Sam Marsh

• Process and manage invoicing and billing through Stripe, ensuring timely and accurate billing for customers.
• Post customer payments in QuickBooks, maintaining accurate records and reconciling financial transactions.
• Reconcile bank payments, matching bank deposits with outstanding invoices to ensure consistency and accuracy.
• Generate and maintain weekly accounts receivable (AR) reports, tracking outstanding balances, and ensuring proper documentation of all open invoices.
• Actively follow up on overdue AR by contacting clients to resolve discrepancies, negotiate payment terms, and secure timely payment.
• Provide outstanding customer support via HelpScout and HubSpot, responding to inquiries related to billing, payment status, and account issues.
• Collaborate with internal teams to address customer concerns, ensuring smooth communication between departments and customers.
• Assist in improving billing processes and procedures to enhance efficiency and accuracy in day-to-day operations.

Success examples:

• Worked as the sole Billing Specialist for the Startup.
• Stood up processes that were not formerly in place.
• Collected over $600,000 in outstanding AR in year 1.

• Coordinates and directs the overall functions of the billing and coding department to ensure maximum amount of cash flow
• Identifies training needs and assists in conducting training for new staff as well as ongoing/updated training for current staff
• Collaborates with other departments to ensure consistent cash flow and effective billing for clients
• Reviews all documentation for timeliness of filing with agency
• Works client reports for reconciliation as well as creates detailed billing activity reports
• Handles follow ups on insurance claims, and submits appeals as needed
• Evaluates quality of operation through weekly review of standard reports
• Oversees the operations of the billing department as well as all things related to billing.

Success Example:

• Built the billing team from the ground up, consisting of 2 remote billers and 1 onsite.

• Reviewed claims prior to submission to ensure the max amount of revenue was collected upon receipt for all 4 locations.
• Resolved discrepancies in accounting of hours submitted by locations within the EHR system
• Coordinated with all insurance payers to resolve denials, medical record requests and submit appeals when needed
• Created and submitted invoices for over 75 clients on a monthly basis

Success Examples:

• Took over the entire billing department after the departure of the Director of Operations, 8 months into my time there
• Created spreadsheets to show the CEO trends in the billing and how we can improve going forward to bring in the most revenue

• Took inbound calls from customers on various projects and gained experience with Intuit as well as the Small Business Administration
• Worked daily on the phone handling up to 50 inbound calls per day depending on volume

• Enhanced client relations by promptly addressing inquiries and concerns regarding invoices and account statuses.
• Produced and mailed monthly statements to customers and assisted with related requests for information and clarification.

• Analyzed claims prior to submission to ensure maximum revenue receipt, also reviewed aged claims to retrieve any lost or unclaimed revenue
• Made daily contact to Medicare/Medicaid, Blue Cross Blue Shield, Cigna, Tricare and other insurance companies regarding payment of physicians
• Maintained strict confidentiality with all personal data as per company guidelines
• Interacted with clients and employees, which helped cultivate positive working relationships
• Viewed reports regularly to make sure A/R processing was conducted efficiently
• Generally, supports a single GRS platform and specialty

Success Examples:

• Greenway promotion from Associate Claims Analyst to Claims Analyst in less than a year
• Turned a failing Tier 1 Medical facility’s billing around in less than 6 months.
• Found additional revenue by locating issues within their billing structure