Under the direction of the Manager Patient Finance & Collections the Patient Finance Specialist is responsible for reviewing managing and processing patient refund requests while ensuring compliance with company policies and healthcare regulations. This role involves reviewing patient accounts for overpayments reconciling balances and issuing refunds in a timely and accurate manner. The Patient Finance Specialist will service as the primary point of contact for refund resolution and will be responsible for SalesForce case management. The ideal candidate will have strong attention to detail excellent communication skills and experience in medical billing or accounts receivable.
- Responsible for managing the patient refund and credits workflows reviewing approving and processing patient refunds
- Serve as the subject matter expert and point of escalation for patient credit SalesForce cases
- Reconcile patient accounts to ensure correct application of payments and adjustments
- Investigate and resolve any account discrepancies that may impact refunds including coordination with insurance companies when needed
- Bring complex refund issues to a resolve
- Respond to inquiries and close patient inquiries in a timely manner
- Maintain detailed documentation of refund activities for auditing and reporting purposes
- Communicate with patients regarding refunds providing clear explanations of overpayments and the refund process when applicable
- Coach staff members on proper patient refund procedures
- Enforce internal policies procedures and controls to ensure patient confidentiality and security
- Partner with Customer Service Operations Consultants and RCM Teams to improve efficiency and processes related to patient billing and refunds
- Perform projects on an ad-hoc basis
- Other duties as assigned
Qualifications :
- High School Degree or equivalent preferred
- 2 years of experience in medical billing office or equivalent claims experience
- 2 years of experience in a customer facing role preferred
- 1 year of experience with athenaHealth and/or athena One
- Advanced Microsoft Excel skills (ex: pivot tables VLOOKUP sort/filtering formulas)
- Hands-on experience with patient billing and refunds
The salary range for this role is $21.00 to $26.45 in base pay and exclusive of any bonuses or benefits (medical dental vision life and pet insurance 401K paid time off and other wellness programs). This role is also eligible for an annual bonus targeted at 10% . The base pay offered will be determined based on relevant factors such as experience education and geographic location.
Additional Information :
All your information will be kept confidential according to EEO guidelines.
Technical Requirements (for remote workers only not applicable for onsite/in office work):
In order to successfully work remotely supporting our patients and providers we require a minimum of 5 MBPS for Download Speed and 3 MBPS for the Upload Speed. This should be acquired prior to the start of your employment. The best measure of your internet speed is to use online speed tests like This gives you an update as to how fast data transfer is with your internet connection and if it meets the minimum speed requirements. Work with your internet provider if you have questions about your connection. Employees who regularly work from home offices are eligible for expense reimbursement to offset this cost.
Privia Health is committed to creating and fostering a work environment that allows and encourages you to bring your whole self to work. We understand that healthcare is local and we are better when our people are a reflection of the communities that we serve. Our goal is to encourage people to pursue all opportunities regardless of their age color national origin physical or mental (dis)ability race religion gender sex gender identity and/or expression marital status veteran status or any other characteristic protected by federal state or local law.
Remote Work :
Yes
Employment Type :
Full-time
Under the direction of the Manager Patient Finance & Collections the Patient Finance Specialist is responsible for reviewing managing and processing patient refund requests while ensuring compliance with company policies and healthcare regulations. This role involves reviewing patient accounts for o...
Under the direction of the Manager Patient Finance & Collections the Patient Finance Specialist is responsible for reviewing managing and processing patient refund requests while ensuring compliance with company policies and healthcare regulations. This role involves reviewing patient accounts for overpayments reconciling balances and issuing refunds in a timely and accurate manner. The Patient Finance Specialist will service as the primary point of contact for refund resolution and will be responsible for SalesForce case management. The ideal candidate will have strong attention to detail excellent communication skills and experience in medical billing or accounts receivable.
- Responsible for managing the patient refund and credits workflows reviewing approving and processing patient refunds
- Serve as the subject matter expert and point of escalation for patient credit SalesForce cases
- Reconcile patient accounts to ensure correct application of payments and adjustments
- Investigate and resolve any account discrepancies that may impact refunds including coordination with insurance companies when needed
- Bring complex refund issues to a resolve
- Respond to inquiries and close patient inquiries in a timely manner
- Maintain detailed documentation of refund activities for auditing and reporting purposes
- Communicate with patients regarding refunds providing clear explanations of overpayments and the refund process when applicable
- Coach staff members on proper patient refund procedures
- Enforce internal policies procedures and controls to ensure patient confidentiality and security
- Partner with Customer Service Operations Consultants and RCM Teams to improve efficiency and processes related to patient billing and refunds
- Perform projects on an ad-hoc basis
- Other duties as assigned
Qualifications :
- High School Degree or equivalent preferred
- 2 years of experience in medical billing office or equivalent claims experience
- 2 years of experience in a customer facing role preferred
- 1 year of experience with athenaHealth and/or athena One
- Advanced Microsoft Excel skills (ex: pivot tables VLOOKUP sort/filtering formulas)
- Hands-on experience with patient billing and refunds
The salary range for this role is $21.00 to $26.45 in base pay and exclusive of any bonuses or benefits (medical dental vision life and pet insurance 401K paid time off and other wellness programs). This role is also eligible for an annual bonus targeted at 10% . The base pay offered will be determined based on relevant factors such as experience education and geographic location.
Additional Information :
All your information will be kept confidential according to EEO guidelines.
Technical Requirements (for remote workers only not applicable for onsite/in office work):
In order to successfully work remotely supporting our patients and providers we require a minimum of 5 MBPS for Download Speed and 3 MBPS for the Upload Speed. This should be acquired prior to the start of your employment. The best measure of your internet speed is to use online speed tests like This gives you an update as to how fast data transfer is with your internet connection and if it meets the minimum speed requirements. Work with your internet provider if you have questions about your connection. Employees who regularly work from home offices are eligible for expense reimbursement to offset this cost.
Privia Health is committed to creating and fostering a work environment that allows and encourages you to bring your whole self to work. We understand that healthcare is local and we are better when our people are a reflection of the communities that we serve. Our goal is to encourage people to pursue all opportunities regardless of their age color national origin physical or mental (dis)ability race religion gender sex gender identity and/or expression marital status veteran status or any other characteristic protected by federal state or local law.
Remote Work :
Yes
Employment Type :
Full-time
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