Copay Collection & Rescheduling Specialist
We are seeking an experienced and patient-focused Copay Collection & Rescheduling Specialist to support a U.S.-based pulmonary and sleep medicine practice.
The ideal candidate will be responsible for collecting patient copays and outstanding balances before scheduled appointments, coordinating appointment rescheduling, and optimizing provider schedules to minimize gaps and missed visits.
This role requires strong communication skills, attention to detail, and proficiency in Veradigm (formerly Allscripts) to efficiently manage patient accounts, payment processing, and scheduling workflows.
Key Responsibilities
Copay Collection & Patient Financial Coordination
- 1. Review upcoming appointments in Veradigm to identify copays, deductibles, coinsurance, and outstanding patient balances.
- 2. Conduct outbound calls to patients before their scheduled visits to collect copays and other patient-responsible amounts.
- 3. Verify insurance eligibility and benefits to determine accurate patient financial responsibility.
- 4. Provide clear estimates for upcoming services, including sleep studies, pulmonary function tests (PFTs), and office consultations.
- 5. Process and accurately post pre-visit payments in Veradigm while ensuring secure payment handling.
- 6. Assist patients with payment arrangements in accordance with practice policies.
- 7. Coordinate with front desk staff regarding patients with pending balances or unpaid copays.
- 8. Escalate billing disputes and complex account concerns to the appropriate billing team.
Appointment Scheduling & Rescheduling
- 1. Contact patients who missed, canceled, or requested changes to their appointments and facilitate timely rescheduling.
- 2. Manage scheduling for pulmonary consultations, sleep studies (PSG and HST), PFTs, and CPAP follow-up visits.
- 3. Monitor cancellation lists and waitlists to fill available appointment slots and maximize provider utilization.
- 4. Confirm upcoming appointments and communicate necessary pre-visit instructions.
- 5. Follow provider scheduling templates, appointment guidelines, and practice protocols.
- 6. Maintain accurate records of patient communications, scheduling updates, and appointment changes in Veradigm.
Documentation & Compliance
- 1. Ensure accurate documentation of all patient interactions, collections, and scheduling activities.
- 2. Maintain patient confidentiality and comply with HIPAA regulations and applicable PCI payment security standards.
- 3. Collaborate with clinical, billing, and administrative teams to ensure smooth patient scheduling and payment workflows.
Qualifications
- 1. At least 3 years of experience in medical pre-visit collections, point-of-service collections, patient scheduling, or front-office operations within a healthcare practice.
- 2. Strong hands-on experience with Veradigm (formerly Allscripts) is required.
- 3. Proven experience handling patient copays, deductibles, coinsurance, and outstanding balance collections.
- 4. Knowledge of insurance eligibility verification, benefits coordination, and patient financial responsibility.
- 5. Experience managing appointment scheduling, rescheduling, cancellations, and patient follow-ups.
- 6. Excellent verbal and written English communication skills, particularly when handling patient financial concerns.
- 7. Strong organizational skills, attention to detail, and ability to manage multiple priorities.
- 8. Familiarity with HIPAA regulations and secure payment processing procedures.
- 9. Ability to work independently while collaborating effectively with healthcare providers and administrative teams.
- 10. Previous experience supporting a pulmonary, sleep medicine, or specialty healthcare practice.
- 11. Familiarity with sleep studies (PSG and HST), pulmonary function tests (PFTs), and CPAP-related appointments.
- 12. Experience with patient payment plans, accounts receivable follow-ups, and appointment optimization.
- 13. Strong patient service skills with the ability to handle sensitive financial conversations professionally and empathetically.
- 14. Amenable to work during US hours
- 15. Must be willing to undergo a background check as part of the hiring process.
Perks
- 1. Permanent Work From Home
- 2. Leave Credits
- 3. Monetary Allowance
- 4. Annual Bonus
- 5. Weekly Paychecks
- 6. Fixed Weekends Off
- 7. Thriving Company Culture with Complete Autonomy
- 8. Exclusive Specialized Training Programs
- 9. Unlock Your Potential with a Highly Competitive Salary
Who are we?
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Our Commitment to delivering high-quality results for our clients and the only way to do that is ensuring a rewarding, respectful and productive experience for our employees. We hold the same values for both our customers and our employees.