Patient Collection Specialist

Unified Women's Healthcare; Town of Florida (NY); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health coverage

Paid time off

401(k) plan

Disability insurance

Wellbeing program

Professional development

Job summary

Unified Women’s Healthcare is seeking a Patient Collection Specialist to assist patients with billing questions, verify balances, and ensure policy compliance. This role collaborates with Revenue Specialists, third-party payers, and practices to maximize collections and maintain accurate records.

The position involves creating payment plans, handling returned mail, and researching EOBs. Strong customer service, attention to detail, and MS Office skills are essential for success in this role.

Qualifications

• Associates degree from an accredited university preferred.
• Minimum of 2 years customer service experience.
• Knowledge of insurance processes, and local, state, and federal requirements.
• Excellent written and oral communication skills.

Responsibilities

• Communication with patients or guarantors by telephone to secure payment of outstanding balances.
• Facilitating assigned patient balance worklists through proactive calls and outreach.
• Recording payment information as presented by patient or guarantor for processing.
• Notating in EMR all patient communications pertaining to balances and inquiries.
• Creating and monitoring payment plans per policy guidelines.
• Managing returned mail and bankruptcy notices per policies.
• Assisting patients with balance origination, resolution, and applications for assistance.
• Researching EOBs and statements to aid balance collection challenges.
• Reporting on cumulative patient balances in Excel as needed.
• Communicating with Practice Management regarding balance adjustments and issues.
• Working with third-party collections agencies to update balances.
• Initiating and executing patient refund requests per internal policies.

Skills

Customer service

Communication skills

Organizational skills

Problem solving

Multitasking

Attention to detail

Teamwork

Self-motivated

Education

Associate degree

Tools

Microsoft Office

Job description

Overview

Unified Women’s Healthcare is a company dedicated to caring for Ob‑Gyn providers who care for others, be they physicians or their support staff. A team of like‑minded professionals with significant business and healthcare experience, we operate with a singular mindset - great care needs great care. We take great pride in not just speaking about this but executing on it.

As a company, our mission is to be an indispensable source of business knowledge, innovation and support to the practices in our network. We are advocates for our Ob‑Gyn medical affiliates – enabling them to focus solely on the practice of medicine while we focus on the business of medicine.

The Patient Collection Specialist assists patients with medical billing and insurance related questions through account research, balance verification, and verification of billing and policy compliance. This role is responsible for all activity related to collection of patients’ outstanding balances and is authorized to transfer or adjust patient balances pending manager approval. This person works with the patients, Revenue Specialists, third party payers, and the practices to maximize collections.

Responsibilities

• Communication with patients or guarantors by telephone to secure payment of outstanding balances by the guarantor, and to verify, obtain, and update patient and guarantor demographic information, insurance packages, case policies, or documents necessary for resolution of the patient’s account
• Facilitating assigned patient balance worklists through proactive patient balance calls and outreach campaigns
• Recording payment information as presented by patient or guarantor for processing
• Notating in electronic medical records all patient communication, both verbal and written, as it pertain to general account inquiries, including a copied note in the specified claim if applicable
• Creating and monitoring payment plans in compliance with pre-defined parameters outlined in the organization’s patient financial policies
• Managing returned mail and bankruptcy notices, with prompt associated activities per the organization’s financial policies
• Assisting patients with their questions regarding balance origination, resolution, payment plans and applications for assistance, with an emphasis on professionalism and customer service
• Researching EOBs, print statements, or ad-hoc documentation to assist patients in balance collection challenges as needed
• Reporting on cumulative patient account balances in Excel as needed or requested
• Communicating with Practice Management regarding patient balance adjustments or other issues presented by patient or guarantor
• Working closely with third-party collections agencies to add patient balances to, or remove patient balances from associated status
• Initiating and execution of patient refund requests based on the organization’s internal financial policies

Qualifications

• Associates degree from an accredited university preferred
• Minimum of 2 years customer service experience
• Knowledge of insurance processes, and local, state, and federal requirements
• Excellent written and oral communication skills
• Outstanding customer service skills
• Advanced knowledge of Microsoft Office
• Strong organizational, problem solving and decision-making skills
• Ability to prioritize and manage multiple projects and issues effectively and simultaneously
• Self-motivated and self-starter who can work well under minimal supervision
• Strong attention to detail, research and follow up skills
• Ability to work both independently and in a team setting

We’re here for you—both personally and professionally.

Our benefits are designed to support you and your family at every stage of life. From health and wellness to financial security and career growth, we offer a comprehensive package to help you thrive.

Here’s a look at what we offer:

• Health Coverage — Medical, dental, and vision plans, fertility benefits, and supplemental insurance options.
• Paid Time Off — Vacation, personal days, and paid holidays to help you recharge.
• Financial & Retirement Planning — 401(k) with employer contribution, plus Flexible Spending Accounts (FSAs) and Health Savings Accounts (HSAs).
• Income Protection — Short- and long-term disability, paid parental leave, basic life insurance, and optional additional coverage.
• Wellbeing Support — Employee Assistance Program, commuter benefits, pet insurance, and identity theft protection.
• Professional Development — Opportunities and resources to support your career growth.