Katherine Emhoff

Support and provide all reporting or tasks requested from the Client Service Directors.

• Communicate with operations to handle any workflow issues, specific account issues, or timeliness of customer follow-up concerns, then convey resolution or updates to client.
• Manage Aging and Closed reports, escalate any concerns relating to account closure timeliness, and track solutions. Communicate with operations to manage information and rebill request logs, escalate any issues to assigned clients, and track resolution.
• From daily contacts to decision makers, build and sustain current client relationships. Ensure that client projects are completed correctly. Interact with client management and leadership as needed to answer queries and offer information about their current RSource programs and accounts.
• Audit information and rebill requests.
• Prepare case studies for client's monthly calls.
• Review accounts they have been closed in client system and assign back to RSource.
• Pull weekly calls from outlook, format and send to upper management.
• Review over 300 accounts in client system to ascertain why they are not assigned to RSource. Assign/Reassign accounts that qualify.
• Review client IDs.
• Paycom approvals/timesheets

Assisted Client Service Director with numerous reports and day-to-day client communication. Including, but not limited to, aged and closed reports, information and rebills, account issues and system access.

• Used Artiva (or FACS) workflow management system to identify tasks for each client and updated once task was completed.
• Logged into multiple client systems in compliance with HIPAA, to retrieve requested documents and to identify completed rebills, updated Artiva/FACS with findings. Saved documents from client system to appropriate patient folder in Box.
• Conducted monthly review of multiple client systems for payment transactions and/or adjustments that have posted on accounts and reported back any discrepancies identified.