Charlie Health logo
Charlie Health

Personalized mental health treatment for teens, young adults & families in crisis.

Patient Finance Specialist

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteMid LevelTeam 501-1,000H1B No SponsorCompany SiteLinkedIn

Location

California + 3 moreAll locations: California | Colorado | New York | Washington

Posted

11 days ago

Salary

0

Seniority

Mid Level

High School2 yrs expEnglishCloud

Job Description

Patient Finance Specialist

Charlie Health

• 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.

Job Requirements

  • 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) required
  • 1-2 years of experience using contact center technology
  • 1-2 years of experience customer financial discussions (Health insurance experience and knowledge of medical billing practices a strong plus)
  • Strong ability to multitask and work in a fast-paced environment
  • Demonstrates a high level of emotional intelligence
  • Knowledge of HIPAA policies and procedures
  • Work authorized in the United States and native or bilingual English proficiency
  • Proficiency with cloud-based communication and software (Slack, G-suite, Microsoft Office, Zoom & EMR)

Benefits

  • Comprehensive benefits to all full-time, exempt employees

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