Clerk 3

POSITION OBJECTIVE

Working under general direction, the Auditing Clerk will support the financial administration of patient accounts for the School of Dental Medicine including accounts in clinics for the DMD program and the seven postgraduate clinics. The auditing clerk will process charges and payments to patient accounts and input data that correlates to student grades and credit for treatment. The auditing clerk will serve as a resource person for students completing necessary paperwork and following proper clinical protocol procedures.

• Post payments and charges to patient accounts using axiUm (dental software). Collect and post payments (cash, check, Master Card and Visa). Verify and enter payment information from cash slips. Verify that information in treatment plan is correct for correct fees, department, and type of treatment. (80%)
• Take and address messages or direct calls to the appropriate person. Open mail and distribute it to personnel within the department. Prepare and process daily deposit. (6%)

• Work with the accounting clerk 3 and department supervisor to coordinate paperwork for Ohio Medicaid and their agencies. Assist with the preparation of paperwork and cash slips to ensure payment. (4%)
• Review patient accounts for financial accuracy before the student
  ¿ s complete treatment. Verify that the patient, student, and instructor have approved treatment plans in charts. Verify accuracy of data for patient records and monthly clinical financial reports. Process student procedure sheets by indicating payment in full has been made or that a payment schedule has been established, to provide student credit for treatment. (2%)
• Process charges for second and third party billing. Create new patient account data for billing purposes for non-school patients. Assist in maintaining daily, monthly and yearly financial records for clinic income. Assist in the implementation and documentation of accounting policy and procedures. (3%)
• Verify Case Western Reserve University student health insurance and university dental benefit insurance coverage. Calculate discounts for the plan. Process files and paperwork to identify plan and information for reports. Assist the insurance specialist clerk 3 and supervisor in coordinating the filing of insurance claims for third party payers, Ohio Medicaid, Care Source, Bureau of Workman
  ¿ s Compensation, and private pay. (2%)
• Assist in auditing patient accounts. Assist students and patients in resolving procedure, charge and/or payment conflicts. Submit all recommended adjustments for charges to supervisor for approval as necessary. Request and return patient charts from graduate and postgraduate clinics for data and financial auditing through axiUm. Review charts and balance with axiUm financials for patient close out. Notify student/department that the chart cannot be closed out until balance is reconciled with chart.
  
  Process delinquency notices to patient whose treatment is completed but not paid in full. Follow up on monthly notices and report to supervisor when outstanding amount or period exceeds established policy for submission to outside collection agency. (3%)
• Perform other duties as assigned. (