Refund Specialist (Full Time) - Patient Financial Services

Staff Position Description

Position Title: Refund Specialist Position Code: SpecRefund-8115

Department: Patient Financial Services Safety Sensitive: No

Reports to: CBO Cash Applications Manager Exempt Status: No

Position Purpose:

All KHI employees are expected to perform their respective tasks and duties in such a way that supports KHI's vision of providing the region's best clinical care and patient service through an environment that fosters respect for others and pride in performance.

Key Responsibilities [List of material responsibilities and essentials duties which must be completed in achieving the objectives of the position]

• 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.

Qualifications [Statements regarding minimum educational and experience qualifications, required proficiencies with specialized knowledge, computer proficiencies, military service, required certifications, etc.]

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.

Preferences [Preferred attributes for the position which are not absolutely required in the minimum qualifications (i.e., multi-lingual, master's degree)]

• Education related to Cash Reconciliation, Billing and Collections preferred
• Accounts receivable experience preferred

Special Position Requirements [Optional section: any travel, security, risk, hazard or related special conditions which apply to the position]

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.

Work Requirements [Optional section: work requirements for physical or other important issues which relate to the job]

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..

Date Staff Position Description Created / Revised: 02/22/2019