Accounts Receivable ClerkH2 Performance Consulting

Position Summary

The Accounts Receivable Clerk is responsible for managing patient payment accounts, billing customers, monitoring outstanding balances, collecting payments, and reconciling transactions. This role ensures timely billing and collection of patient payments while maintaining excellent customer service and professionalism. The ideal candidate is detail-oriented, organized, and comfortable discussing financial matters with patients in a compassionate and respectful manner.

Key Responsibilities

Accounts Receivable Management

• Gather daily billing paperwork and receipts from all offices
• Perform all billing within 1 week of receipt of paperwork
• Generate and distribute patient statements and invoices.
• Track outstanding balances and follow up on overdue accounts.
• Process and post patient payments accurately.
• Perform quality checks week on all billing transactions from each office.
• Document collection activities and patient communications.

Payment Processing & Reconciliation

• Reconcile daily deposits, credit card transactions, cash receipts, and electronic payments.
• Investigate and resolve payment discrepancies.
• Ensure accurate posting of refunds and account adjustments. 

• Assist with month-end account reconciliations and reporting.

Patient Financial Services

• Communicate with patients regarding balances, payment options, and billing questions.
• Reconcile electronic health record system to billing daily.
• Provide exceptional customer service while maintaining confidentiality.
• Address concerns professionally and escalate issues when necessary.

Administrative Support

• Maintain accurate patient financial records.
• Prepare aging reports and collection summaries.
• Collaborate with front desk at each location and management teams to ensure accurate patient account information.
• Assist with special projects and audits as needed.