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Need help with organization of the slide Patient Advocate Daily Responsibilities · Work all COB

September 9, 2024

Need help with organization of the slide

Patient Advocate Daily Responsibilities

· Work all COB accounts in Revenue Cycle Worklist.

· Mail out COB letters to patients who are unreachable by phone.

· Working daily task assignments for account follow-ups, COB balance transfers, and patient callback requests.

· Identify patient refunds, create refund packets, and log patient refund requests.

· Mail out patient refund checks and overpayment letter notices.

· Take IB patient calls. *Calls vary and include patients calling back about OOP costs, billing concerns/questions, making payments, setting up payment plans, escalations, patients awaiting insurance verification/auths, Below Cost Holds, and disputes on misquotes and patient financing.

· Creating Itemized statements for patients.

· Call patients BEFORE scheduling to advise of OOP costs, payment options, and patient financing.

· Managing AR Dashboard tasks; small balances, bad/updated addresses, disputes, payment plan exceptions, failed emails, and wrong phone numbers.

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