What are the responsibilities and job description for the Patient Collections Reconciliation Specialist position at South Florida Orthopaedics and Sports Medicine?
Job Type
Full-time
Description
The Patient Collections Reconciliation Specialist provides in-person and telephone support to patients who have questions about their account balance. Provides on-site support for the Billing office with reconciling daily payment batches, preparing daily deposit and maintains site petty cash.
Collections
- Responds to all incoming telephone calls and in-office patients, in need of assistance with their account balance. Provides prompt, courteous, and accurate information to inquiries related to patient accounts. Makes every reasonable effort to assist in resolution of problems or requests.
- Contacts patients with balances prior to their next visit to advise of outstanding balance due at time of visit.
- Follows established procedures for payment method (credit card, check, cash) and posting by Billing Department.
- Creates and maintains credit card contracts in Lucy for monthly payments.
- Assists patients with care credit applications and explains care credit procedures.
- Meets with Manager to review status of patient accounts. Prepares to respond to questions regarding account status.
- Effectively utilizes EMR and billing systems to access any patient information required for submission of claims, working outstanding patient accounts, and responding to questions.
- Performs other duties as assigned.
Payment Reconciliation
1. Posts credit card payments, charges (future state), and employee, self-pay, insurance only and no charge fee tickets (future state).
2. Receives batches from Check-out staff within the Tradition office, when staff are finished posting work within a specified time period. Ensures "Billing Daily Batch Slip" is completed. Tabulates credit card receipts, cash and checks to verify correct reporting on Slip totals. Notifies Front Office Manager of discrepancies.
3. Reconciles NextGen "Payment Posting Report" with "Billing Daily Batch Slip". Research discrepancies between payments and posting. Notifies Front Office Manager of errors. Once correct, close individual batches in NextGen.
4. Accurately enters data into the "Daily Batch Reconciliation" excel spreadsheet for each Tradition position / individual. Collaborates with Billing Manager regarding updates to spreadsheet.
5. Prepares daily bank deposit for all checks and cash. Serves as liaison for bank courier, following established protocol for pick-up and timing. Forwards completed deposit books to Finance.
6. Prepares batch documents for delivery to Finance department, leaving batches together with receipts.
7. Creates batch for medical records payments.
8. Maintains petty cash bag for Tradition location. Makes change for staff as needed.
9. Performs other duties as assigned.
Requirements
Expectations
Physical Demands :
