Patient Financial Services Representative - Patient Referrals

The Patient Financial Services Representative supports quality healthcare by managing duties that support the financial well-being of WhidbeyHealth. Responsibilities include coordinating patient referrals and follow-ups, verifying insurance, providing financial counseling for self-pay accounts, and billing and collecting insurance and self-pay accounts.

This role requires professional behavior with respect and consideration towards patients, families, staff, and affiliates, following all federal, state, and payer-specific regulations and billing policies.

Responsibilities:

• Coordinate patient referrals by scheduling with specialists, facilities, agencies, and insurance companies.
• Ensure timely follow-up and clear documentation of referral information.
• Request and disseminate medical records necessary for referrals.
• Update staff on changes in referral procedures, laws, and insurance requirements.
• Work collaboratively with care team members for a seamless patient referral experience.
• Complete forms per departmental and governmental guidelines and maintain comprehensive filing.
• Provide backup support as needed to the Patient Registrar or HIM Technician.
• Verify insurance eligibility and benefits; communicate regarding referrals and authorizations.
• Maintain insurance payer requirements and provide departmental training.
• Interview patients for demographic and insurance information.
• Provide financial counseling, arrange patient financial resolutions, and advise on alternative resources.
• Handle billing and collections, including electronic/manual billing, payment processing, refunds, and follow-ups.
• Work closely with third-party payers, collection agencies, and attorneys.
• Assist patients with financial assistance policy and price quotes.
• Maintain accurate documentation and reports for financial activities and billing.
• Provide prompt and courteous service to visitors and callers in the Patient Financial Services department.

Qualifications:

• High school diploma or equivalent required; advanced education preferred.
• Minimum one year experience in medical front office; billing and collections experience preferred.
• Certified Revenue Cycle Specialist (CRCS) preferred; Certified Healthcare Access Associate (CHAA) acceptable for certain roles.

Wage Range: $22.477 - $39.710 hourly (approximately $46,739 - $82,609 annually)

Location: WhidbeyHealth, Cardiac Care Life Center, Coupeville, WA

Schedule: Full-time, Day shift, 8 hours, 5 days/week