Patient Finance Specialist

Privia Health is a technology-driven physician enablement company supporting medical groups and health systems with scalable operations and cloud-based technology. The Patient Finance Specialist manages and processes patient refund requests, ensuring accurate reconciliation and compliance with company policies and healthcare regulations. The role serves as the primary point of contact for refund resolution and supports Salesforce case management.

• Manage patient refund and credits workflows by reviewing, approving, and processing patient refunds.
• Serve as subject matter expert and escalation point for patient credit Salesforce cases.
• Reconcile patient accounts to ensure correct application of payments and adjustments.
• Investigate and resolve account discrepancies impacting refunds, coordinating with insurance companies as needed.
• Drive complex refund issues through to resolution.
• Respond to patient inquiries and close cases in a timely manner.
• Maintain detailed documentation of refund activities for audit and reporting needs.
• Communicate with patients about overpayments and the refund process when applicable.
• Coach staff members on proper patient refund procedures.
• Enforce internal policies, procedures, and controls to ensure confidentiality and security.
• Partner with Customer Service, Operations Consultants, and RCM teams to improve billing and refund efficiency and processes.
• Support ad-hoc projects and perform other duties as assigned.

• Education:

  • High School Degree or equivalent preferred.

• Experience:

  • 2+ years of experience in a medical billing office or equivalent claims experience.
  • 2+ years of experience in a customer-facing role preferred.
  • 1 year of experience with athenaHealth and/or athena One.
  • Hands-on experience with patient billing and refunds.

• Skills:

  • Advanced Microsoft Excel skills (e.g., pivot tables, VLOOKUP, sort/filtering, formulas).
  • Strong attention to detail and excellent communication skills.
  • Ability to manage compliance with company policies and healthcare regulations.

• Pay range: $21.00 to $26.45 per hour base pay (exclusive of bonuses and benefits).
• Eligible for an annual bonus targeted at 10%.
• Benefits mentioned: medical, dental, vision, life, and pet insurance; 401K; paid time off; wellness programs.

• Remote worker technical requirements (if working remotely):

  • Minimum internet speed: 5 MBPS download and 3 MBPS upload.
  • Work-from-home expense reimbursement may be available to offset internet cost.
• Compensation determined by experience, education, and geographic location.