomonee Falls, WI Full Time | Contractor
POSTED ON 12/3/2025 CLOSED ON 3/19/2026

What are the responsibilities and job description for the Patient Financial Services Representative - I position at Capleoglobal Inc?

Job Title: PAT FIN SRV REP-CUST RECEPTION
Pay Rate: $24.00 to $26.00.00 an hour
City: Menomonee Falls
Address: N74 W12501 Leatherwood Ct, Woodland Prime 400
POSTAL CODE: 53051
Hours Per Week: 40.00
Hours Per Day: 8.00
Per Week: 5.00

Schedule Notes: One immediate vacancy. Second vacancy to open Jan 5, 2025 Monday-Friday, 8:00 am – 4:30 pm

Duties:
Job Summary: -Responsible for answering all incoming patient and other phone calls to the Patient Financial Services Department while maintaining appropriate call times. -Sorting and distributing mail. -Scanning correspondence. -Other duties as assigned. -Courteously answers all incoming patient and other phone calls to the Patient Financial Services Department. -Promptly and effectively resolves general patient inquiries and requests. -Courteously and accurately transfers calls to the appropriate staff members while maintaining adequate talk time, aux on time, and a low prescribed number of dropped calls as directed by the manager or coordinator. -Distributes mail, faxes, reports, and itemized bills to the appropriate staff members. -Picks up and delivers departmental mail to and from the Woodland Prime mailroom at least twice daily. -Responds to requests for discharge dates, yearly payment account information, and/or mails itemized bills to appropriate party. -Notes accounts of any and/or all appropriate activity by utilizing the Epic System. -Scan appropriate documents to OnBase for correspondence posting to Epic. -Accurately processes all credit card transactions including Outpatient Pharmacy copay assistance payments in payment processing system.

Responsible for answering all incoming patient and other phone calls to the Patient Financial Services Department while maintaining appropriate call times. Sorting and distributing mail. Scanning correspondence. Other duties as assigned.
Courteously answers all incoming patient and other phone calls to the Patient Financial Services Department.
Promptly and effectively resolves general patient inquiries and requests.
Courteously and accurately transfers calls to the appropriate staff members while maintaining adequate talk time, aux on time, and a low prescribed number of dropped calls as directed by the manager or coordinator.
Distributes mail, faxes, reports, and itemized bills to the appropriate staff members.
Picks up and delivers departmental mail to and from the Woodland Prime mailroom at least twice daily.
Responds to requests for discharge dates, yearly payment account information, and/or mails itemized bills to appropriate party.
Notes accounts of any and/or all appropriate activity by utilizing the Epic System.
Scan appropriate documents to OnBase for correspondence posting to Epic.
Accurately processes all credit card transactions including Outpatient Pharmacy copay assistance payments in payment processing system.

Skills:
Required Skills & Experience: -One year of experience billing for medical care/service. Preferred Skills & Experience: -Experience using Microsoft Word, Excel. -Experience using computerized billing/collections systems in a hospital setting.

One year of experience billing for medical care/service is required.
Experience using Microsoft Word, Excel is preferred. Experience using computerized billing/collections systems in a hospital setting is preferred.

Billing experience in Epic system.
Telephone etiquette and customer service experience
Enjoys fast-paced environment

Web-ex Interview with direct leader

Education:Required Education: -High School Diploma or equivalent. Preferred Education: -N/A Required Certifications & Licensure: -N/A Preferred Certifications & Licensure: -N/A

High School diploma or equivalent is required.

Job Types: Full-time, Contract

Pay: $24.00 - $26.00 per hour

Experience:

  • billing for medical care/service: 1 year (Preferred)

Ability to Commute:

  • Menomonee Falls, WI (Required)

Work Location: On the road

Salary : $24 - $26

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets
This job has expired.
Employees: Get a Salary Increase
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Not the job you're looking for? Here are some other Patient Financial Services Representative - I jobs in the Menomonee Falls, WI area that may be a better fit.

  • Lakeshore Financial Group Milwaukee, WI
  • We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outloo... more
  • 1 Month Ago

  • Rivercity Insurance & Financial Services Milwaukee, WI
  • Are you a driven and enthusiastic individual eager to build a fulfilling career in the financial services sector? Rivercity Insurance and Financial Service... more
  • 24 Days Ago

AI Assistant is available now!

Feel free to start your new journey!