Refund Specialist (Full Time) - Patient Financial Services

· Runs daily credit report and processes all refunds

· Research accounts and documentation to determine validity of refunds

· Process all refunds within two (2) days of assuring credit is valid

· Must balance each batch on a daily basis upon completion of refunds.

· Meets productivity standards for processing refunds

· Provide back up for the Accounts Receivable Clerks when needed

· Participates in business division meetings, performance improvement activities and committees as assigned.

Education: High School Diploma or Equivalent

Experience: One (1) year experience in balancing and reconciling accounts

Skills and Knowledge: Knowledge of refund processes related to accounts and the ability to review an account and determine the appropriate refund.

· Education related to Cash Reconciliation, Billing and Collections preferred

· Accounts receivable experience preferred

Level 1: Primarily but not limited to balancing/reconciling self-pay accounts in a single system.

Level 2: Reconciles Self-pay and Insurance accounts in two systems by utilizing collections experience

· Balancing/reconciling electronic and paper documentation

· Analyzing information to determine accuracy and completeness of work

• Conducting non-routine research


• Maintaining site productivity (average of 75 accounts a day) and quality standards


• Making judgment calls regarding routine duties but refer non-routine situations to a supervisor and/or manager


• Strong ability to complete multiple tasks per transaction with precision


• Attention to detail with accuracy

Level 3: Consist of Level 1 & 2 requirements along with the following:

• Reconciles, collects and re-bills in all systems and on all types of accounts.


• Must show the ability to evaluate areas of improvement, develop plans to resolve, and provide communication/training to the Business Office or other Departments.

Blood Borne Disease Exposure Category: Category III

Ability to sit for six to seven hours daily at a computer terminal; occasionally lifts and carries up to 15 pounds of files to storage area; must be able to deal calmly and effectively with frustrated and/or angry clients..