Financial Team Member

Key ResponsibilitiesPatient Financial Management

• Present treatment plans and collect patient portions at time of service.

• Offer payment options and financing when appropriate.

• Monitor patient AR daily.

Collections Process

• Execute 2 statement cycle:

• Statements mailed on the 1st and 15th.

• Execute 2 letter collection process:

• Letters mailed every 2 weeks following statements.

• Escalate accounts appropriately.

• Prepare delinquent accounts for Organ Law referral.

Payment Posting

• Post patient payments accurately.

• Balance daily deposits and end-of-day reports.

Communication

• Use RevenueWell for reminders and financial communication.

• Educate patients on balances and payment expectations.

• Maintain professionalism and compassion in collections conversations.

Reporting

• Track:

• Patient AR over 90 days

• Collection percentage

• • Adjustments
• Systems Used
• The DJ4K Patient Account Specialist manages patient financial accounts, payment arrangements, collections processes, and communication to ensure timely revenue collection and positive patient experiences.