Financial Associate II - Billing Specialist

POSITION SUMMARY

This position assists the Finance Department in the overall administration and management of the Finance Department functions. Work functions include medical billing, cash handling, and accounts receivable.

The following duties are normal for this position. These are not to be construed as exclusive or all-inclusive. To perform this job successfully, an individual must be able to perform each duty satisfactorily. Other duties may be required and assigned. The allocation of duties for this position will be dependent upon the assignment of the position. Duties will be assigned accordingly.

• Receives invoices from vendors. Review for accuracy and confirm rates match contract amounts. Enters charges into Electronic Health Record (E.H.R)
• Reconciles General Ledger accounts and prepares journal entries.
• Completes financial interviews with consumers either in person or over the phone to gather insurance information, verification of assets and income to determine ability to pay. Obtain signatures on required paperwork for releases, ABN and billing.
• Verifies insurance benefits and obtains prior authorizations for services. Reviews documentation submitted by staff to ensure accurate completion before submission. Monitors use of services and obtains additional authorizations as they expire, or approved visits are consumed.
• Prepares the daily appointment schedule. Reviews insurance notes and most recent interview date and notes.
• Bills services to Medicare, Medicaid, Commercial Insurance, and Self Pay. Follows-up on unpaid claims.
• Sorts, balances, and assigns G/L account numbers to cash, checks, credit card and EFT payments received.
• Completes deposit and provides treasurer and other departments with deposit documentation. Creates journal entries for recording of deposit to G/L.
• Applies payments to consumer accounts in Electronic Health Record (E.H.R); makes rate adjustments, initiates refund for over payments, disputes incorrect claim payments or denials.
• Communicates with consumers to accept payments, provides explanations regarding account balances, and sets up payment plans on past due accounts.
• Assists consumers with applications for medical assistance and family care.
• Provides Medicare Notices of Non-Coverage to consumers. Assists with appeals and denial process.
• Other duties as assigned.

• Knowledge of accounting, budgeting, and auditing principles (including GASB rules and GAAP standards) and methods in their application to a government accounting system.
• Knowledge of governmental accounting methods, procedures, and financial practices.
• Knowledge of County programs, funding sources, and specific regulations governing expenditures and revenues.
• Knowledge of principles, practices, and techniques of public administration, with particular reference to governmental budget and finance administration.
• Ability to prepare and maintain complex and accurate financial documents and reports.
• Understanding of the structure, functions, policies, procedures, and operations of County government, including departmental operations, as well as the broader context of local, state, and federal government agencies, particularly within Wisconsin.
• Technical proficiency in the use of standard office software applications, databases, and technology tools relevant to the position (e.g., Microsoft Office, Outlook, SharePoint, etc.), as well as general knowledge of modern office practices, procedures, and equipment.
• Strong organizational and time management skills, including the ability to manage multiple priorities, and adjust to changing demands, and meet critical deadlines in a fast‑paced environment while maintaining a high degree of accuracy and attention to detail.
• Ability to type accurately and demonstrate proficiency in word processing, data entry, and the preparation, review, and processing of documentation.
• Ability to apply ethical judgment and maintain confidentiality and discretion when handling sensitive or protected information, in compliance with open records law and other applicable state and federal statutes and regulations.
• Ability to interact professionally,…