Cash Posting/Patient Account Representative

Department: Administration | FLSA Status: Non‑Exempt | Reports To: Revenue Cycle Manager

About the role

The Cash Posting Clerk is responsible for maintaining current, timely, and accurate payment posting, assists patients with account questions, and registers patients presenting to the office for services.

Responsibilities

• Answers and transfers phone calls, screening when necessary.
• Welcomes and directs patients and visitors.
• Maintains filing systems as assigned.
• Retrieves information as requested from records, email, minutes, and other related documents; prepares written summaries of data when needed.
• Performs post office and bank runs.
• Crosstrains for other office duties as assigned.
• Contacts patients, doctors, or others for information necessary to properly complete insurance or other type billings, and rebilling in the prescribed time frame.
• Performs cashier duties, e.g., receipts of payments and issuance of receipts, collection of monies from other areas and prepares daily bank deposit.
• Maintains applicable files and reports of adjustments to accounts receivable.
• Other duties as assigned by the Revenue Cycle Manager.

Qualifications

• Education: High School Diploma or GED.
• Experience: Experience in healthcare or office work is preferred but not required.

Skills

• Excellent organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Proficient in Microsoft Office Suite or related software.
• Basic understanding of clerical procedures and systems such as recordkeeping and filing.
• Ability to work independently.
• Willingness to contribute information and ideas toward solving problems and ensuring smooth, effective operation of the business office and organization.
• Ability to use miscellaneous office equipment, including computers, postage machine, 10‑key calculator, copy machines, shredder, fax machines, scanner, and multi‑line phone system.

Schedule

Monday‑Friday 8 am‑4 pm