Patient Financial Services Representative

Whitman Hospital and Medical Clinics; Town of Colfax (WI); On-site; USD 44,000 - 76,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Retirement plan

PTO accrual

Job summary

Whitman Hospital and Medical Clinics is seeking a Patient Financial Services Representative to handle patient billing inquiries, educate patients on financial responsibilities, and assist with payment arrangements. This role supports both hospital and clinic services within a CAH environment, emphasizing accurate billing and compassionate service.

Key duties include managing AR, reviewing self-pay queues, and coordinating with payers.

Qualifications

• Customer service expeience in a healthcare setting preferred
• Strong computer skills for data entry and Microsoft Office
• Experience with hospital billing workflows is a plus

Responsibilities

• Serve as a primary point of contact for patient billing inquiries
• Educate patients on financial responsibilities and payment options
• Assist patients with payment arrangements and charity care processes
• Monitor and follow up on Self-Pay Work Queues and denials related to COB/eligibility

Skills

Excellent customer service

Data entry

Microsoft Office

Education

High school diploma or GED

Tools

Epic

Job description

Rewarding career. Competitive salary. Outstanding benefits.Patient Financial Services Representative is responsible for managing the full life cycle of a patient account, pre-visit through final resolution. This includes working closely with patients, internal departments, other providers, and insurance payers to ensure accurate billing, timely reimbursement, and a positive financial experience for patients.This role supports hospital and clinic services in a Critical Access Hospital (CAH) environment and requires an understanding of payer benefits, revenue cycle workflows, and customer service excellence. Patient Financial Services representative serves as a key point of contact for both patients and providers, ensuring accounts are handled accurately, efficiently, and compassionately.STANDARD EXPECTATIONSPromotes a Positive Working EnvironmentConducts oneself in line with organization’s mission, values and standards of behavior.Accepts change and challenges with a positive attitude.Consistently adheres to organizational policy.Communicates EffectivelyBuilds relationships and works collaboratively with other staff.Provides timely operational updates to supervisor.Responds to communications in a timely manner.Performs Duties Efficiently and EffectivelyFollows procedures.Acts in compliance with applicable federal, state, and local regulations.Performs other duties as assigned.AREA OF RESPONSIBILITYDUTIES & RESPONSIBILITIESPatient Interaction and Customer ServiceServe as a primary point of contact for patient billing inquiries, providing clear and compassionate communicationInform and assist patients with good faith estimates and prepayments prior to servicesEducate patients on their financial responsibility, insurance coverage, and payment optionsAssist patients with payment arrangements, financial assistance, and charity care processesResolve patient concerns promptly while maintaining a high level of professionalism and empathyAccounts Receivable and Patient Follow-UpMonitor and review all Self-Pay Work Queues including Null, Follow-Up, Pre-Collect, Payment Plan, Pre-collect payment, Credit balance, Employee Review, Returned Mail, and Charity careReview and audit all uninsured accounts to ensure eligibility for insurance or charity care coverage and to establish payment plansEscalate patient concerns as needed to Medical Biller or leader as appropriateResearch and resolve denials related to coordination of benefits, eligibility, or denials for patient information requested by the payer.Identify trends and collaborate with internal teams to prevent recurring issuesEpic HB System ResponsibilitiesUtilize Epic HB work queues, dashboards, and reporting tools to manage daily duties and A/R workload.Maintain clear and compliant account documentation within EpicIdentify Epic workflow issues or system errors impacting billing and reimbursement.Participate in Epic upgrades, testing, and optimization efforts related to hospital billing and reimbursement.Utilized Epic workflows to investigate and document all patient and guarantor activitiesCompliance, Audit & Reimbursement SupportEnsure billing practices comply with CMS, Medicare, Medicaid, State and payer regulations.Support audits, payer reviews, and medical record requests related to hospital claims.Assist leadership with data gathering and documentation related to cost report preparation and reimbursement analysis.Adhere to hospital policies, HIPAA requirements, and billing compliance standards.Team Support & Cross-CoverageProvide cross-coverage within the Patient Financial Services or Patient Access teams as needed.Assist with patient billing inquiries related to hospital accounts in a professional and compassionate manner.Participate in department meetings, training, and performance improvement initiatives.QUALIFICATIONSRequiredHigh school diploma or GEDExcellent customer service experienceStrong computer skills in data entry, and knowledge of Microsoft Office SuitePreferredMinimum of 1 years of hospital billing experience.Understanding of patient benefits and hospital billing workflows.Experience handling payments, cash posting, or financial transactionsWorking knowledge of EpicExperience in patient facing hospital positionWORK ENVIRONMENT AND PHYSICAL DEMANDSThis position is primarily worked in an office environment. Primarily stationary with occasional standing, walking, lifting, reaching carrying, kneeling, bending, stooping, pushing and pulling of objects weighing up to 20lbs. The position requires continuous finger dexterity and fine manipulation.The employee must demonstrate the ability to perform the essential functions of the position, with or without reasonable accommodation.If you are looking for a rewarding career with a great team, you'll enjoy your career with us !POSITION DETAILSHours per week:40Employee Status:Regular Full TimeShift:Day Shift (United States of America)Pay Range:$21.00 - $36.75Actual pay offered will vary based on years of experience.EMPLOYEE BENEFITSOur benefit package includes medical, dental, vision, life insurance, and retirement options (403(b) & 457). Medical insurance coverage begins on day one and is available to both full time and part time employees. Additionally, employees receive discounts on medical services provided by Whitman Hospital and Medical Clinics. Differentials apply for evening, night, and weekend shifts. Our unique PTO plan enables employees to increase their accrual with each year of service!