Overview

Position Summary:

We are seeking a detail-oriented and patient-focused Financial Specialist to join our medical office team. In this role, you will play a key part in delivering excellent, patient-centered service by supporting front-end financial operations and ensuring a smooth and welcoming experience for every patient.

Responsibilities

Key Responsibilities:

• Schedule patient appointments efficiently and accurately
• Collect co-payments, pre-payments, and other patient balances
• Review and discuss outstanding balances with patients in a professional manner
• Enter charges promptly and accurately into the system
• Process referrals in accordance with practice protocols
• Verify and update patient demographics and insurance information
• Provide a friendly, professional point of entry and exit for patients
• Maintain a comfortable and organized waiting room experience
• Support clinic operations by floating to other practices or adjusting schedules as needed

Qualifications

Minimum Education and Experience Requirements

• High school diploma or equivalent required.
• Two years of business, financial, or physician practice experience required, preferably in patient accounts, billing, or collections.
• Knowledge of CPT and diagnosis coding preferred.
• Experience with the EPIC system preferred.
• A four-year degree may substitute for two years of required financial or physician office experience.
• An associate degree or equivalent coursework may substitute for one year of required experience.

Required Skills and Qualifications

• Strong communication, organization, and problem-solving skills.
• Ability to professionally collect payments and provide financial counseling to patients.
• Demonstrated ability to multitask, prioritize responsibilities, and resolve issues effectively.
• Ability to work collaboratively in a team environment while maintaining a high level of customer service.

Licensure/Certification/Registration

• None required.

Motor Vehicle Operator Designation

• None required.