Patient A.R. Support Specialist

Purpose
Centralized support role responsible for helping offices with patient billing tasks, including:
• Sending statements
• Posting payments
• Supporting internal collections
• Managing collection agency processes
The goal is to ensure patient balances are handled accurately, timely, and consistently across all offices.

Core Responsibilities
Patient Statements & Billing
• Ensure patient statements are sent based on each office's setup:
• Automatically when systems are in place
• Manually when needed
• Follow up on expired or failed credit card payments:
• Attempt to collect updated payment information by phone
• If no response, start the billing process with the patient
• Support offices with patient billing-related voicemails
Payment Posting
• Post all digital patient payments (such as Stax) into the PMS in a timely manner
• Manually process any remaining financial agreements
Internal Collection & Agency
• Monitor patient balances that have completed internal billing
• Send qualifying accounts to collections based on location-specific guidelines
• Make necessary account adjustments related to collections
Account Support & Documentation
• Research and help resolve confusing or unclear patient balances for offices
• Maintain clear, accurate notes in the PMS for all patient interactions and account activity
• Communicate clearly with offices regarding account findings or next steps

Mail & Check Support (Temporary Responsibility)
• Pick up checks from office locations as needed
• Sort and forward checks to the billing team
• Support check handling and deposits while mail volume remains centralized
• Note: Mail and check-related duties are expected to decrease over time as processes shift to office-level handling & EFTs.

Role Expectations
• Strong attention to detail
• Comfortable working independently
• Willing to ask questions when unsure
• Organized and consistent with documentation
• Clear, professional communication with offices and patients
• Note: This r...