Responsibilities
- Manage workflows related to patient refunds and credit processing, including review, approval, and execution
- Act as the primary resource and escalation point for patient credit cases in SalesForce
- Reconcile patient accounts to verify accurate posting of payments and adjustments
- Examine and resolve account inconsistencies affecting refunds, coordinating with insurers when necessary
- Address and resolve complex refund challenges
- Respond to patient inquiries promptly and ensure timely case closure
- Keep thorough records of all refund-related actions for audit and reporting compliance
- Inform patients about refund status, explaining overpayments and procedures as needed
- Train team members on correct refund handling protocols
- Uphold internal policies and safeguards to protect patient confidentiality and data security
- Collaborate with Customer Service, Operations Consultants, and RCM teams to enhance billing and refund processes
- Undertake special projects on an as-needed basis
- Perform additional tasks as assigned
Requirements
- Background in medical billing or accounts receivable
- High level of accuracy and attention to detail
- Strong verbal and written communication abilities
