Credit Balance Specialist

MINIMUM QUALIFICATIONS:

EDUCATION, CERTIFICATION, AND/OR LICENSURE:

1. High school diploma or equivalent.

PREFERRED QUALIFICATIONS:

EXPERIENCE:

1. One (1) year experience in a healthcare setting

CORE DUTIES AND RESPONSIBILITIES: The statements described here are intended to describe the general nature of work being performed by people assigned to this position.  They are not intended to be constructed as an all-inclusive list of all responsibilities and duties.  Other duties may be assigned.

1. Resolves credit balances identified through Epic work queues, an internal credit balance report, billing, cash posting, or payer or patient/guarantor request.

2. Researches refund requests and recommendations as appropriate. Provides complete and accurate disputes when refunds are not warranted

3. Reviews entire guarantor record to identify accounts across all facility locations with open patient responsibilities and transfers patient payments and/or adjustments when appropriate.

4. Gathers statistics, completes reports and performs other duties as scheduled or requested.

5. Organizes and executes daily tasks in appropriate priority to achieve optimal productivity, accountability and efficiency.

6. Participates in educational programs to meet mandatory requirements and identified needs with regard to job and personal growth.

7. Attends department meetings, teleconferences and webcasts as necessary.

8. Monitors accounts to facilitate timely follow-up and payment to maximize cash receipts.

9. Provides excellent customer service to patients, visitors and employees.

10. Participates in performance improvement initiatives as requested.

11. Works with supervisor and manager to develop and exceed annual goals.

12. Maintains confidentiality according to policy when interacting with patients, physicians, families, co-workers and the public regarding demographic/clinical/financial information.

PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Frequent walking, standing, stooping, kneeling, reaching, pushing, pulling, lifting, grasping, and feeling are necessary body movements utilized in preforming duties throughout the work shift.

2. Visual acuity must be within normal range.

3. Must be able to exert in excess of 50 lbs. of force occasionally, and/or up to 25 pounds of force frequently, and/or up to 10 pounds for force constantly to move objects.

4. Must have manual dexterity to operate keyboards, fax machines, telephones, and other business equipment.

WORKING ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Exposed to high stress and constant interruptions.

2. Normal business office surroundings.

SKILLS AND ABILITIES:

1. Professional interactions at all times.

2. Excellent oral and written communication skills.

3. Knowledge of medical terminology.

4. Knowledge of third party payors.

5. Knowledge of collection procedures.

6. Knowledge of ICS-9 and CPT coding.

7. Excellent Customer Service and telephone etiquette

8. Ability to use tact and diplomacy in dealing with others.

9. Demonstrated customer service relations.

10. Analytical skills necessary for problem solving

11. Knowledge of Fair Debt Collection Act.

12. Specialized courses or seminars over and above high school that are directly related to collections, medical field, hospital business office setting.

13. Ability to understand written and oral communication.

Additional Job Description:

Scheduled Weekly Hours:

Shift:

Exempt/Non-Exempt:

Company:

Cost Center: