Rebecca Forrest
Andover,MN
Summary
Dedicated Financial Clearance Representative with proven customer support skills, data entry proficiency, and a goal-oriented mindset. Committed to enhancing service delivery and fostering positive customer relations. Ability to multitask and collaborate with cross functional teams.
Overview
25
25
years of professional experience
Work History
Financial Clearance Representative
Optum
Remote
05.2024 - Current
- Support Allina Health through Epic, Availity, and Healthia software using superior costumer service, active collaboration with insurance providers and patients. Entry of protected data with attention to detail.
- Managed customer inquiries through various communication channels, ensuring timely and accurate responses.
- Collaborated with cross-functional teams to streamline processes and improve service delivery.
- Maintained up-to-date knowledge of healthcare policies and procedures, supporting compliance efforts.
- Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
- Responded to customer questions via telephone and written correspondence regarding insurance benefits, provider contracts, eligibility, and claims.
Financial Clearance Representative
Allina Health
Remote
08.2019 - 05.2024
- Coordinate financial clearance processes, including insurance verification, eligibility, and benefits review for patients prior to services.
- Utilize healthcare systems such as Epic, Availity, and Healthia to manage patient accounts, documentation, and claims workflows.
- Communicate with insurance companies to process claims, resolve billing, and ensure timely reimbursements.
- Provide high quality costumer service by assisting patients with benefit questions, coverage details, and financial responsibilities.
- Maintained strict compliance with patient privacy regulations, HIPPA, and safeguarded sensitive health and financial information.
Referral Specialist - Lead
Allina Health Clinic - Ramsey
Ramsey, MN
07.2001 - 05.2019
- Coordinated Specialty referrals and scheduled procedures, including surgeries and diagnostic services, ensuring timely patient access to care.
- Verified insurance coverage, obtained prior authorizations, and ensured compliance with payor requirements.
- Served as a team lead, providing guidance and support to patient service staff, front desk staff, scheduling staff while maintaining workflow efficiency. operations
- Cross trained across clinic operations
- Collaborated with providers, specialists, and external offices to ensure seamless referral and scheduling processes
- Maintained accurate patient records while ensuring confidentiality and compliance with HIPPA regulations
Education
High School Diploma -
Anoka High School
AnokaSkills
- Customer support
- Goal-oriented mindset
- Customer relations
- Data entry proficiency
- Multitasking
- Team player
- Excellent communication skills
Timeline
Financial Clearance Representative
Optum
05.2024 - Current
Financial Clearance Representative
Allina Health
08.2019 - 05.2024
Referral Specialist - Lead
Allina Health Clinic - Ramsey
07.2001 - 05.2019
High School Diploma -
Anoka High School