Financial Team Member

 Key Responsibilities Patient Financial Management 

• Present treatment plans and collect patient portions at time of service.  

• Offer payment options and financing when appropriate.  

• Monitor patient AR daily.  

Collections Process 

• Execute 2 statement cycle:  

• Statements mailed on the 1st and 15th.  

• Execute 2 letter collection process:  

• Letters mailed every 2 weeks following statements.  

• Escalate accounts appropriately.  

• Prepare delinquent accounts for Organ Law referral.  

Payment Posting 

• Post patient payments accurately.  

• Balance daily deposits and end-of-day reports.  

Communication 

• Use RevenueWell for reminders and financial communication.  

• Educate patients on balances and payment expectations.  

• Maintain professionalism and compassion in collections conversations.  

Reporting 

• Track:  

• Patient AR over 90 days  

• Collection percentage  

• 
  
  
  
  • Adjustments  
  
  
  
  


• Systems Used 


• The DJ4K Patient Account Specialist manages patient financial accounts, payment arrangements, collections processes, and communication to ensure timely revenue collection and positive patient experiences.