The Patient Financial Specialist plays a key role in supporting the financial health of the organization by managing patient collections, payment plans, bankruptcy accounts, and coordination with contracted collection agencies. This position requires strong attention to detail, professionalism, and a patient-centered approach when working with sensitive financial information.

The following duties are representative of the position and may be modified as business needs evolve.

• Contact patients regarding outstanding balances and establish, manage, and monitor payment plans

• Upload, maintain, and manage patient accounts within contracted collection agency software

• Resolve and manage patient disputes related to collections

• Work directly with contracted collection agencies to support account resolution

• Handle credit card disputes related to patient accounts

• Manage and track bankruptcy accounts

• Maintain and update bankruptcy cases within the Athenahealth practice management system

• Adhere to all OMG policies and procedures, including HIPAA, OSHA, and PCI DSS requirements

• Maintain strict confidentiality, privacy, and data security standards

• Work within the Billing Compliance Plan and established billing guidelines

• Perform other administrative duties as assigned

• Maintain a clean, organized, and professional work environment

• Deliver faxes and documentation to billing department staff as needed

• High School Diploma or equivalent

• Strong computer skills

• Minimum of 5 years of healthcare collections experience

• Minimum of 2 years of billing experience

• Some college coursework (medical, business, or accounting focus preferred)

• Bilingual (preferred)

• EMR experience, preferably Athenahealth practice management system

• Provide exceptional customer service aligned with the clinic’s mission and values

• Interact with patients and families in a courteous, respectful, and professional manner

• Maintain patient confidentiality in accordance with HIPAA and organizational policies

• Follow proper chain of command for patient concerns or complaints

• Ability to effectively communicate information and respond to questions from patients, staff, and management

• Ability to add, subtract, multiply, and divide using whole numbers, fractions, and decimals

• Ability to define problems, collect and analyze data, establish facts, and draw sound conclusions

• High energy with the ability to adapt to changing workloads and priorities

• Strong decision-making skills based on facts and data

• Demonstrates compassion, quality, loyalty, and conscientiousness

• Ability to build and maintain effective working relationships with patients, families, and staff

• This position does not have supervisory responsibilities

• Regularly required to stand; use hands to handle or feel; reach with hands and arms; and talk or hear

• Occasionally required to walk, sit, stoop, kneel, crouch, or crawl

• Frequently lift and/or move up to 10 pounds; occasionally lift and/or move more than 25 pounds

• Vision requirements include close vision, distance vision, and ability to adjust focus