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Patient Financial Services

Refund Specialist - Full Time - 11/09/18

Bargaining Unit:    Non-Licensed                         Rate of Pay:  $20.28 / HR + DOE

SUMMARY:   Analyzes credit balances for refund or adjustment to the patient’s account.  Determines what will be necessary to correct the credit on the patients account.  Processes statements from CPSI until conversion to EPIC is complete.  Provides reporting from multiple systems for multiple clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES (include but not limited to):

Identifies refunds utilizing all tools and department systems available.

Runs ad hoc and scheduled reports for management and for outside services, including but not limited to quarterly Medicare credit balance report for all entities and HELP Financial updates.

Runs accurate patient statements from CPSI weekly.

Processes weekly and month-end closing for CPSI.

Assists with on-site credit balance reviews by payers and in-house auditors.

Posts charges and/or adjustments to all systems as needed including post-audit adjustments.

Researches and resolves unapplied payments in the undistributed account.

Documents all activities via mail, e-mail, telephone, written correspondence or in person into the patient’s account.

Cross-trains in other related business office functions to ensure smooth operation of the department.

Communicates with the finance department, as necessary regarding GL accounts to resolve all cash-related issues.

Provides back-up coverage for the front desk for breaks, lunches and other times as required.

Opens, organizes and distributes the mail independently.

Maintains confidentiality of all protected health information (PHI).

Other duties as may be assigned.

Demonstrates System Values in performance and behavior.

Complies with System policies and procedures.

EDUCATION AND EXPERIENCE:  High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.

OTHER EXPERIENCE/QUALIFICATIONS: Preferred two years in health care financial related experience.  This position requires detailed analysis and critical thinking.