Integration Coordinator

Responsibilities

• Cook up vendor account transitions for acquired practices, de novos, practice transitions, relocations, and divestments.
• Check vendor invoices and supporting documents for accuracy.
• Communicate directly with vendors about account updates, billing changes, contract information, and service-related inquiries.
• Facilitate vendor onboarding, account setup, and ownership transitions.
• Keep accurate vendor records and documentation.
• Give regular status updates to internal stakeholders and leadership.
• Escalate unresolved vendor issues as needed and assist with resolution efforts.

Insurance EFT Management

• Coordinate insurance EFT enrollments, bank account updates, and terminations for acquired practices, de novo locations, practice transitions, and divestments.
• Validate payer enrollment requirements and determine the appropriate submission methods, including payer portals, third-party vendors, and paper applications.
• Obtain, review, and maintain required documentation, including W-9 forms, bank letters, voided checks, TINs, and NPIs.
• Communicate directly with payers, enrollment vendors, practices, and internal departments regarding enrollment requirements, status updates, and issue resolution.
• Track EFT enrollment progress and maintain accurate records within designated tracking systems.
• Monitor enrollment timelines and follow up on outstanding requests to ensure timely completion.
• Research and resolve EFT-related issues, payment delays, rejected applications, and banking discrepancies.
• Provide status updates and reporting to leadership and stakeholders regarding EFT implementation progress.
• Validate successful enrollment by confirming receipt of electronic insurance payments and documenting completion.

Integration Support

• Support post-close integration activities and initiatives as assigned.
• Cook up with internal departments to ensure the timely completion of integration milestones.
• Maintain project documentation, trackers, and status reports.
• Aid in process improvement initiatives related to vendors, insurance EFT, and integration workflows.
• Participate in special projects and departmental initiatives as directed by leadership.
• Support Integration Directors, Coordinators, and other team members with administrative and operational responsibilities as needed.

Administrative & Communication Responsibilities

• Maintain organized electronic records and documentation.
• Monitor shared inboxes, project management tools, and communication channels.
• Respond to internal and external inquiries in a timely and professional manner.
• Provide clear, proactive communication and follow-up with practices, vendors, payers, and internal departments.
• Maintain confidentiality of financial, banking, business, and protected practice information in accordance with company policies and applicable privacy requirements.