About the role
JOB SUMMARY This position works in the Dental Center Billing Office to assist with all aspects of the revenue cycle. The Senior Collections Representative helps with Claim submission, Accounts receivable, working denial, Patient Billing Inquiries, Correspondence, Payment Allocation and Process Improvement to ensure compliant and through collections of professional fees performed in the Dental Center
Day shift DUTIES & ESSENTIAL JOB FUNCTIONS Identify the functions or tasks that employees in the job perform. The
should state the purpose of the work and the results to be accomplished, rather than how the function is performed. Of the tasks listed , what percentage of time is devoted to each? The more time employees spend on a function, the more likely it is that the function is essential.
Generally, include those functions that account for 10% or more of the work, i.e., key items that contribute significantly to the achievement of the job. The functions should add up to 100%. % of time Essential Function (Yes/No ) Key Responsibilities (To be completed by Supervisor) 75% Yes Revenue Cycle Functions Claim Submission : Incumbent to process paper and electronic claim forms to payors for chargeable and billable services.
This includes resolving billing system edits (EDI/Charge Review) and determine the correction action to clear the error and produce clean claims for the Dental Center. Review key data within the claim form, such as provider, practice,, CDT/CPT, fee and ensuring appropriate documentation is included for adjudication. Correspondence: Reviews billing correspondence for timely resolution.
This will include applying appropriate denial and claim status codes. The incumbent is responsible to recognize insurance reimbursement issues, coding problems and other issues that could affect the financial condition of the clinic. The incumbents work closely with the Revenue Cycle Director to resolve identified trends and problems.
Accounts Receivable by following up and reprocessing claims as necessary. This includes research complex billing issues of each account; confirms primary and secondary payers, closely evaluates coordination of benefits; identifies appropriate contract / plan to provide payment for all phases of care. Analyzes complex financial data and reports and identifies trends that contributes to aging accounts and common denials.
Summarizes findings to share with management Interpret and enters detailed account notes in order to understand past activity and to provide an audit trail for future follow-up. Review Explanation of Benefits (EOB) and applying the appropriate denial, rejection, claim status codes, payment and or adjustment codes for timely resolution. Manage the pursuit of unpaid or underpaid claims, including drafting and submitting appeals letter to payors or escalation letters to patients.
Initiates charge correction, refund and adjustment requests. Use of the following reference tools and guidelines: MediCal Dental and Delta Dental Provider Handbook, UCSF Dental Center Fee Schedule, Contracted Fees, UCSF Dental Center Standard Work and Policies, CDT/CPT, ICD-9. HCPC Handbooks.
Adhere to the rules and regulations of the different types of medical and dental payers such as MediCal Dental, Delta Dental, PPO, EPO, HMO and commercial insurance. Patient Billing Inquiries : Collaborates with clinic managers/supervisors and providers (faculty, residents, students) to resolve billing inquires in-person, phone, email, standard mail, etc in a timely and professional manner. Educate patients of personal financial responsibility and expectation.
This involves and in depth understanding of the basic dental insurance policies and the ability to communicate effectively to patients and payors. Nurture the patient relationship to encourage patient retention and contribute to the development of a patient-focus environment. Establish relationships with external resources, provides extensive research to resolve billing inquiries which includes, but not limited to Patient Financial Servies, MGBS, Collection Vendor, Controller’s Office, etc.
Coordinate the resolution of bad debt patient outsource accounts with collection vendor. WQ Management : Monitor and manage revenue cycle related work queues in the EPIC system in a stratified manner. This includes, but not limited to, charge review, claim edit, account, remit, adj/refund review and ROI WQs.
Resolve issues in a proactive manner by ensuring that all work queue items are reviewed, followed-up and appropriately closed. Payment Allocation : Preparation and submission of PeopleSoft journals for payments routing to PBS centralized Lockbox, MyChart deposits, ACH, EFT, i835 and insurance credit card, adhering to the Cash Handling Procedure Policy. Incumbent must maintain PBS excel spreadsheets for reconciliation, statistical and audit purposes.
The incumbent prepares daily journals to transfer funds to the Dental Center Division General Ledger and record the information in the excel database. The excel reports are generated by the incumbents for the Division CAOs and Financial Analyst(s). Initiates that all paper checks are transitioned to an electronic payment source.
The incumbent is responsible for the maintenance of the excel journal and deposit logs and the reconciliation of the monthly journals to ensure accuracy and completion against our weblinks reports. The SAS 112 reconciliation process is the responsibility of these employees. Payor Enrollment : Submit and finalize provider applications to contracted payors.
Collect provider supporting documents and ensure all forms are complete and signed. Keep abreast of the application requirements for each payor and individual providers recredentialing deadlines. Monitor and resolve payer-related delays and/or rejections and maintain accurate records to include submission history and effective dates. 25% Yes Process Improvement Contribute to the development of new administrative processes to streamline billing workflow and improve efficiency.
This includes updating or providing systematic screenshots to develop written standard work and policies. Keeps abreast of changes in government regulations and requirements of all third party carriers. Drafts changes to systems, policies and procedures as needed.
Use Epic Dashboards to monitor the status of work queues, identify aging accounts, and prioritize follow-up tasks for both patient balances and insurance claims. Analyze real-time data from dashboards to track key metrics such as days in accounts receivable, claim denials, payment posting, and account resolution times. Customize and filter Epic Dashboards to focus on specific work queues or account types (e.g., insurance claims, patient balances, or high-dollar accounts).
Leverage dashboard filters to identify overdue accounts or insurance claims that require immediate attention. Drafts changes to systems, policies and procedures as needed. Provides back up as needed in all areas of the PBS, which requires cross training all functions within the revenue cycle.
Assist in the development of training material on changes to systems or operational procedures. Assist management with specific tasks, training and special projects. Collaborates with Dental Center clinics, patients and outside stakeholders to resolve billing inquiries, including Patient Financial Servies, MGBS, Collection Vendor, Accounting, Controller’s Office, InstaMed, etc.
Work independently within departmental guidelines, exercise appropriate judgement and function effectively as a member of the Patient Billing Service team. Prioritize workload and meet productivity, accuracy and meet service level/aging targets. Attend department, unit and other meetings as required.
Complete trainings and University requirements within deadlines. Perform other duties as assigned. % of time Essential Function (Yes/No ) Key Responsibilities (To be completed by Supervisor) 75% Yes Revenue Cycle Functions Claim Submission : Incumbent to process paper and electronic claim forms to payors for chargeable and billable services. This includes resolving billing system edits (EDI/Charge Review) and determine the correction action to clear the error and produce clean claims for the Dental Center.
Review key data within the claim form, such as provider, practice,, CDT/CPT, fee and ensuring appropriate documentation is included for adjudication. Correspondence: Reviews billing correspondence for timely resolution. This will include applying appropriate denial and claim status codes.
The incumbent is responsible to recognize insurance reimbursement issues, coding problems and other issues that could affect the financial condition of the clinic. The incumbents work closely with the Revenue Cycle Director to resolve identified trends and problems. Accounts Receivable by following up and reprocessing claims as necessary.
This includes research complex billing issues of each account; confirms primary and secondary payers, closely evaluates coordination of benefits; identifies appropriate contract / plan to provide payment for all phases of care. Analyzes complex financial data and reports and identifies trends that contributes to aging accounts and common denials. Summarizes findings to share with management Interpret and enters detailed account notes in order to understand past activity and to provide an audit trail for future follow-up.
Review Explanation of Benefits (EOB) and applying the appropriate denial, rejection, claim status codes, payment and or adjustment codes for timely resolution. Manage the pursuit of unpaid or underpaid claims, including drafting and submitting appeals letter to payors or escalation letters to patients. Initiates charge correction, refund and adjustment requests.
Use of the following reference tools and guidelines: MediCal Dental and Delta Dental Provider Handbook, UCSF Dental Center Fee Schedule, Contracted Fees, UCSF Dental Center Standard Work and Policies, CDT/CPT, ICD-9. HCPC Handbooks. Adhere to the rules and regulations of the different types of medical and dental payers such as MediCal Dental, Delta Dental, PPO, EPO, HMO and commercial insurance.
Patient Billing Inquiries : Collaborates with clinic managers/supervisors and providers (faculty, residents, students) to resolve billing inquires in-person, phone, email, standard mail, etc in a timely and professional manner. Educate patients of personal financial responsibility and expectation. This involves and in depth understanding of the basic dental insurance policies and the ability to communicate effectively to patients and payors.
Nurture the patient relationship to encourage patient retention and contribute to the development of a patient-focus environment. Establish relationships with external resources, provides extensive research to resolve billing inquiries which includes, but not limited to Patient Financial Servies, MGBS, Collection Vendor, Controller’s Office, etc. Coordinate the resolution of bad debt patient outsource accounts with collection vendor.
WQ Management : Monitor and manage revenue cycle related work queues in the EPIC system in a stratified manner. This includes, but not limited to, charge review, claim edit, account, remit, adj/refund review and ROI WQs. Resolve issues in a proactive manner by ensuring that all work queue items are reviewed, followed-up and appropriately closed.
Payment Allocation : Preparation and submission of PeopleSoft journals for payments routing to PBS centralized Lockbox, MyChart deposits, ACH, EFT, i835 and insurance credit card, adhering to the Cash Handling Procedure Policy. Incumbent must maintain PBS excel spreadsheets for reconciliation, statistical and audit purposes. The incumbent prepares daily journals to transfer funds to the Dental Center Division General Ledger and record the information in the excel database.
The excel reports are generated by the incumbents for the Division CAOs and Financial Analyst(s). Initiates that all paper checks are transitioned to an electronic payment source. The incumbent is responsible for the maintenance of the excel journal and deposit logs and the reconciliation of the monthly journals to ensure accuracy and completion against our weblinks reports.
The SAS 112 reconciliation proces Required
At least 1 year of previous Insurance Follow up experience. Graduation from high school or a GED and five years of experience, including two years of experience in collections investigation; or an equivalent combination of education and experience Demonstrates ability to communicate effectively (orally and written). Experience with MS Excel, Word and Outlook Effective time management and ability to meet deadlines Ability to work independently or as needed with a team.
Ability to meet productivity and quality standards. Demonstrates positive attitude and excellent customer service skills. Proven ability to coach and mentor staff for optimal results Ability to set priorities, goals and objectives Demonstrates ability to perform all aspects of billing and follow-up with superior quality.
Excellent attendance record.
Prior working knowledge of the EPIC (Apex) system, especially PB or HB Insurance Follow up Module(s). Prior experience in a medical office environment; strongly preferred Knowledge of UC Peoplesoft Bachelor's degree in related area and/or equivalent experience/training