About this role
ESSENTIAL FUNCTIONS:
- Contact patients before appointments to verify demographic and insurance information.
- Verify insurance eligibility and benefits.
- Obtain prior authorizations or referrals when required.
- Review patient balances, copays, deductibles, and coinsurance.
- Estimate patient out-of-pocket expenses.
- Collect copayments, deposits, or pre-service payments.
- Explain financial policies and payment options to patients.
- Document all patient communications and insurance verification in the medical record or practice-management system.
- Coordinate with providers, scheduling, billing, and registration teams to resolve issues before the patient's appointment.
- Identify missing or inaccurate information that could delay billing or reimbursement.
- Protect patient confidentiality and follow HIPAA requirements.
- Provide professional customer service while handling sensitive financial and medical information.
- Other duties as assigned.
Qualifications
Required Competencies
- Adaptability - Adapts to changes in the work environment; Manages competing demands; Able to deal with frequent change, delays, or unexpected events.
- Attitude – Displays passion for job and a can-do attitude.
- Cost Consciousness - Conserves departmental resources.
- Initiative - Takes independent actions and calculated risks.
- Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work.
- Departmental Support - Follows policies and procedures; Supports department's goals and values.
- Oral Communication - Speaks clearly and conveys information effectively; Responds well to questions. Gives full attention to what others are saying; Takes time to understand the points being made, asking questions as appropriate; Does not interrupt at inappropriate times.
- Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently.
- Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration.
- Safety and Security - Observes safety and security procedures; Determines appropriate action beyond guidelines; Reports potentially unsafe conditions; Uses equipment and materials properly.
- Teamwork - Contributes to a positive team spirit; Displays a whatever-it-takes approach to job.
- Quality Management - Looks for ways to improve quality; Is accurate and thorough.
Education: High school diploma or equivalent GED, / bachelor’s degree, desired
License/Certifications: none
Language Skills: Ability to understand written sentences and paragraphs in work related documents.