Patient Collection Specialist

Overview

This role supports Ob-Gyn providers by managing patient billing and insurance inquiries. The Patient Collection Specialist is responsible for researching accounts, verifying balances, and ensuring compliance with billing policies. The position involves working closely with patients, revenue specialists, third-party payers, and medical practices to optimize collections and manage patient accounts.

Responsibilities

• Communicate with patients or guarantors by phone to secure payment of outstanding balances and update demographic and insurance information
• Facilitate patient balance worklists through proactive outreach and calls
• Record payment information for processing
• Document all patient communications in electronic medical records, including notes on specific claims when applicable
• Create and monitor payment plans in accordance with organizational financial policies
• Manage returned mail and bankruptcy notices promptly following financial policies
• Assist patients with questions about balance origin, resolution, payment plans, and assistance applications, maintaining professionalism and customer service
• Research Explanation of Benefits (EOBs), statements, and other documentation to resolve balance issues
• Report on cumulative patient account balances using Excel as needed
• Communicate with Practice Management regarding patient balance adjustments or related issues
• Collaborate with third-party collections agencies to add or remove patient balances from collections status
• Initiate and execute patient refund requests according to internal financial policies

Qualifications

• Associate's degree from an accredited institution preferred
• Minimum of 2 years customer service experience
• Knowledge of insurance processes and relevant local, state, and federal regulations
• Excellent written and verbal communication skills
• Strong customer service orientation
• Advanced proficiency in Microsoft Office
• Strong organizational, problem-solving, and decision-making abilities
• Ability to prioritize and manage multiple projects simultaneously
• Self-motivated and able to work independently with minimal supervision
• Detail-oriented with strong research and follow-up skills
• Ability to work effectively both independently and as part of a team

Compensation & Benefits

• Medical, dental, and vision insurance plans, including fertility benefits and supplemental insurance options
• Paid time off including vacation, personal days, and paid holidays
• 401(k) plan with employer contribution
• Flexible Spending Accounts (FSAs) and Health Savings Accounts (HSAs)
• Short- and long-term disability coverage
• Paid parental leave
• Basic life insurance with optional additional coverage
• Employee Assistance Program
• Commuter benefits
• Pet insurance
• Identity theft protection
• Professional development opportunities and resources

Location

Information about the work location is not specified in the job description.