Detail- oriented credit services manager with experience in managing patient and governmental credit balances, driving automation and ensuring regulatory compliance.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Credit Services Manager
Ensemble Health Partners
08.2022 - Current
Ensure timely resolution of credit inventory in accordance with guidelines and escalate as needed.
Identify liquidation opportunities in the daily reports.
Collaborate with various departments to streamline and enhance credit reduction processes.
Resolved escalated customer complaints professionally, turning potentially negative experiences into opportunities for continued patronage.
Mitigate risks related to patient and government credit balances, ensuring ongoing compliance with regulatory standards and internal policies.
Hired, trained and supervised team of service staff members to meet business goals.
Monitored staff performance and provided feedback for improvement.
Manager of Refunds
Shared Services Center Sarasota
11.2021 - 08.2022
Oversee the Refunds and Research team. Ensure compliance with the state is following when refunding insurance and/or patients.
Complete assigned report to clean up credits across all facilities.
Manage staffing needs, conduct hiring interviews, take disciplinary actions, and perform yearly evaluations.
Analyzing accounts and trends to solve aged credits for government and non-government payers as patient credit.
Direct weekly meetings with the team and one on one meetings to review weekly productivity.
Supervisor of Refunds
Shared Services Center Sarasota
06.2019 - 11.2021
Supervise the Insurance & Patient refunds team, review and approve daily refund packets/spreadsheet.
Train new employees and create process documents.
Assist the Cash Department in correcting out-of-balance GLs due to manual transfers.
Provide assistance to the team in solving refunds and clearing credit accounts.
Direct weekly meetings with the refunds team, and assist the post-pay team with questions and month-end reports.
Approve refunds through Obsidian and keep track of daily productivity.
Team Lead
Shared Services Center Sarasota
02.2018 - 06.2019
Oversee the DTP/Logs team.
Create previous day reports for the team to work daily.
Train new and current team members.
Hold biweekly meetings with each of the sub-teams under the post-transaction team.
Work daily reports alongside the team on credit and debit accounts.
Refund Specialist
Shared Services Center Sarasota
11.2014 - 02.2018
Solve debit and credit balance accounts due to contractual posting errors, retractions, overpayment due by Health insurance and/or patient payments.
Identify patient employee accounts and apply correct contractual adjustments.
Validate debit balance account to expedite bill to patient or insurance carrier.
Review and validate possible refunds due Insurance carrier, prepare insurance refund packages with supporting documents.
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