• Prepare, validate, and submit client invoices accurately and on time according to contract terms and client-specific requirements. • Reconcile timekeeping, expense, and payroll data to confirm accuracy prior to billing. • Track and manage purchase orders (POs), cost codes, and work orders to ensure proper funding and approval alignment. • Submit and monitor invoices through client and third-party systems (OpenInvoice, Ariba, Cortex, Fieldglass, or other VMS tools). • Audit and maintain complete supporting documentation including jobsheets, client approvals, and project references. • Collaborate with Payments, Payroll, and Accounting teams to resolve discrepancies and ensure data integrity prior to revenue recognition and invoice submission. • Track submission progress and contribute to month-end reporting. • Manage accounts receivable aging for assigned portfolios to ensure prompt payment and minimal delinquency. • Conduct consistent outreach to client contacts and intermediaries to confirm invoice receipt, resolve disputes, and secure payment commitments. • Log all communications, payment activity, and resolution updates within collections software for visibility and continuity. • Partner with Sales, Account Management, and Operations to address recurring issues, coordinate on approvals, and enhance customer experience. • Work with Managed Service Providers (MSPs) and vendor management intermediaries to ensure compliance with payment and approval processes. • Support reconciliation of unapplied cash and assist Accounting during monthly close to ensure accuracy in financial reporting. • Monitor client trends, flag potential risks, and communicate delays or anomalies to leadership for resolution. • Collaborate with Sales, Account Management, and Customer Support teams to align on client status, open issues, and strategic account priorities. • Partner with broader Financial Operations functions (Payroll, Payments, Invoicing, Cash, Credit, and Collections) to resolve complex account reconciliations or delinquent balances. • Participate in audits and process reviews, ensuring documentation and reporting meet internal and client standards. • Coordinate with Data, Systems, and Engineering teams to enhance process automation, reporting accuracy, and system integration. • Identify and communicate recurring process challenges; propose improvements and support implementation of new workflows or documentation updates. • Contribute to team meetings, training sessions, and cross-functional initiatives that strengthen collaboration and operational consistency.

• Review denied claims based on assigned markets, payers and work queues within our practice management system • Accurately and efficiently processes requests for denied claims information using website portals and outbound phone calls for all Commercial, Medicare and Medicaid insurance payers • Researches and responds to documentation requests from insurance carriers in a timely manner • Processes appeals of insurance denials and follows-up until the appeal is resolved • Obtains, reviews and updates patient demographics and insurance information within both EHR and practice management billing system as needed • Complete timely follow-up on claims submitted to payer, but no response or ERA after 45 days to resolve any pending issues with claim and payer within timely filing limits • Documents clear and concise activities performed in the system for each account worked • Adheres to all HIPAA (Health Insurance Accountability and Portability Act) guidelines and regulations • Ability to consistently maintain productivity and quality expectations as defined by the leadership team • Alert management to irregularities, insurance trends and areas of concern with reimbursement • Completes other tasks and projects as assigned by RCM Leadership

• Denial Review and Resolution: Review and resolve denied insurance claims by contacting insurance carriers, researching denial reasons, and ensuring accurate billing and coding practices. • Documentation and Appeal: Compile necessary documentation to support insurance appeals and collaborate with other departments to address editing, coding, and payment issues. • Trend Analysis: Identify denial trends and work with billing and coding teams to implement process changes to prevent future denials. • Follow-up and Communication: Maintain communication with insurance companies and patients to ensure accurate and timely payment. • Compliance: Stay abreast of current insurance regulations and managed care contractual obligations. • Customer Service: May assist with patient phone calls and customer service inquiries. • Reporting: May be responsible for generating reports on denial trends and other relevant metrics. • Cash Reconciliation/Payment Posting: Review and post electronic and manual payments from insurance carriers and patients, Perform reconciliation of bank deposits to posted payments.

• Train, direct and oversee the accounts receivable and cash application team • Making hiring decisions, providing feedback on performance; development to ensure career growth and promote succession planning • Creating weekly schedule for the Accounts Receivable Team for business coverage • Completes performance reviews and time management needs for the team • Running credit cards for authorization for online ordering accounts; processing credit card payments • Regularly monitors unapplied cash and provides assistance when needed • Working with multiple departments to gather information for customers to answer questions and resolve issues • Daily outbound accounts receivable and collection calls and emails to customers regarding account status and providing payment details • Prepare and present account status reports to management upon request • Maximize recoveries through customer contact, skip tracing, or other means necessary • Work with customers to reschedule, rewrite, or extend payments when necessary • Utilize customer portals to submit and re-submit invoices and supporting documents for payment • Support daily credit activity to include review and release of pending orders as well as day to day credit and collections duties • Develop action plans to cure delinquency while following proper processes and procedures • Coordinate with Credit, Sales, dealers, and other personnel to effectively utilize all resources to maximize productivity • Releasing orders for customers; working with management for approval on exceptions • Create demand letters and formulate emails to contact customers regarding delinquency • Document all interaction with customers and vendors to ensure reporting accuracy • Make recommendations to Senior Management and Asset Management in regard to securing collateral when appropriate • Other duties as assigned