Job Title: Patient Accounts Specialist

Department: Billing

Reports to: Office Manager

Job Overview: The Patient Accounts Specialist plays a crucial role in managing patient accounts and ensuring the timely and accurate processing of financial transactions. The primary responsibilities include generating patient statements, addressing patient inquiries, handling payment transactions, and managing accounts through various stages, including collections.

Responsibilities:

1. Monday Morning Statement Run:
   • Generate patient statements and ensure timely distribution.
   • Post all unposted payments.
   • Collaborate with billers to create any missing claims.
   • Approve statement batches through Data Mail.
2. Patient Account Preparation - Daily:
   • Print clinic schedules three days in advance to identify patient balances.
   • Review and verify account balances.
   • Correct errors on patient accounts.
   • Send text messages to patients regarding their balances.
   • Contact patients with balances over $100, discuss, and set up payment plans if necessary.
   • Notate amounts to be collected at the front desk during check-in.
3. Patient Communication:
   • Answer patient calls regarding accounts, payments, disputes, and refunds.
   • Take payments over the phone.
   • Address and appeal disputed claims, resubmitting to insurance companies when necessary.
4. Collections and Notices:
   • Send final notices to patients who have received three statements without payment or communication.
   • Provide monthly reporting to collection agencies for unresponsive accounts.
   • Post patient payments from the weekly mail batch.
   • Post collection agency payments upon receipt.
5. No-Show Management:
   • Run a weekly No-Show report.
   • Charge patient accounts for applicable no-show fees.
6. Bankruptcy Processing:
   • Post bankruptcy notices to patient accounts.
   • Enter appropriate adjustments to affected accounts.
   • Designate bankruptcy as the patient's primary insurance.
   • Add a Global alert to the patient's account.
7. Reports and Record-Keeping:
   • Generate and review monthly bankruptcy reports.
   • Daily review and posting of unposted patient payments.
   • Maintain accurate and organized patient records.

Qualifications:

• High school diploma or equivalent; additional education in healthcare administration or finance is a plus.
• Proven experience in medical billing or a related field.
• Familiarity with medical billing software (experience with Data Mail is a plus).
• Excellent communication and interpersonal skills.
• Ability to handle sensitive and confidential information.
• Strong organizational and multitasking abilities.