Refund Specialist

Performs duties to ensure accurate distribution of patient and insurance payments and appropriate adjustments to patient accounts while maintaining patient confidentiality and supporting the organization's mission.

Responsibilities include auditing patient accounts to resolve credits and undistributed activity, researching and resolving assigned credits, reviewing explanation of benefits documents, posting payments and adjustments, distributing and redistributing payments to the correct invoice and date of service, generating necessary adjustments using appropriate A/R and ANSI codes, transferring outstanding balances to the next responsible party, compiling and submitting patient and insurance refunds, reviewing and filing secondary insurance claims, documenting account activity clearly, obtaining approval for large dollar write-offs, meeting month-end deadlines, maintaining productivity logs, processing patient credit card refunds in Epic, distributing daily credit batches, processing agency notifications, maintaining work queues, using payer websites and tools to verify eligibility and claim payment details, attending meetings, and following company policies including OSHA, HIPAA, compliance, and Code of Conduct.