Role Description
The Patient AR Coordinator manages all aspects of patient accounts receivable to ensure timely and accurate collection of balances. This hands-on role supports key RCM projects, maintains process documentation, partners cross functionally to improve workflows, and oversees activation and management of Athena patient payment tools.
Duties and Responsibilities
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Patient AR Management:
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Manage patient AR from follow-up to resolution; conduct patient outreach, set up payment plans, and resolve account issues.
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Document interactions and escalate unresolved barriers.
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Monitor and report AR aging trends in total and by branch.
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Athena Patient Payment Tools - Setup, Management & Optimization:
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Set up, document, activate, and manage Athena workflows to completion.
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Athena Payment Plans - configure and transition to automated payments.
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Athena Statement Pay - activate and ensure full functionality.
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Athena Guest Pay - enable platform-wide usage.
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Athena Card on File - activate, document workflows, and train relevant staff.
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Collection Agency Conversion:
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Ensure branch and CBO staff confirm demographics at each encounter and release statement holds; provide training and process guidance.
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Project Management:
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Lead AR related projects from planning to completion.
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Build project timelines, coordinate with IT, Operations, and RCM, and monitor risks and deliverables.
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Cross Functional Collaboration:
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Work closely with branch teams, CBO, IT, Operations, and RCM leadership on AR cleanup and workflow improvements.
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Support automation, AI initiatives, and call campaign integrations as needed.
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Process Documentation & Workflow Development:
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Create, standardize, and maintain RCM process documentation for all assigned workflows.
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Map current gaps, design improved processes, and ensure cross functional adoption.
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Track progress and report regularly to supervisor.
Qualifications
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Bachelor's degree in healthcare administration or a related field.
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Experience in a medical group or multisite RCM environment.
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Proficiency with insurance portals for eligibility, EOB review, and patient responsibility validation.
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Required proficiency with Athena Collector, including payment posting, patient refunds processing, patient AR workflows, statements, reporting, and portal features.
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Bilingual in English and Spanish is preferred, with the ability to communicate clearly and professionally with patients.
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Strong understanding of patient billing, statements, and consumer side RCM processes.
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Excellent verbal communication skills for patient financial discussions.
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Clear, professional communication across all organizational levels (CFO, IT, Operations, Branch staff, vendors).
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Strong project management abilities for planning, documenting, and executing cross functional initiatives.
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Ability to draft, refine, and maintain process documentation and standard workflows.
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Effective organizational skills with the ability to manage multiple priorities.
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Self-starter with consistent follow-through.
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Highly detail oriented and process driven.
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Comfortable in a fast-paced RCM environment with competing deadlines.
Physical Requirements
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This position primarily performs administrative, analytical, reporting, and computer-based work in an office or remote-office environment.
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The role requires the ability to remain seated for extended periods, use a computer and phone, review detailed account information, communicate clearly, and complete routine office tasks.
Work Environment
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Work is performed in a professional office, clinic, administrative, or approved remote-office setting.
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The position requires frequent computer use, regular communication through email, Teams, phone, billing systems, and reporting tools.
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Collaboration with billing, ancillary, branch, and operational stakeholders is expected.
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The employee is expected to maintain professionalism, confidentiality, accuracy, and independent follow-through while supporting team workflows and leadership reporting needs.
Physical Demands
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Prolonged periods of sitting at a desk and working on a computer.
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Frequent use of hands and fingers for typing, operating office equipment, and using technology systems.
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Ability to communicate effectively, including speaking, hearing, and exchanging information in person, virtually, and via phone.
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Occasional standing, walking, bending, or reaching within office or clinical environments.
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Ability to lift and carry light items, typically up to 15-25 pounds, such as laptops, documents, reports, or office materials.