Patient Account Representative Job Description template and pdf with duties [2024]

Job summary 1

We are hiring for a Patient Account Representative to assist with updating patient medical accounts and working closely with the rest of the team. The ideal candidate has excellent organizational skills, communication skills, and the desire and ability to learn quickly. Working as a part of a team to meet deadlines, but also being able to work independently is crucial to the success in this position. We are looking for candidates who will actively exhibit Service Excellence, Transparency, Teamwork, Accountability, Hard Work, and a Positive Attitude in their job.

Duties & Responsibilities 1

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Requirements & Skills 1

Job summary 2

The Patient Account Representative will edit and/or prepare UB, CMS 1500, ADA, and other utilized billing forms via paper or electronic means; Analyze financial information to determine the patient's ability to pay or qualify for financial assistance; Analyze credit balances to determine appropriate action. The position will also be responsible to prepare accounts receivable adjustments; Utilizing available resources to obtain eligibility information; Updating patient demographic and financial information; Communicate with Medical Centers' staff, patients, and payers, as required to obtain or verify billing information or payment; Answer questions, resolve concerns and document specific actions taken on individual accounts in the Epic Hospital Billing and/or Professional Billing systems. This position is responsible for considering the status of the entire patient account and for exercising judgment to determine the appropriate course of action to bring the account to resolution.

Duties & Responsibilities 2

Requirements & Skills 2

High School graduation or equivalent AND two years of experience in patient accounting, customer service, or a related office environment
Knowledge of UB, CMS 1500, ADA, and other utilized billing forms and payer requirements
Knowledge of Epic Hospital Billing and/or Professional Billing, and registration systems

Job summary 3

We are seeking a Patient Account Representative to join our team! As the Patient Account Representative, you will monitor assigned patient accounts for accurate and timely payment of claims by managing work queue, aging lists, and claims correspondence; review claim denials for problem areas; resubmits claims and file appeals as necessary.

Duties & Responsibilities 3

professionally manages customer/client interactions; responds promptly to requests for service and assistance and meets those commitments.
Answers inquiries and resolves patient account questions; contacts patients to obtain or relay account information.
Manages work queue, aging lists, and claims correspondence to assure accurate and timely payment of accounts.
Verifies completeness and accuracy of billing data and revises any errors.
Reviews aging accounts to collect amounts due or initiates escalation procedures for collections, according to established guidelines.
- Audits and resolves discrepancies on patient accounts; reviews accounts for non-covered or out-of-network procedures and refers adjustments according to established guidelines.
- Maintains and protects confidentiality in all aspects of patient health information, proprietary information, and employee information.
- Analyzes credit balances and refunds on patient accounts.

Requirements & Skills 3

Minimum 1-year experience with Billing, Accounts Receivable, Denials, and Appeals
Proficient in Microsoft Office, Internet, and medical billing systems.
Ability to work effectively and relate well to patients, clients, colleagues, and individuals inside and outside the company.
Ability to work in a fast-paced environment with demonstrated ability to prioritize multiple, competing tasks and demands, and to seek supervisory assistance as appropriate.
Solid working knowledge of the healthcare industry and experience in healthcare technology, particularly Practice Management systems.
- Ability to jump in and learn quickly
- Ability to work independently
- Medicare knowledge

Job summary 4

The Patient Account Representative provides administrative support to the daily verification operations within the assigned function(s). The incumbent ensures data accuracy and integrity of patient information through the verification process. The Patient Account Representative works with cross-divisional teams in the identification and resolution of outstanding issues within the assigned function(s).

Duties & Responsibilities 4

Verify and reports general patient information in the facilitation of billing and collections activities.
Under general supervision, analyze and resolve benefits and insurance information; ensure reconciliation of data within company-defined deadlines and compliance with company policies and procedures.
Generate and analyze diverse reports and work lists in the identification and resolution of general patient account issues.
Act as a liaison by working with cross-divisional teams in the identification and resolution of outstanding issues.
- Assist with various projects as assigned by direct supervisor.
- Other duties as assigned.
- Additional responsibilities may include focusing on one or more departments or locations. See applicable addendum for department or location-specific functions.

Requirements & Skills 4

High School Diploma required.
1-2 years related experience.
Good computer skills with working knowledge of word processing, spreadsheet, and email applications.
Detail oriented with good analytical and organizational skills.
- Good interpersonal skills with the ability to work cohesively within a team environment.
- Possess a positive, enthusiastic, and energetic attitude.
- Excellent oral and written communication skills to effectively communicate with all levels of management.

Job summary 5

The Patient Account Representative is responsible for follow-up on rejected claims; assisting patients with account questions demonstrating caring and compassion through verbal and written communications; reviewing accounts that have a balance in which the patient is responsible for determining collection status; identifying credits on accounts.

Duties & Responsibilities 5

Assists patients, insurance company representatives, collection agency employees, and other staff members with account questions or problems related to patient or third-party payments, rejections, adjustments, collections, financial status, etc.
Enters In and Outpatient charges for all providers in the Companion Medical System promptly set by office goals.
Works all rejected or unpaid claims.
Pre-certs verifies, and documents insurance information in patient accounts on the computer system as required by the third-party payer for each patient.
Ensures that the entire office staff has all the information necessary to treat, collect a payment, etc. on each patient for each visit.
Validates the accuracy of patient information so that future billing and follow-up activities are conducted effectively and to assure a high degree of the patient (customer) service.
- Assures that any adjustments and write-offs to accounts are done according to office policy and procedure.
- Maintains a suspense file of accounts that need additional information, eligibility determination, and/or visit pre-certification and completes all pending accounts before follow-up visits by the patient.
- Processes all correspondence related to insurance pre-certs, verifications, follow-ups, lawyers, and patients courteously and cooperatively.

Requirements & Skills 5

Six months to one-year related experience and/or training; or equivalent combination of education and experience.
High School Diploma or Equivalent (GED) from an accredited school required.

Job summary 6

We are dedicated to providing patient-centered health care and are looking for a Patient Account Representative who can demonstrate the highest level of customer service.

Duties & Responsibilities 6

Monitor patient account details.
Follow up with insurance claims and denials.
Collect and process payments.
Prepare, review, and send out patient statements.
Resolves patient billing complaints.
Scan and file insurance and patient payments.
- Assist with month-end close, reports, pending insurance claims, and purge.
- Assist with financial and billing audits.
- Maintains confidentiality and adheres to all HIPAA guidelines.

Requirements & Skills 6

Job summary 7

The Patient Account Representative works under the direction of the Patient Financial Service Manager. Is engaged in activities relating to the collection of payment and/or resolution of self-pay balance accounts.

Duties & Responsibilities 7

Requirements & Skills 7

Education: Some colleges preferred.
Experience: One-year prior experience in a hospital setting or billing certification; Experience in a clinic, payer, or collection agency setting may be substituted. Must have a working knowledge of managed care, and Medicare/Medi-Cal Billing regulations.

Job summary 8

According to established procedures, the Patient Account Representative obtains demographic, medical, and insurance information at the bedside for patients in the Emergency Department; enters necessary information into computer records; and performs various other clerical and record-keeping tasks related to registration.

Duties & Responsibilities 8

Requirements & Skills 8

Work requires one to three months of experience within the department to meet quality and quantity standards.
Work requires familiarity with hospital departments and services, medical terminology, requisition forms, insurance coverage, and forms, department policies, and efficient bed utilization procedures, generally acquired through three months of experience within the department.
Work requires interpersonal skills and sensitivity sufficient to interact effectively, cordially, and tactfully with all customers.
- Work requires the ability to accurately and efficiently operate various equipment used in the course of the workday, such as a computer, computer keyboard, fax machine, photocopier, telephone, and so forth.
- Work requires the ability to meet deadlines and to concentrate and pay attention to details.
- Must be dependable, trustworthy, and able to deal with sensitive facts and information in a completely confidential manner at all times.

Job summary 9

The Patient Account Representative greets and admits customers and patients and performs routine reception duties including filing and answering the phone.

Duties & Responsibilities 9

Schedules greets and admits customers and patients
- Answers and relays phone messages
- Prepares charts and completes filing, as needed
- Assist department as needed

Requirements & Skills 9

Computer and typing experience
Preferred: High School Diploma or Equivalent
Preferred: Data processing and data entry experience
Computer applications, MS Office, EMR, internet applications, and standard office equipment
Strong interpersonal, verbal, and written communication skills
Demonstrates sound judgment, and patience, and maintains a professional demeanor at all times
- Ability to analyze, organize and prioritize work while meeting multiple
- Strong emotional intelligence, interpersonal and teamwork skills
- Exercises tact, discretion, sensitivity and maintains confidentiality

Job summary 10

The Patient Account Representative participates in all patient account activities regarding the collection of accounts, including but not limited to, payment analysis, credit, collections, and/or financial counseling.

Duties & Responsibilities 10

Requirements & Skills 10

Education: High School plus specialized training
Experience: None

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