Patient Account Representative

Prevea-Health; Green Bay (WI); On-site; USD 36,000 - 54,000; Full time

Job summary

Prevea Health is seeking a Patient Account Representative who works directly with patients carrying outstanding balances. This role focuses on counseling patients on financial options, establishing payment arrangements, and maintaining respectful relationships while supporting the clinic's revenue cycle.

The position requires strong communication skills, empathy, and the ability to navigate sensitive financial conversations professionally.

Qualifications

• High School Diploma and/or GED Required
• 1-3 years Collection experience Preferred
• 1-3 years healthcare and insurance experience helpful Preferred
• Demonstrated ability to interact with patients in a courteous, respectful, and professional manner
• Proficient computer skills including experience with electronic health records, patient accounting systems, and standard office software (Microsoft Office or similar)

Responsibilities

• Counsel patients regarding outstanding balances and available financial arrangements, explaining clinic policies and payment options clearly and compassionately to support patient understanding and satisfaction.
• Receives incoming phone calls from patients to set up, document, and manage payment plans in accordance with clinic credit and collection guidelines.
• Work with patients who have outstanding self-pay balances to ensure timely resolution, appropriate follow-up, and accurate account status.
• Communicate effectively with other Business Office departments regarding patient accounts, payment arrangements, and account status to ensure continuity and accuracy.
• Maintain thorough and accurate documentation of patient communications, payment plans, and account activity within the patient accounting system.
• Maintain the ability to work a flexible schedule as needed to meet departmental and patient service needs.
• Perform other related duties as assigned to support Business Office operations.

Skills

Customer service

Communication skills

Financial counseling

Payment plans

Account management

EHR familiarity

Education

High School Diploma or GED

Tools

EHR systems

Microsoft Office

Job description

This position is full-time, 40-hours per week. It is full-time benefit eligible.

Come work where we specialize in you! We have nearly 2,000 reasons for you to consider a career with Prevea Health—they're our employees. We're an organization that values kindness, responsibility, inclusivity, wellness and inspiration. At Prevea, we provide continuous education, training and support so every member of the team contributes to our success. Together we are the best place to get care and the best place to give care.

Job Summary

At Prevea Health, the Patient Account Representative works directly with patients who have outstanding balances for services. This role is responsible for counseling patients on financial options, establishing payment arrangements in accordance with clinic credit and collection policies, and maintaining positive, respectful relationships while supporting the clinic's revenue cycle. The position requires strong communication skills, empathy, and the ability to navigate sensitive financial conversations professionally.

What you will do

• Counsel patients regarding outstanding balances and available financial arrangements, explaining clinic policies and payment options clearly and compassionately to support patient understanding and satisfaction.
• Receives incoming phone calls from patients to set up, document, and manage payment plans in accordance with clinic credit and collection guidelines.
• Work with patients who have outstanding self-pay balances to ensure timely resolution, appropriate follow-up, and accurate account status.
• Communicate effectively with other Business Office departments regarding patient accounts, payment arrangements, and account status to ensure continuity and accuracy.
• Maintain thorough and accurate documentation of patient communications, payment plans, and account activity within the patient accounting system.
• Maintain the ability to work a flexible schedule as needed to meet departmental and patient service needs.
• Perform other related duties as assigned to support Business Office operations.

Education Qualifications

• High School Diploma and/or GED Required

Experience Qualifications

• 1-3 years Collection experience Preferred
• 1-3 years healthcare and insurance experience helpful Preferred

Skills and Abilities

• Demonstrated ability to interact with patients in a courteous, respectful, and professional manner, consistently upholding the clinic’s professional image—even in challenging or emotionally charged situations.
• Maintains a positive, calm, and solution-oriented attitude when working with patients experiencing financial stress or adverse circumstances.
• Ability to work efficiently and accurately in a fast-paced environment while managing multiple priorities and meeting established deadlines.
• Strong interpersonal skills with the ability to communicate tactfully and professionally with patients, physicians, insurance representatives, and coworkers.
• Excellent verbal and written communication skills, with the ability to clearly explain financial information and policies to patients while maintaining a high standard of service and work quality.
• Working knowledge of clinic credit policies, billing procedures, and basic healthcare financial processes, or the ability to learn and apply this information quickly.
• Proficient computer skills, including experience with electronic health records, patient accounting systems, and standard office software (Microsoft Office or similar).
• Bilingual communication skills (Spanish/English) preferred, with the ability to effectively assist Spanish-speaking patients.

Physical Demands

• Sit - Constantly
• Stand - Rarely
• Walk - Rarely
• Bend (Neck) - Occasionally
• Gross Manipulation (Hands/Arms) - Rarely
• Squat - Rarely
• Twist/Turn (Neck) - Occasionally
• Lift/Carry 0-10 lbs. - Frequently
• Lift/Carry 11-25 lbs. - Rarely
• Lift/Carry 26-35 lbs. - Rarely
• Push/Pull up to 10 lbs. - Rarely
• Push/Pull 11-25 lbs. - Rarely
• Push/Pull 26-35 lbs. - Rarely
• Reach (Above shoulder level) - Rarely
• Reach (Below shoulder level) - Constantly
• Simple Grasping (Hands/Arms) - Constantly
• Fine Manipulation (Hands/Arms) - Constantly
• Gross Manipulation (Hands/Arms) - Occasionally

Working Conditions

• Noise - Occasionally

Travel Requirements

• 5%

Hearing Requirements

• Hears Whispers < 3 feet - Constantly
• Hears Whispers 3-8 feet - Constantly

Vision Requirements

• Color Discrimination - Constantly
• Near Vision (Correctable to Jaeger 2 or 20/40 binocular) - Constantly
• Distance Vision (Correctable to Snellen chart 20/40 binocular) - Constantly

Prevea is an Equal Employment Opportunity/Affirmative Action employer. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United State and to complete the required employment eligibility document form upon hire. Prevea participates in E-verify. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify

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E-Verify

E-Verify

Incompliance in federal law, all persons hired will be required to verifyidentity and eligibility to work in the United State and to complete the required employment eligibility document form upon hire. Prevea participates inE-Verify. To learn more about E-Verify, including your rights andresponsibilities, please visit www.dhs.gov/E-Verify

EEO is the Law