Patient A/R & Billing Specialist

Optivate Health, LLC; Florida; On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k)

Job summary

Optivate Health, LLC is seeking a detail-oriented Patient AR & Billing Specialist to join our RCM team in Florida. You will manage patient AR billing cycles, generate statements, review exceptions, and support pre-collections reporting with accuracy and confidentiality.

The role requires strong analytical skills, proficiency in Microsoft Office, and excellent communication. Minimum one year in patient billing/collections and HIPAA-compliant practices are expected.

Qualifications

• High school diploma or equivalent is required.
• At least 1 year of experience in patient billing/collections is required.
• Understanding of healthcare insurance billing procedures is essential.
• Strong analytical and problem-solving skills are required.
• Excellent attention to detail and accuracy is expected.
• Proficiency in Microsoft Office (Word, Excel) and basic software skills are required.

Responsibilities

• Generate statements by client on a weekly basis.
• Review and work statement exceptions weekly.
• Update bad addresses for patients.
• Prepare client refund reports monthly for review and approval.
• Process refunds to patients.
• Maintain cycle collections and pre-collections reports for clients.
• Act as Point of Contact for Client Call Center and resolve inquiries.
• Provide excellent customer service to patients and clients.

Skills

Attention to detail

Analytical thinking

Communication skills

Team collaboration

Time management

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Patient billing software

Job description

Position Summary

We are seeking a detail-oriented and organized individual to join Optivate’s RCM division as a Patient AR & Billing Specialist. In this crucial role, you will play a vital part in ensuring the Patient AR Billing Cycle runs smoothly. This is essential to the financial health of our Company. You will be responsible for timely and accurate processing of statements, patient credit management, and the outside collections process. This position requires strong analytical skills, attention to detail, and excellent communication abilities.

Key Responsibilities

• Generation of statements by client on a weekly basis
• Review and work statement exceptions on a weekly basis
• Ensure that all bad addresses for patients are updated accordingly
• Generate, review, and correct the POS report for patient payments
• Provide feedback to the President and Director of Operation RCM Management for clients that are not adhering to policy
• Distribute Escrow throughout all clients as appropriate
• Prepare client refund reports monthly for review and approval
• Process refunds to patients
• Maintain the Cycle collections for each client. Ensuring that Pre-collections reports are sent monthly to each client
• Process Pre-collections reports timely
• Communicate effectively with other members of the team
• Maintain a positive and collaborative working environment with other team members
• Act as the Point of Contact for the Client Call Center. Resolving Inquiries/Tasks from the Call Center Representatives
• Provides excellent customer services to patients and clients
• Provide support to clients as requested or needed
• Maintains up-to-date knowledge of industry knowledge/changes
• Follow established company policies and procedures
• Abides by HIPAA Policy
• Other Duties as assigned

Qualifications

• High school diploma or equivalent required
• Minimum of one year of experience in patient collections/ medical billing field required
• Excellent understanding of healthcare insurance billing procedures
• Strong analytical and problem- solving skills
• Excellent attention to detail and accuracy
• Proficient in Microsoft Office Suite (Word, Excel)
• Ability to work independently and as part of a team
• Excellent communication and interpersonal skills
• Ability to meet deadlines
• Strong organizational and time management skills
• Ability to learn new software and procedures quickly

Why Join Optivate?

• Opportunity to help scale a rapidly growing ophthalmology-focused healthcare technology platform
• High-impactrole with directexposure to executive leadership and strategic growth initiatives
• Comprehensive benefits including medical, dental, vision, and 401(k)
• Backing from a growth-oriented private equity partner committed to long-term investment and innovation
• Collaborative, entrepreneurial culture focused onthe success of the customerand operational excellence
• Competitive compensation package and long-term growth potential