Client Onboarding and Financial Expert
4 days ago
The Financial Intake Specialist will be responsible for meeting with incoming clients to discuss financial responsibility and complete admissions and intake processes. This role requires strong written and verbal communication skills, organization, and multitasking abilities.
- Facilitates appointments with admitted clients to complete financial documentation
- Assists clients in updating Coordination of Benefits with insurance companies when applicable
- TYPES AND PERFORMS DATA ENTRY IN SALESFORCE AND KIPU
- Effectively utilizes available resources: Provider Portals, Salesforce, Adobe Sign, Outlook, Uber Health, Egencia, and Kipu
- Reviews and completes data entry for third-party vendor invoices
- Collects credit card authorization forms for all clients making a financial contribution to their treatment episode
- Collects credit card authorization forms for all applicable third-party vendors
- Facilitates conference calls with financially responsible parties to resolve payment processing issues
- Assists clients in completing enrollment through AblePay for travel promissory notes and member responsibility
- Establishes and maintains effective working relationships with facility staff and health professional affiliates
- FOLLOWs HIPAA REGULATIONS REGARDING CLIENT INFORMATION
- Communicates and works effectively with all Financial Specialist team members and supervisors
- Attends and participates in company meetings and training
- CORRECTLY DOCUMENTS HOURS INTO ZINNIA HEALTH'S WEB CLOCK SYSTEM
- High School Diploma Required, Higher Level Education Preferred
- Technical Phone Skills
- Proven Experience in Treatment and Recovery Information Dissemination
- Computer Expertise – Basic
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