Patient Finance Specialist
New
C
Charlie HealthBehavioral Healthcare
Remote, United States; not available to candidates in Alaska, Maine, Washington DC, New Jersey, California, New York, Massachusetts, Connecticut, Colorado, Washington State, Oregon, or Minnesota.Full-TimeMiddle
Salary not disclosed
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Job Details
- Languages
- English
- Experience
- Minimum 2 years experience working in a customer/patient success or support role; 1-2 years Salesforce experience; 1-2 years contact center technology experience; 1-2 years customer financial discussions experience.
- Required Skills
- SalesforceCustomer serviceCRMSlackHIPAA
Requirements
- Upholds Charlie Health's Mission, Vision, and Values
- High school diploma or equivalent
- Excellent written and verbal communication skills
- Minimum 2 years experience working in a customer/patient success or support role
- 1-2 years of Salesforce experience (or equivalent CRM platform)
- 1-2 years of experience using contact center technology
- 1-2 years of experience customer financial discussions
- Strong ability to multitask and work in a fast-paced environment
- Demonstrates a high level of emotional intelligence
- Knowledge of HIPAA policies and procedures
- Proficiency with cloud-based communication and software (Slack, G-suite, Microsoft Office, Zoom & EMR)
Responsibilities
- Place outbound calls, emails and texts to admitted clients to ensure they fully enrolled in their treatment plan
- Reach out to clients to ensure they understand their insurance benefits and have successfully completed their program financial enrollments
- Act as a liaison between patients and internal Charlie Health teams such as, Admissions, Billing, Utilization Review, Outreach and Clinical
- Support client-related requests from the Clinical Care team to improve the patient’s experience
- Identifying gaps in treatment attendance and reaching out to clients to resolve issues with treatment that may be leading to non-attendance proactively
- Communicate aftercare resources (i.e. outpatient therapy providers) to families and work with families to schedule appointments post-Charlie Health
- Managing client schedule, scheduling and rescheduling appointments
- Complete all documentation in a timely and accurate manner
- Adapt to organizational change and departmental restructuring to fit the needs of our clients, families, and referral sources
- Meet determined KPIs including: Appointments scheduled, financial agreements completed, daily call volume, issue resolution rate, time to resolution, aftercare appointment scheduling rate, customer satisfaction scores etc.
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