Patient Financial Services Resume Sample

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Delia Streich
68714 Carroll Springs,  Philadelphia,  PA
+1 (555) 805 9598

Work Experience


Manager Patient Financial Services
05/2016 - PRESENT
Los Angeles, CA
  • Oversee facility operations of Patient Access functions (e.g. scheduling, pre‐registration, benefit verification, pre‐authorization, admission/registration, financial counseling, etc.) to ensure daily operations are maintained according to standard
  • Serve as the primary on‐site liaison between the SSC/CRM and the Facility
  • Coordinate with facility departments/administration teams to manage key revenue cycle performance expectations and challenges including: upfront collections protocols, capturing accurate information, timely registration and patient satisfaction, denial prevention, patient flow, unbilled, patient concerns, and more
  • Review Patient Access performance to ensure timeliness, accuracy, compliance and standards fulfillment as defined in Service Level Agreements
  • Inform designated CRM AVP of any significant issues in the Patient Access areas (e.g., Preregistration delays, unbilled challenges, pre‐authorization backlogs, etc.)
  • Facilitate implementation and monitoring of standard policies, processes, reporting and education programs
  • Oversee management of Patient Access personnel, providing recommendations for hiring, promotion, salary adjustment and personnel action where appropriate to Facility leadership
  • Attends in‐service presentations, and complete mandatory education week including, but not limited to, infection control, patient safety, quality improvements, MSDS and OSHA Standards
Patient Financial Services Representative
12/2011 - 01/2016
Dallas, TX
  • Oversee facility operations of Patient Access functions (e.g. scheduling, pre-registration, benefit verification, pre-authorization, admission/registration, financial counseling, etc.) to ensure daily operations are maintained according to standard
  • Serve as the primary on-site liaison between the SSC/CRM and the Facility
  • Inform designated CRM AVP of any significant issues in the Patient Access areas (e.g., Pre-registration delays, unbilled challenges, pre-authorization backlogs, etc.)
  • Develops and is responsible for the achievement of annual and periodic goals for significant statistical indicators of revenue cycle performance and for the organization’s overall revenue and cash collection performance
  • Acts as a liaison between the patient, the billing department, vendors, physician offices and the payor to enhance account receivables performance, resolve outstanding issues and/or patient concerns, and maximize service excellence
  • Consistently meets monthly individual productivity goal as determined by management. Completes daily assignments/work lists, keeps electronic productivity log up to date and inputs information accurately. Identifies opportunities to improve work process and practices good teamwork
  • Oversight and responsibility for leadership and management of the SSC’s daily operations for assigned functions including Insurance Collections, Customer Service, Building Maintenance and Billing
Patient Financial Services
03/2007 - 06/2011
San Francisco, CA
  • Oversee the registration process for all Partial, Rent, and Ambulatory patients, including visit creation and financial agreements. Establish internal department audit controls
  • Ensure the collection of insurance authorization for services in Ambulatory settings
  • Maintain thorough and current understanding of third party billing, insurance verification and financial counseling requirements through communications with third parties, central PHS Patient Accounts, and management to ensure accurate billing, insurance verification and financial counseling through appropriate data collection on the front end
  • Research and resolve patient complaints or inquiries regarding financial policies/procedures
  • Provides leadership and training to Patient Financial Services Representatives. Provides leadership for the team by successfully leading special projects, training staff, providing suggestions to improve processes and serving as a resource for complex and sensitive accounts
  • As assigned, processes payments, adjustments, claims, correspondence, refunds, denials, financial/charity applications, and/or payment plans in an accurate and timely manner, meeting goals in work quality and productivity. Coordinates with other staff members and physician office staff as necessary ensure correct processing
  • Reduces Accounts Receivable balances. Works as a member of the patient financial services team to achieve goals in days and dollars of outstanding accounts

Education


Ottawa University - Wisconsin Campus
2003 - 2007
Bachelor's Degree in Accounting

Professional Skills


  • Excellent communication skills, strong organizational and leadership skills, data analysis skills, and computer and system skills
  • Excellent communication skills both written and verbal and interpersonal skills
  • Experience: 5 years experience in an acute health care setting and 3 year in position where management skills have been practiced and proven
  • Excellent computer skills, electronic health record experience
  • Strong leadership skills while demonstrating a positive, constructive attitude by working with others to support common values and a shared vision
  • Strong quantitative, analytical, and organizational skills
  • Excellent interpersonal communication skills and the ability to form relationships with providers and clinic staff are required

How to write Patient Financial Services Resume

Patient Financial Services role is responsible for customer, computer, leadership, organizational, interpersonal, basic, software, training, health, microsoft.
To write great resume for patient financial services job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Patient Financial Services Resume

The section contact information is important in your patient financial services resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Patient Financial Services Resume

The section work experience is an essential part of your patient financial services resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous patient financial services responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular patient financial services position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Patient Financial Services resume experience can include:

  • To effectively lead and develop a strong effective team
  • Demonstrates effective leadership skills in words and actions
  • Excellent Customer Service and communication skills in order to assist patients and payers in written and via phone
  • Function effectively under pressure: ability to use good judgment and make timely decisions
  • Cooperates with and maintains excellent working relationships with fellow staff from PFS, WPAHS, and designated external agencies or vendors
  • Effective use of time management/able to establish and set priorities and make independent decisions

Education on a Patient Financial Services Resume

Make sure to make education a priority on your patient financial services resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your patient financial services experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Patient Financial Services Resume

When listing skills on your patient financial services resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical patient financial services skills:

  • Demonstrates effective listening skills when working with individuals and/or group settings
  • Communicate with others effectively in a concise manner, in order to bring issues effectively to a resolution
  • Excellent multi-tasking, analytical, organizational, and problem-solving skills
  • Strong organizational and computer skills including accurate keyboarding
  • Demonstrated success in the ability to effectively manage change in a constantly evolving healthcare environment
  • Demonstrated interpersonal skills and basic problem solving abilities

List of Typical Experience For a Patient Financial Services Resume

1

Experience For Patient Financial Services Representative Resume

  • Three years experience in a clerical, accounting or customer service setting or an equivalent combination of education, training and experience
  • Work effectively with Microsoft applications (Outlook, Word, Excel, PowerPoint)
  • At least four years of relevant work experience with advanced understanding of medical, billing and coding terminology for physician and/or hospital facility
  • F. Verify 3 separate elements of the patient account including the patient’s date of birth, prior to speaking with clients
  • Maintain effective positive customer service, insuring the needs are met and educating staff on the importance of quality customer service
  • Skill in evaluating employees and processes and providing recommendations for improvement
  • Skill in leading and training staff
2

Experience For Manager Patient Financial Services Resume

  • Experience working with home medical equipment, orthotic, and prosthetic billing
  • Determines most effective means of dealing with patients/family, physicians and visitors with varying attitudes and problems
  • Demonstrate understanding of hospital and clinic operations and business practices
  • Professional Working Revenue Cycle experience in either an AR follow up, Cash-Ops, denial management or self-pay role
  • At least Three years or more of registration, check in and collecting experience
  • Mangers staffing levels and workloads for effective and efficient workflow in assigned areas of the department
  • Health care billing work experience
  • Experience training new hires as well as team members on new processes and applications
  • Clinical billing experience
3

Experience For Patient Financial Services Manager Resume

  • Build strong relationships with internal and external business contacts
  • Generates and sends letters or supporting documentation to payers as needed to validate timely filing
  • Demonstrates initiative through performance improvement projects, employing best practices and adhering to work standardization principals
  • Maintains strong working relationships with client stakeholders
  • Ensures all insurance requirements are met prior to patient’s arrival, and informs patients of their financial liability
  • Manages staffing levels and workloads for effective and efficient workflow in assigned areas of the department
4

Experience For Patient Financial Services Specialist Resume

  • Works closely with other areas of the financial division to assure excellent billing of accounts
  • Strong mathematical aptitude or financial background recommended
  • Pulling data from source systems, creating analytic summaries, ensuring the validity/accuracy of data presentations
  • Have the ability to prioritize based on importance and departmental goals
  • Experience in revenue cycle management
  • Supporting internal projects by initiating, leading, and resolving data investigations and communicating to internal and external personnel
  • Orienting and providing training and continuing education of all persons in the Unit
  • Building trust and respect by consistently meeting and exceeding expectations
  • Analyzing productivity/production standards. Create various dashboards to assist with monitoring department performance
5

Experience For Manager, Patient Financial Services Resume

  • Gathering relative documents from payor websites to stay assist department with staying current as needed
  • Assisting in compiling reports in various formats, as needed
  • Developing and implementing policies and procedures that guide and support the department
  • Developing workflows and working on process improvement
  • Coding and billing/collections knowledge
  • Working knowledge of CMS Guidelines - LCSs and NCDs
  • Willing to travel up to 20-40% as needed
  • Ongoing education in Healthcare Management Administration, Revenue Cycle
  • Billing and collection
6

Experience For Director, Patient Financial Services Resume

  • Working as a team with a large variety of payors performing claim follow-up, denial resolution and assisting patients with billing questions
  • Working knowledge of regulatory compliance requirements mandated by CMS
  • Working knowledge of HIPAA ANSI-5010 electronic transaction standards
  • Working knowledge of CPT/HCPCS and ICD-10 Codes
  • Working knowledge of ad hoc reporting
  • Typing on a keyboard and viewing a computer screen for extended periods of time
  • Plans and monitors staffing activities, including hiring, orienting, evaluating, disciplinary actions, and continuing educations initiatives
  • Interact with supporting departments; coding, cash-ops, AR follow up to resolve billing and payment issues
  • Responsible for evaluating and processing correspondences including claim rejections, medical record(s) requests, itemized bills, invoice clarifications, etc
7

Experience For Patient Financial Services Rep Resume

  • Proficient in typing, reading and noting
  • Interprets new laws and regulations in all operating jurisdictions including CMS, NAIC and federal and state
  • Accounts Receivable system software super-user; Payment Posting, Single Billing Office (Customer Service), Vendor Management and related modules
  • Ensures daily productivity is maintained and coordinate with billing and denials/variance team to assist in shortening account resolution times
  • Continuously assessing and improving performance
  • Update patient insurance, confirming eligibility and queue claims for billing
  • Interact with Practices to communicate and work cooperatively regarding patient billing issues
  • Identify billing trends affecting patient balances
8

Experience For Senior Director, Patient Financial Services Resume

  • Assist in continuous improvement of accounts receivable, while minimizing controllable loss categories, e.g., timely filing
  • Responsible for documenting and implementing policies and procedures
  • Trends and reports payer related issues regarding insurance verifications and/or denied authorization requests for genetic testing
  • Knowledge of electronic billing and any necessary systems related to Patient Accounting
  • Knowledge of codes related to patient billing including revenue codes, and all diagnostic related codes
  • Uses process improvement techniques, including LEAN thinking, in daily work process
  • Analytical understanding of customer service and cash posting processes
  • Knowledge of Federal, State and local billing/accounting regulations
9

Experience For Director Patient Financial Services Resume

  • Performance standards and delivering leading quality services
  • Knowledge of professional and facility billing, including credit balance resolution
  • Experince in admitting/benefit verifications, financial counseling, and collections
  • Critical Thinking/Decision Making
  • Facilitates and organizes daily staffing coverage and workflow for respective areas of responsibility, including preparation of a monthly work schedule
10

Experience For Patient Financial Services Director Resume

  • Assist patients with understanding the claims process and Alere’s billing policies
  • Answer incoming calls from patients regarding their accounts
  • Assist patients with understanding billing processes for their services
  • Evaluate payment remits and identify trends causing delays in appropriate reimbursement
  • Ensures that all necessary demographic, billing, and clinical information is obtained and entered with timeliness and accuracy
  • Communicates with physician's and their staff, nursing unit staff, and/or other appropriate personnel to exchange necessary information

List of Typical Skills For a Patient Financial Services Resume

1

Skills For Patient Financial Services Representative Resume

  • Excellent communication skills at all touch points
  • The ability to complete multiple projects and manage shifting priorities with frequent interruptions is a required skill
  • Experience in business / finance including analysis experience
  • Acts as a liaison by effectively involving other departments or stakeholders
  • Prior job related experience
  • Advanced written and interpersonal skills
2

Skills For Manager Patient Financial Services Resume

  • Responsible for effective leadership within the Unit, either personally or through delegation as evidenced by
  • Demonstrates effective and appropriate oral and written communications
  • Effectively plans daily workload to ensure maximum productivity consistent with individual and departmental requirements
  • Great customer service skills with a passion for helping others
  • Experience with insurance billing and/or collections experience
  • Experience in change management, including leading teams during system implementations and upgrades
  • Relevant work experience with moderate understanding of medical, billing and coding terminology for physician and/or hospital facility
3

Skills For Patient Financial Services Manager Resume

  • Relevant work experience with moderate understanding of medical, billing and coding terminology for physician and/or hospital facility
  • Demonstrates a commitment to excellence through continuous improvement by actively participating in and supporting the performance improvement process
  • Experience operating PC and using software applications
  • Experience in Registration, Scheduling, and/or Collections and Billing
  • Demonstrated understanding of provider Finance, Reimbursement, Managed Care Contracting and Revenue Cycle processes and indicators
4

Skills For Patient Financial Services Specialist Resume

  • Experience in using team building and quality management concepts to positively influence the work environment#LI-KN1
  • Experience operating PC and using software applications required
  • Two or more years of experience in a Health Care Business Office or Patient Accounting setting required
  • Experience in handling high volume medical authorization and insurance verification inbound and outbound calls, providing world class customer service
  • Insurance billing or collections experience in a medical group, health care company, and or hospital setting
  • Experience with medical billing and collections terminology (e.g. CPT, HCPCS, and ICD-9, ICD-10 coding)
  • Knowledge and experience with billing and accounts receivable systems
  • Experience working within large Health Systems
5

Skills For Manager, Patient Financial Services Resume

  • Experience in Hospital billing, Accounts Receivable Management, Customer Service Insurance
  • Experience in an office clerical setting
  • Management experience in a hospital setting
  • Experience working in Cerner Adventist Health project
  • One year more of patient registration, check in and collecting experience in a hospital or doctor's office
6

Skills For Director, Patient Financial Services Resume

  • Previous experience managing patient financial services team
  • Previous experience managing ambulatory patient financial services team
  • In Billing and/or Collections Hospital Management experience
  • Experience and knowledge working with a Medicare MAC and Carrier
  • Excellent knowledge of Patient Financial Services and Patient Access/Scheduling terminology
  • Experience working in an ambulatory office
  • Experience working in a multi-disciplinary or specialty medical practice
  • One to two years’ experience in a customer service setting, preferably in a Healthcare facility
7

Skills For Patient Financial Services Rep Resume

  • Experience in health care; admission, insurance verification, and/or financial counseling
  • Shares expertise in assigned functions with less experienced staff, and assists in their training
  • Communicates changes with accompanying rationale and solicits input in an effective manner with people whom the change affects
  • Knowledge and experience with Medicaid, Medicare and private insurances
  • Encourages and demonstrates staff performance expectations, in accordance with departmental policies
  • Proven reliability verified through work references
  • Related experience
8

Skills For Senior Director, Patient Financial Services Resume

  • Patient Access or Hospital Business Office experience required
  • Experience in healthcare provider finance operations or similar service environments required
  • Experience in the healthcare field
  • Patient financial services or health care revenue cycle department work experience
  • People management work experience
9

Skills For Director Patient Financial Services Resume

  • Relevant revenue cycle experience
  • Experience of Patient Financial Services in Acute Care Hospital in a Leadership role
  • Patient financial services or health care revenue cycle work experience
  • Demonstrate the ability to change in the workplace
  • Patient financial services, medical revenue cycle department or health care information technology work experience
10

Skills For Patient Financial Services Director Resume

  • People management work experience
  • Previous patient financial services experience
  • Experience with PFS Services, healthcare insurance, collections, copays and deductibles
  • Experience with patient registration and collections
  • Patient financial services, medical revenue cycle department or health care information technology work experience
  • Previous ambulatory patient financial services experience

List of Typical Responsibilities For a Patient Financial Services Resume

1

Responsibilities For Patient Financial Services Representative Resume

  • Identifies training needs for both individuals and teams. Facilitates training/education in line with identified needs and skill levels
  • Promotes problem solving and communication as a team, fostering commitment and ownership of ongoing Accounts Receivable success
  • Takes action to maintain a consistent reporting and tracking system and provides statistical reports, as requested
  • Assist VP and CFO in implementation of the SSC’s future direction and supporting operational initiatives
  • Divestitures – coordinate aspects of revenue cycle from CHS to new ownership, including cutover, and oversight of CHS accounts receivable if it’s not sold
2

Responsibilities For Manager Patient Financial Services Resume

  • Standardization – through training, and site visits make sure standard policies and procedures are followed, as well as convey best practices, especially as practices overlap across RCSC assignments, Divisions, and/or stand alone or acquisitions and the RCSC’s
  • A. Provide customers and external business partners with accurate information and account status. This requires thorough review of GPMS/NextGen and MedData Portal; review of account Notes; review of EOB’s and/or any other correspondence received and accurate assessment of new and/or revised information provided
  • A. Always validate patient’s legal name and secondary insurance information including dates of birth of the respective subscribers
  • B. Verify patient eligibility by contacting payers, and accurately update all required fields in OBR and/or GPMS/NextGen for timely claim submission
  • C. Using MasterDatabase, correctly select a payer code that represents the subscriber’s insurance and financial class
  • Ensures that work unit colleagues successfully complete all required education and training programs
3

Responsibilities For Patient Financial Services Manager Resume

  • Manages work unit schedules to meet operational requirements being fair to all colleagues
  • Incorporates Lahey Health Guiding Principles , Mission Statement and Goals into daily activities
  • All accounts discharge greater than 90 days to contain the Status Code for reporting purposes
  • Monitor accounts within assigned rep work list via use of delinquency reports, team trend report, monthly aging and special reports
  • Leads PFS teams to achieve established goals including performance metrics, productivity and service standards
  • Ensures compliance with state and federal regulations and monitors regulatory changes impacting the revenue cycle
  • Stays abreast of recent developments in regulations, both state and federal, affecting the business operations of the Hospital related to accounts receivable
4

Responsibilities For Patient Financial Services Specialist Resume

  • Knowledge of all applicable state and federal billing and collection laws
  • Investigate and respond to requests for information regarding refunds
  • Process audit review requests for billing information and scan into the Compliance and Revenue Integrity tool
  • Monitors and manages payment posting and remittance dashboards
  • G. Elevate problems or trends to the department’s Management
  • Manager ensures that one on one and work unit meetings with work unit colleagues are scheduled in accordance with Director Requirements
  • Under Director guidance, the Manager sets and monitors individual and work unit goals and objectives
  • Provides the department with technical knowledge of the work performed by the work unit
  • Assist the Director with special projects as needed
5

Responsibilities For Manager, Patient Financial Services Resume

  • Ensures that work units comply with all Corporate, Federal, State and Health Plan requirements and regulations that apply
  • Ensures customers and families receive the highest quality service in a caring and compassionate atmosphere which recognizes the individuals’ needs and rights
  • Leads and represents client’s mission and values and ensures adherence by all PFS associates
  • Monitors % of accounts > 90 days for completion of Follow-up Questions per guideline
  • Complete the Follow-up Questions for commercial contract accounts with the appropriate Status Code per the guideline
  • Create and align Patient Financial Services’ goals and work plans with those of the institution and the Finance Department
  • Manage and develop the department’s personnel; build and sustain a highly capable and engaged team and foster a team-centered culture
6

Responsibilities For Director, Patient Financial Services Resume

  • Supports RRC management team in maintaining department standards for elements of established processes (work management, tools, team briefings, metrics tracking, and prompt resolution of issues, problems and opportunities)
  • Keeps abreast of changes in the healthcare financial arena (technological, governmental, contractual, etc.) in order to communicate those change and develop appropriate operational controls and processes to accommodate them
  • Works closely with payers to resolve A/R payment variances and communicate payer trends with Managed Care and Finance to ensure A/R is accurately reflected at Net Realizable value and the appropriate reserves are applied
  • Monitors, measures, establishes, and explains the work of the RRC through KPI's related to cash goals, A/R agings, denials, staffing productivity, and quality metrics to other revenue cycle counterparts and leaders
  • Assesses the A/R for inconsistencies in order to reduce days in A/R and optimize cash goals. Provides analyses of third party rejections and ensures third party payers are meeting contractual obligations
  • Develops and produces A/R reports and explanations of any variances to goals and/ or benchmarks. Highlights and communicates key performance metrics within the department. Conducts monthly A/R close and reporting
  • Ensures proper valuation of receivables on balance sheet (includes establishing appropriate reserve requirements for third party allowances and bad debts) in conjunction with the RRC System Director. Monitors and ensures insurance and patient balance adjustments are within contractual guidelines and CHSLI policy
  • Provides leadership and guidance to members of the RRC. Recruits new personnel, assesses and counsels staff when needed. Conducts annual performance evaluations for staff and develops performance improvement plans for individuals when necessary
7

Responsibilities For Patient Financial Services Rep Resume

  • Continuously monitors business process/ workflows to ensure staffing levels are adequate and the department is operating at maximum efficiency. Communicates barriers, successes, and recommendations for improvement to leadership
  • Reviews and approves all adjustments, bad debt or outside agency assignment placements, and refunds to accounts according to authority level
  • Reads, interprets and applies critical thinking to reports
  • Plans, organizes, and manages specific PFS functions and provides day-to-day operational leadership
  • Ensures that clients and families receive the highest quality of service in a caring and compassionate atmosphere which recognizes the individuals' needs and rights
  • Sets and enforces policies, procedures, and guidelines ensuring timely and accurate operations
  • Monitors and managers PFS staff performance quantity and quality
8

Responsibilities For Senior Director, Patient Financial Services Resume

  • Acts as a resource for the staff in order to resolve problems
  • Leads and represents client's mission and values and ensures adherence by all PFS associates
  • Acts as a liaison with outside agencies such as Legal, Bad-Debt, Medicaid Conversion, and Insurance Payment follow-up services
  • Assists Leadership with assigned projects. Serves as a member on the Revenue Cycle Strategies Committee
  • Continuously identifies changes in reimbursement patterns that impact the Hospital’s overall collection rate, working with other areas of the Hospital such as Managed Care, Patient Access, Utilization Management, and the revenue generating department representatives
  • Develops and manages the department’s budget
  • Oversees the operational management of the Patient Financial Services department
  • Serves as a liaison with Administration and Patient Family Representatives to provide information on patient inquiries and follow-up action as requested
9

Responsibilities For Director Patient Financial Services Resume

  • Motivate and supervise subordinates
  • Computer competency with legacy Patient Financial Systems, Word, Excel, Outlook, PowerPoint, etc
  • Sort and distribute mail received via lockbox. Interpret data represented in the correspondence. Route correspondence and refund requests to appropriate parties for processing
  • Process Attorneys’ requests for billing information
  • Process Prompt Pay requests for appropriate language and signature levels
  • Process charity documents and scan into the Information System
  • Apply and remove encounter bill holds as assigned
  • Post adjustments on a weekly basis as assigned
  • Develops agenda and conducts team huddles, covering all required topics. Maintains attendance and minutes for meetings and assures communication of minutes and follow through on action assignments
10

Responsibilities For Patient Financial Services Director Resume

  • Accurately and completely produces, processes, collects, and/or posts daily transactions in a timely manner with minimal direction from team leader or manager
  • Maintains competency, meets work standards, and maintains proficiency to perform these daily transactions and functions
  • Participates in all departmental and organizational initiatives to obtain defined departmental goals
  • Identifies and communicates any issues or barriers in work environment or processes
  • Recommends process improvements or courses of action for problem resolution to team leader and/or manager
  • Oversees the Customer Service Payment Management Supervisor and its employees

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