Specialist - Patient Financial Services

Specialist - Patient Financial Services - Full Time

Apply for the Specialist - Patient Financial Services - Full Time role at Tamarack Health.

The Patient Financial Specialist role is a blend of billing, claims follow‑up, customer service, and payment posting. The Patient Financial Specialist plays a key part in ensuring that patients are billed correctly and that the organization is reimbursed accurately by insurance companies.

• Insurance Claims Processing:
  Submit and follow‑up with third‑party payors, resolve delays, and handle patient statements.
• Maintain HIPAA compliance and ensure accuracy in billing functions.
• Complete and submit claim forms for payment and statement charges per payer instructions.
• Follow up on delayed claims.
• Sort and distribute incoming Patient Business Services mail.
• Organize, scan (if applicable), and file cash folders.
• Cash Handling:
  Accept and post payments received from patients in person, over the phone, and via CRM/online payments.
• Receive and file approvals for payment; mail statements for balance of charges when applicable.
• Serve as backup for Accounts Receivable: accept payments through mail and over the counter; post checks received; balance cash and daily receipts; create daily cash sheet and payment posting batches; prepare bank deposits.
• Customer Service:
  Act as a compassionate, professional point of contact for patients, employers, and insurance providers regarding financial matters; treat each patient/guarantor as a valued customer; demonstrate empathy, courtesy, and professionalism; maintain a positive and professional image.
• General Support:
  Assist with mail, phone coverage, and support other roles during absences (e.g., PFS Specialist, Prior Authorization Credentialing Specialist); assist the switchboard in emergency situations by serving as a runner for Patient Access.

• Completion of high‑school diploma or equivalent.
• Ability to read, write, and communicate effectively in English.
• Prior experience with typing and computer use.
• Proficiency in Microsoft Office applications; ability to learn electronic billing software within 60 days of hire.
• Ability to work effectively in a fast‑paced environment with frequent interruptions.
• Strong customer service skills and ability to remain calm in stressful situations.
• Excellent communication skills for explaining bills, insurance issues, and answering patient questions.
• Understanding of medical terminology and insurance guidelines/policies.
• Strong attention to detail and organizational skills; note‑taking experience preferred.
• Experience in finance‑related areas such as accounts receivable, patient billing, or insurance claims processing preferred.

• Take responsibility for learning, applying, and modeling service standards in all encounters.
• Participate in service improvement training and activities.
• Help others understand and apply service standards in customer interactions.
• Participate in special projects and/or committee work.
• Actively recognize peers.
• Adhere to STAR Standards:
  Service, Teamwork, Accountability, Respect.
• Maintain confidentiality in compliance with state and federal law, including HIPAA.
• Complete annual in‑service(s).
• Accountable for completion of training required for job description.
• Reliable in attendance and punctuality.
• Demonstrate safety practices in job performance.
• Demonstrate knowledge of compliance program/hotline.
• Resolve conflict productively by communicating with those involved and limiting discussion with those not involved.
• Refrain from gossip or negative commentary about customers.
• Support organizational and departmental goals and performance improvement activities.
• Comply with all rules, regulations, laws, policies, procedures, and standards.
• Demonstrate respect for diverse cultural, religious, and philosophical values.
• Comply with Cell Phone policy.
• Comply with Computer Usage policy.
• Comply with Tamarack Health policies.

• Entry level

• Full‑time

• Health Care Provider

• Hospitals and Health Care