Personalized mental health treatment for teens, young adults & families in crisis.
Patient Finance Specialist
Location
California
Posted
52 days ago
Salary
0
Seniority
Mid Level
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
- 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) 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 for all full-time, exempt employees
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