Patient Account Specialist

JOB SUMMARY: 
The Patient Financial Services Specialist is responsible for managing and resolving patient account issues, coordinating with insurance companies, and ensuring accurate financial processing within the business office. This position supports the revenue cycle by assisting patients with payment arrangements, balancing daily transactions, posting deposits, and maintaining accurate account records in the EMR system (CPSI–TruBridge). The role requires strong attention to detail, problem-solving skills, and the ability to communicate effectively with patients, payers, and internal teams. 

ESSENTIAL FUNCTIONS: 

• Review and resolve patient account issues in a timely and professional manner. 

• Assist patients with billing inquiries, payment arrangements, and account resolution. 

• Communicate with insurance companies to verify coverage, follow up on claims, and resolve denials. 

• Coordinate with the Central Business Office (CBO) to ensure consistent revenue cycle processes. 

• Monitor accounts for potential bad debt and refer delinquent accounts to collections. 

• Complete daily deposit reconciliation, including balancing cash, checks, and credit card payments. 

• Maintain accuracy in payment posting and account adjustments within CPSI–TrueBridge. 

• Collaborate with other departments to ensure accurate and timely account resolution. 

• Maintain compliance with organizational policies, payer regulations, and HIPAA requirements. 

• Perform other related duties as assigned. 

QUALIFICATIONS: 

• Education: 

• High School diploma or equivalent required. 

• Additional coursework in business, accounting, or healthcare administration preferred. 

• Experience: 

• Prior experience in patient accounts, billing, insurance follow-up, or healthcare revenue cycle preferred. 

• Experience with CPSI/Trubridge or similar EMR/RCM systems strongly desired. 

• Knowledge of healthcare payer requirements and medical billing processes. 

• Skills: 

• Strong analytical and problem-solving skills. 

• Ability to balance financial transactions with accuracy and efficiency. 

• Excellent communication and customer service skills. 

• Proficiency with Microsoft Office (Excel, Word, Outlook). 

• Ability to work independently while contributing to team goals. 

This job description is not intended as an all-inclusive list of responsibilities that may be assigned and is subject to change based on the needs of the organization.