Account Assistant 3 - Yale Health Finance

Essential Duties 1.

Receives, classifies, and codes information.

Reviews account records to ensure accuracy and completeness.

Prepares and distributes billing statements.

2.

Obtains and provides information related to accounts, procedures, and regulations.

Establishes, maintains, and reconciles account records.

3.

Reviews, logs, codes, and posts payments.

Identifies and corrects errors.

Totals and reconciles cash transactions daily.

Monitors account records.

Composes correspondence related to problem accounts.

4.

Refers delinquent accounts to supervisor and collection agencies.

Researches individual accounts.

May summarize findings in brief reports.

5.

Completes and processes forms.

May present account information at legal proceedings.

6.

Performs clerical functions incidental to account activity.

Required Education and Experience Four years of related work experience, two of them in the same job family at the next lower level, and a high school level education; or two years of related work experience and an Associate's degree; or an equivalent combination of experience and education.

Background Check Requirements All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements.

All offers are contingent upon the successful completion of the background check.

For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website.

Position Focus: In 1971, Yale University established Yale Health to provide health services to its facility, staff and students through a multidisciplinary health maintenance organization located on campus.

Yale Health has more than 47,000 members including students, staff, faculty and their families who come from every state in the country and almost every country in the world.

With over 50 years of service to the Yale community, our state-of-the-art facility at 55 Lock Street, is where our members receive most of their care from our 150+ providers.

It is a 144,000 square foot medical facility with over 90 exam rooms, an Acute Care Department, a 15-bed inpatient facility with two negative pressure rooms, a diagnostic imaging suite including MR and CT scan, x-ray and ultrasound and a full-service retail pharmacy.

Under the supervision of the Financial Analyst, perform financial activities and provide administrative support including but not limited to; process and coordinate billing activity for premiums, process cash, perform reconciliations, perform collections follow up functions, prepare reports and create journals.

Set up cash drawers for pharmacy, prepare cash deposit for lobby pick up by Yale Security for transport to Treasurer's Office daily.

Balances cash receipts.

Reconciles cash, checks and credit cards to pharmacy system reports.

Send weekly cashier stat report to Pharmacy manager.

Provides general administrative support for Finance, Billing, Claims and Referrals as needed.

Including, but not limited to opening/stamping mail, preparing referral letters and requesting supplier W9's when needed.

Enter pharmacy authorized and unauthorized credit card charges into IDX.

Maintain related files and batch reports.

Reconcile Acute Care Copays & Immunization, provide copies to billing team, prepare month end journal, export/import Bursar charges weekly.

Generate, review and distribute premium bills from IDX.

Follow up on outstanding premium receivables.

Send out collection letters and termination letters as needed.

Notify member services and supervisor of collections issues.

Receives, logs and posts payments in IDX.

Prepares and verifies daily deposits.

Balance IDX batches submitted by Travel Clinic including entering charges, posting payments and reconciling.

Review monthly IDX credit card reports, attach back up and create journals.

Responsible for follow up on returned checks.

Enter into IDX, send letters of follow up, document in CSR (IDX) and reconcile account.

Interface with claims to adjust accumulators as needed.

Notify supervisor of issues requiring further intervention.

Balance month end Workday reports to charges made in the Pharmacy, Travel, and premium payments.

Handles customer payments, cash or credit card, from members who directly contact the Finance department.

Respond to inquiries through correspondence, by telephone or in person.

Document in CSR (IDX). Notify supervisor of issues requiring further intervention.

Serves as a positive and supportive member of a collaborative team.

Responsible for inventory and problem solving of credit card machines within YUHS.

Performs other duties as assigned and provides cross coverage as needed.

This is a full-time onsite position.

Preferred Education, Experience and Skills: Experience with Workday, IDX, and basic knowledge of Yale University's financial policies and procedures.

Experience working a cash register.

Experience as a bookkeeper or in banking.

Experience with financial transactions.

Posting Disclaimer The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the particular position.

Employees will be assigned specific job-related duties through their hiring departments.