• Facilitate the execution of TreviPay's Standard Operating Procedures (SOP) to support B2B collection efforts • Provide an elite customer experience in all interactions via phone, email and meeting, with both internal and external stakeholders • Answer incoming phone calls, make outbound calls, and successfully respond to customer inquiries • Meet/exceed departmental KPI's (past-due rate, 60+%) • Demonstrate the ability to meet/exceed both quality and productivity performance expectations • Respond to customer/client inquiries in an accurate and timely manner • Respond to requests for information, such as payment history and open invoice requests, and navigate core systems as needed • Demonstrate the ability to solve for root cause, helping to set customers up for future success

• Manage the day-to-day activities of the staff supervised on site or remotely for a client hospital. • Focus the team’s efforts and ensure diligent team follow-up are crucial to this position. • Leadership capabilities such as answering relevant questions, setting goals, allocation of resources, monitoring, trending of AR and staff accountability are essential. • Hands-on training of staff is a key element of this role. • Monitor the status of outstanding patient accounts, identifying and resolving billing errors and claim denials. • Conduct weekly team meetings driving revenue cycle performance needs and continued training, maintain and track SOP’s and process improvement processes. • Conduct thorough reviews of patient accounts to ensure accuracy of billing codes, patient demographics, and insurance information. • Implement strategies to improve collection rates and reduce outstanding accounts receivable. • Follow up on complex payer trends, communicate with Management the volume and specific issue along with researched payer specific guidelines. • Generate regular reports on team performance, including key metrics performance, data to identify potential issues and develop solutions to improve efficiency and revenue cycle management working with Management and escalate trends to Management. • Mentor and monitor team performance against key metrics goals and monthly collection goals, reduced denials, and productivity met 95% or better. • Identify areas for improvement and implement action plan to resolve payer and denial challenges. • Provides information regarding patient accounts in response to inquiries, safeguarding confidential information in verbal replies and correspondence. • Overseeing daily billing and collections for all AR financial classes (Medicare, Medicaid, Worker’s Compensation, BCBS, HMOs/PPOs, commercial insurance, self pays, etc.) • Interprets and follows up on contracts with insurance companies pertaining to rates, discounts and filing instructions. • Proper utilization of federal and state credit collection regulations and guidelines • Properly handles HR related issues including but not limited to new hire orientation, staffing coverage, time off approvals, timecards, counseling/discipline, and evaluations. • Monitor staff productivity • Coordinates agenda(s), presents findings on all scheduled conference calls

• Own the end-to-end cash application process, ensuring accurate and timely posting of customer payments in NetSuite • Analyze and reconcile payment discrepancies and deductions using customer portals and direct communication • Evaluate chargebacks for proper coding, recoverability, and accurate financial impact • Maintain and improve the daily cash forecasting model to support leadership visibility into cash inflows • Maintain deduction support documentation within Airtable • Ensure customer invoices are delivered successfully via EDI or manual billing, and follow up on past-due balances • Actively manage and analyze AR aging to identify past-due trends, at-risk balances, and collection priorities • Lead dispute resolution efforts for invalid chargebacks and unpaid invoices through customer portals, SupplyPike, and Airtable • Analyze recurring deduction patterns and partner cross-functionally to implement corrective actions • Monitor and respond to the AR email inbox • Support month-end AR close by performing account reconciliations and validating revenue-related activity • Prepare AR-related reporting and variance analysis for Accounting leadership • Create manual invoices (hotels, partnerships, subtenants, etc.) • Review customer contracts and lease agreements to ensure billing accuracy and proper claim submission • Collaborate with Accounting, AP, Operations, Sales, and other cross-functional teams • Support audit, SOX, or leadership requests related to AR activity • Manage chargeback reporting and analysis, tracking trends, financial impact, and recovery status to improve collections performance and visibility

• Coordinates, monitors, and manages the follow-up on unpaid claims • Ensures follow-up and reimbursement appeals of unpaid and inappropriately paid claims • Identifies, researches, and ensures timely processing of billing errors and corrections as they relate to claims • Actively participates in problem identification and resolution and coordinates resolutions between appropriate parties • Ability to communicate and collaborate effectively with other internal as well as external resources to achieve desired results and resolve issues • Review and work all daily correspondence • Appeals denied claims via mail, telephone, or websites • Perform audits on accounts when needed to review for accuracy • Update accounts with information obtained through correspondence and telephone • When necessary, contacts patients, referring providers or a hospital to obtain better insurance information, authorization, or updated patient demographics to assist with collections • Completes appropriate account maintenance by ensuring that the correct statement groups, financial class, and payer codes • Accurately documents all follow up on the account to ensure there is an accurate record of the steps taken to collect on an account • Pitches in to help the completion of the daily AR Representative 2 workload to support AR team productivity and outcome measures • Meets the current productivity standard which include both quantity and quality metrics • Maintains a working knowledge and understanding of CPT and ICD-10 codes • Keeps current with health care practices and laws and regulations related to claims collections • Performs other job-related duties within the job scope as requested by Management