Patient Financial Advocate

5 days ago


Fort Lauderdale, Florida, United States Cleveland Clinic Full time
About the Role

Cleveland Clinic is seeking a highly skilled Patient Financial Advocate to join our team. As a Patient Financial Advocate, you will play a critical role in ensuring that patients receive excellent customer service and that their financial accounts are accurately managed.

Key Responsibilities
  • Act as a liaison between the Patient Financial Advocate team and clinic operations to resolve customer inquiries related to billing and customer satisfaction in a timely manner.
  • Communicate with patients and departments to resolve issues and document all interactions.
  • Track and document each patient issue, obtaining resolution within 24 hours.
  • Answer patient calls in a timely and courteous manner, logging each call in an established tracking format.
  • Courteously assist walk-in customers from clinical areas and the cashier office.
  • Resolve issues and concerns within 24 hours to meet patient satisfaction.
  • Identify and respond to account errors, omissions, refunds, transfers, and charge reversals, keeping patients informed of account disposition.
  • Accurately and efficiently correct account errors, adjustments, refunds, transfers, and charge reversals within established policies.
  • Prepare and complete adjustments and account corrections within established clinic policies and enter adjustments and corrections into SIGNATURE.
  • Collect patient account balances by entering and accepting payment installment agreements, discounts, cash, money orders, and credit card payments according to PFS policies and procedures.
  • Review day sheets of daily appointments as appropriate and identify incoming patients carrying a large balance.
  • Establish agreements and plans with patients for payment and resolving outstanding balances.
  • Evaluate and determine the appropriateness of implementing the charity care program for eligible patients according to established CCF guidelines within one billing cycle of discovery.
  • Collaborate with support team members and provide guidance, instruction, and support when completing team projects as directed by supervisor and administration.
  • Participate in special projects and effectively cross-cover in areas as requested by the supervisor.
  • Generate good suggestions to ensure an effective and streamlined patient accounting process.
  • Follow appropriate channels to implement new procedures and communicate areas of compliance concerns to supervisor, Department Director, and compliance officer immediately upon recognition of such.
Requirements
  • An Associate's Degree in Accounting, Communication, Marketing, or a related field may substitute for up to two years of stated depth knowledge of patient accounts, which includes collections, insurance regulations, and reimbursement techniques.
  • Knowledge of third-party payers, Medicare, physician billing, and pricing.
  • Strong etiquette and a high level of professionalism.
  • Must be knowledgeable of CPT and ICD coding requirements and the utilization and applications of both manuals.
  • Insurance verification.
Preferred Qualifications
  • Minimum four years of related experience.
  • Experience in high-volume customer service telephone or direct contact environment, specifically in a healthcare environment.
Work Environment

The work environment is well-lit and air-conditioned, with a moderate noise level. The position requires sitting at a desk for extended periods and some filing and lifting. Personal protective equipment is used as required for procedures.



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