Refund Specialist

Sonrava Health; Orange (CA); On-site; USD 52,000 - 70,000; Full time

Job summary

Sonrava Health is seeking a detail-oriented Refund Specialist to review patient accounts, audit financials, and process refunds with our Accounting team. The role requires strong data entry skills, healthcare exposure, and precise handling of confidential financial information.

Responsibilities include auditing accounts, verifying payments, following up on refunds, and communicating with patients about refunds and balances.

Qualifications

• 2+ years of data entry experience is required.
• Dental knowledge or healthcare environment experience preferred.
• High school diploma or GED is required.
• Experience with accounts receivable, payment processing, refunds, or account reconciliation preferred.

Responsibilities

• Perform initial account audits and second review audits.
• Adjust accounts receivable balances to reflect refunds.
• Verify payments with Accounting and follow up on outstanding refunds.
• Finalize refund documentation submitted to Accounting.
• Answer patient questions regarding refunds and account balances.

Skills

Data entry

Attention to detail

Verbal and written communication

Time management

Confidentiality handling

Independent work

Education

High school diploma or GED

Tools

10-key adding machine

PC keyboarding

Job description

Overview

The RCM Refund Specialist is responsible for reviewing patient accounts, conducting financial audits, and accurately processing patient refunds. This position works closely with Accounting and other internal departments to verify payments, resolve account discrepancies, follow up on outstanding refund requests, and ensure refunds are processed accurately and timely.

The ideal candidate is highly detail-oriented, organized, and comfortable working with financial information and patient accounts. This role also requires strong communication skills, as the specialist may assist patients with questions regarding their refunds and account balances.

Major Accountabilities

• Initial account audit and/or second review audit
• Adjust accounts receivable balance
• Verify payments received with our Accounting Department
• Follow up on outstanding refund requests
• Special Projects for refund and transfers
• Finalize paperwork that is submitted to our Accounting Department
• Answer phones to help patients with questions concerning the refund

Qualifications

Experience Requirements

• Minimum of 2 years of data entry experience.
• Dental knowledge or previous experience in a dental or healthcare environment preferred.
• High school diploma or GED required.
• Experience with accounts receivable, payment processing, refunds, or account reconciliation preferred.

Necessary Skill Sets

• Excellent verbal and written communication skills.
• Strong attention to detail and accuracy.
• Proficiency with 10-key by adding machine and PC keyboarding.
• Strong data entry and computer skills.
• Ability to review and analyze financial/account information.
• Strong organizational and time-management skills.
• Ability to handle confidential patient and financial information professionally.
• Ability to work independently while collaborating effectively with Accounting and other departments.