Medical Refund Specialist (Revenue Cycle)

Responsibilities as the Medical Refund Specialist (Revenue Cycle): Patient Refund Processing: Prepare and review patient refund requests received from billing, payment posting, and front-end teams, ensuring proper documentation and approval routing. Credit Balance & Refund Management: Process refunds through Refund Manager and Phreesia, investigate monthly patient credit reports, and resolve outstanding credit balances.

• Location: Westchester County, NY
• Type: Temporary
• Job #48196
• Salary: $20.00

Job Overview - Medical Refund Specialist (Revenue Cycle)
Compensation: $20 - $21/hour
Location: Westchester County, NY
Schedule: Monday to Friday (On-site)

Atlantic Group is hiring a Medical Refund Specialist (Revenue Cycle) in Westchester County, NY for our client, supporting credit balance reconciliation and revenue cycle operations within a large healthcare organization. In this temporary role, you will manage overpayment resolution workflows, process electronic refunds through billing platforms, and maintain detailed audit logs to ensure compliance, accuracy, and timely financial adjustments.

Responsibilities as the Medical Refund Specialist (Revenue Cycle):

• Patient Refund Processing: Prepare and review patient refund requests received from billing, payment posting, and front-end teams, ensuring proper documentation and approval routing.
• Credit Balance & Refund Management: Process refunds through Refund Manager and Phreesia, investigate monthly patient credit reports, and resolve outstanding credit balances.
• Payment Posting & Reconciliation: Post transactions, process credit card terminal payments, and review AR fax submissions to ensure accurate account adjustments.
• Approval & Compliance Coordination: Route refund checks for required executive signatures, verify accuracy prior to mailing, and maintain compliance with internal controls and healthcare billing regulations.
• Tracking & Documentation: Maintain detailed refund logs and spreadsheets, scan and file documentation in ICS, and support audit readiness through organized recordkeeping.
• Cross-Training & Process Improvement: Provide coverage for insurance refund workflows when needed and identify opportunities to improve refund processing efficiency and accuracy.

Qualifications for the Medical Refund Specialist (Revenue Cycle):

• Experience: Minimum 1 year of experience in medical billing, revenue cycle, or healthcare accounts receivable within a physician practice, hospital, or billing office environment.
• Industry Knowledge: Working knowledge of patient refunds, credit balances, medical terminology, HIPAA regulations, and revenue cycle workflows.
• Technical Skills: Experience with Phreesia and medical billing systems preferred, with proficiency in Microsoft Excel and basic computer systems required.
• Skills & Attributes: Highly detail-oriented professional with strong organizational skills, discretion in handling confidential information, and the ability to manage multiple tasks in a deadline-driven environment.

Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.

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