Financial Intake & Collections Specialist

Position is responsible for collecting patient financial information to determine financial responsibility and grant eligibility for services. Duties include follow-up of accounts' financial information, collections of outstanding balances, and monthly reporting.

Responsibilities include collecting and verifying insurance information (Medicaid, Medicare, Managed Care, commercial plans) during initial intake and re-enrollment; reviewing and updating patient demographics and payer information for claims payment; screening clients for financial hardship, sliding-fee eligibility, and program-specific funding requirements; explaining financial obligations, copays, deductibles, and self-pay expectations clearly; ensuring accurate entry of financial and insurance information into electronic health records; coordinating with care managers and behavioral health admin staff to support timely access to services; verifying behavioral health coverage and authorization requirements; assisting with prior authorizations; communicating coverage limitations; confirming payer eligibility and effective dates; preparing monthly billing and mailing bills; recording payments into the EHR system; following up on unpaid balances; meeting quality assurance and productivity standards; processing client credit card payments; communicating financial eligibility information effectively; liaising with insurance payers, patients, and staff; managing aged accounts receivable resolution; reviewing Explanation of Benefit documentation; receiving/handling inbound client financial calls; following up on open balances.

Qualifications:

• High school diploma or GED
• 2-3 years accounts receivable experience
• Behavioral health billing experience preferred
• Ability to work in a fast-paced, flexible environment
• Disciplined with goal-setting and time management
• Ability to prioritize and work independently
• Understanding of revenue cycle and payer/client relations
• Excellent communication skills