Billing Team Lead

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Billing Duties – Guarantee the optimal functioning of all back-office technology systems. Demonstrate comprehensive familiarity with all Summit programs, policies, services, and events, conveying this information succinctly to the billing and finance teams. Execute various billing responsibilities, including but not limited to: handling processing daily appointments (red bars), collection of payments and balances, maintain accurate records, and offer support to other departments when necessary. Provide the highest level of customer service to clients, staff, and other stakeholders, guide clients and staff through financial options and documentation, answer phone and email inquiries to address and resolve client complaints related to billing matters.

Administrative/Reporting – Facilitate and manage requests for IT assistance while possessing a proficient understanding of reporting in relation to funding sources such as Grants, CAF, Payors, and Community Partnerships. Conduct weekly monitoring of accounts receivable balances, identify any disparities in co-payment. Assist the Finance Department with executing weekly audits encompassing deposits, reconciliation, and accounts payable. Perform regular audits of departmental productivity, including outstanding client appointments (Red Bars), monitor and manage the departmental inboxes, and unpaid invoices. Subsequently, the Billing Team Lead will compile and communicate all identified findings to the Practice Administrator.

Operations – Identify customer service growth needs and training opportunities; develop resources and tools to support Billing Department workflows; enforce policy and procedures, while ensuring proper compliance of team and providing feedback to manager; delegate assigned projects to all Billing team members and monitor progress; address overdue tasks and step-in to support the Front Office team as need arises; update forms and e-mails, and assist in creating and maintaining paperwork as needed; attend huddles and take minutes, and ensure missing team members are informed of things discussed in meetings; attend weekly staff meetings as needed; participate in interview process for Billing team members by way of observation shadowing; assist in onboarding support and shadowing management of new staff, and identify training gaps; provide solution-oriented approach to internal and external interactions, and engage in discussions with Practice Administrator to address identified billing concerns and support needs.

ADDITIONAL DUTIES AND RESPONSIBILITIES:

· Any other duties as assigned.

COMMUNICATION/CUSTOMER CONTACT:

· Contacts are across the entire geographical, and professional community, both in leadership and peer. Community contact is a critical component of success in developing goodwill and interest in the mission of the Center.

COMPETENCIES/SPECIFIC EXPERIENCE OR TRAINING PREFERRED:

· To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Experience

· Bachelor’s degree in business or related field

· 3 or more years of experience in, leadership or related field

Knowledge, Skills and Abilities

Technology/Software:

· Proficient in Microsoft Office (Word, Excel, Outlook, Office 365)

· Electronic Health Records (Valant)

· Human Resources Software (ADP)

· Internet Phone System (Nextiva)

· Office Equipment

· Misc. Financial Platforms (QuickBooks, Bill.com, Availity, UHC Provider Portal, Evernorth/Cigna, etc.)

Communication:

· Represents the mission of The Summit in all actions.

· Discernment in sharing of potentially confidential information, HIPPA awareness.

· Ability to work efficiently as a group and individually.

· Experience supporting both a billing team and a leadership team with the ability to interface professionally with multi-level departments.

· Ability to identify and address support and training needs within a team. Experience training peers and monitoring progress.

· Ability to delegate to multiple employees and the ability to communicate clear instructions and monitor teams’ participation in daily tasks and projects.

· Maintain the highest level of customer service and professionalism, both internal and external. Including but not limited to the ability to create a hospitable environment for staff and clients. And the ability to manage large volumes of clients and staff, phone calls and projects.

· Excellent organizational and time-management skills including flexibility with schedule, tasks and/or duties.

JOB CONDITIONS: (SEE EXAMPLES BELOW)

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the associate is:

· Sitting for long periods of time in front of a computer, or on the phone

· Occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl.

· Occasionally lift and/or move up to 30 pounds.

· The noise level in the work environment is usually low.