Patient Financial Services Representative

LE01 Whitman Hospital & Medical Clinics; United States; On-site; USD 29,000 - 51,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Retirement options (403(b) & 457)

Employee discounts

Job summary

Whitman Hospital & Medical Clinics is seeking a Patient Financial Services Representative to manage the full life cycle of patient accounts from pre-visit through final resolution. You will work with patients, internal departments, providers, and payers to ensure accurate billing and timely reimbursement.

The role emphasizes customer service excellence, knowledge of payer benefits, and revenue cycle workflows within a CAH environment.

Qualifications

• Required high school diploma or GED.
• Excellent customer service experience.
• Strong computer skills in data entry and knowledge of Microsoft Office Suite.

Responsibilities

• Serve as a primary point of contact for patient billing inquiries with clear and compassionate communication.
• Inform and assist patients with good faith estimates and prepayments prior to services.
• Educate patients on financial responsibility, insurance coverage, and payment options.
• Assist patients with payment arrangements, financial assistance, and charity care processes.
• Resolve patient concerns promptly while maintaining professionalism and empathy.
• Monitor and review Self-Pay Work Queues and audit uninsured accounts to ensure eligibility for insurance or charity care.

Skills

Excellent customer service

Data entry

Microsoft Office Suite

Education

High school diploma or GED

Tools

Epic HB System

Microsoft Office Suite

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 EXPECTATIONS

Promotes a Positive Working Environment Conducts 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 Effectively Builds relationships and works collaboratively with other staff. Provides timely operational updates to supervisor. Responds to communications in a timely manner. Performs Duties Efficiently and Effectively Follows procedures. Acts in compliance with applicable federal, state, and local regulations. Performs other duties as assigned.

AREA OF RESPONSIBILITY DUTIES & RESPONSIBILITIES

Patient Interaction and Customer Service Serve as a primary point of contact for patient billing inquiries, providing clear and compassionate communication Inform and assist patients with good faith estimates and prepayments prior to services Educate patients on their financial responsibility, insurance coverage, and payment options Assist patients with payment arrangements, financial assistance, and charity care processes Resolve patient concerns promptly while maintaining a high level of professionalism and empathy

Accounts Receivable and Patient Follow-Up Monitor 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 care Review and audit all uninsured accounts to ensure eligibility for insurance or charity care coverage and to establish payment plans Escalate patient concerns as needed to Medical Biller or leader as appropriate Research 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 issues

Epic HB System Responsibilities Utilize Epic HB work queues, dashboards, and reporting tools to manage daily duties and A/R workload. Maintain clear and compliant account documentation within Epic Identify 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 activities

Compliance, Audit & Reimbursement Support Ensure 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-Coverage Provide 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.

QUALIFICATIONS

Required High school diploma or GED Excellent customer service experience Strong computer skills in data entry, and knowledge of Microsoft Office Suite

Preferred Minimum of 1 years of hospital billing experience. Understanding of patient benefits and hospital billing workflows. Experience handling payments, cash posting, or financial transactions Working knowledge of Epic Experience in patient facing hospital position

WORK ENVIRONMENT AND PHYSICAL DEMANDS

This 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.

POSITION DETAILS

Hours per week: 40

Employee Status: Regular

Full Time Shift: Day Shift (United States of America)

Pay Range: $21.00 - $36.75

Actual pay offered will vary based on years of experience.

EMPLOYEE BENEFITS

Our 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! Here at WHMC we are proud of our mission to enhance the health and welfare of those we serve, and we strive every day to embody our values. WHMC is a rural critical access hospital which is growing our presence and our services in order to improve access to care and optimize the health of our communities. We value our patients, our community, and our employees and that is what sets us apart! Committed to: Respect – We respect the dignity of each individual at all times. Compassion – We demonstrate our sincere compassion to all. Teamwork – We recognize, embrace and capitalize on the unique talents of everyone. Stewardship – We are prudent, careful and deliberate with all resources. Trustworthiness – We act with integrity and honor in all situations.

If you are looking for a rewarding career with a great team, you'll enjoy your career with us !