Payment Poster II

As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better. Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect, and accountability. Together, we will set the highest standards for how we treat each other to ensure our community is welcoming to all and is a place where all can thrive.

Job Location (Full Address):

905 Elmgrove Rd, Rochester, New York, United States of America, 14624

Opening:

Worker Subtype:

Regular

Time Type:

Full time

Scheduled Weekly Hours:

40

Department:

500011 Patient Financial Services

Work Shift:

UR - Day (United States of America)

Range:

UR URCA 204 H

Compensation Range:

$18.34 - $24.77

Responsibilities:

GENERAL PURPOSE
With latitude for initiative and judgment the Payment Poster II is responsible for the accurate and timely posting of patient and client payments to individual patient accounts, research of unidentified payments and balancing of holding/clearing and offset accounts. Requires the ability to prioritize work and manage time effectively to meet daily and monthly posting and deposit deadlines. The position calls for independent thinking, good communication, organization and math skills and the ability to pay attention to detail. The Payment Poster will represent the department and hospital in a professional manner, protecting confidentiality of patient information at all times.

ESSENTIAL FUNCTIONS

Supervision and Direction Exercised:

Responsible for monitoring own performance on assigned tasks against procedure standards.  May train and coordinate activities of peers as directed by Operations Supervisor and Manager.

Machines and Equipment Used:

Standard office equipment, including but not limited to desktop computer, Epic billing system, billing system, OnBase Document Scanning System, Microsoft Office Excel, RightFax, telephone, photocopy machine, 10 key adding machine

Typical Duties:

20%        Manual Patient Payment Posting – Lockbox and Credit Cards

• Responsible for the proper and timely cash application and balancing of patient payments received via live checks, credit cards, EFTs, or through the lockbox
• Balance and post payments to the correct account and liability bucket in Epic billing system
• Access secure websites to export and format lockbox and credit card payment reports in Excel
• Prepare Cashier tickets to deposit funds, update and balance Excel logs with payment/deposit information
• Sort, total and scan live checks to the lockbox for remote deposit
• Utilize clearing accounts for special scenario payments, identify and communicate actions needed to resolve
• Scan, sweep and index documents in OnBase
• Organize and maintain payment information in files to meet retention standards according to University and auditing policies

20%        Manual Client and Research Payment and Adjustment Posting

• Responsible for the proper and timely application and balancing of client and research payments/adjustments received via live checks, EFTs, or requisitions/journal entries
• Balance and post payments/adjustments to the correct account, liability bucket and professional charge in Epic billing systems
• Analyze remittance advice and Epic billing system to determine and calculate Hospital/Professional totals for split payments
• Communicate with University clients and departments to resolve problems and provide updates on posting status
• Prepare Cashier tickets to deposit funds, update and balance Excel logs with payment/deposit information
• Scan, sweep and index documents in OnBase
• Organize and maintain payment information in files to meet retention standards according to university and auditing policies

20%        Manual Collection Agency Payment Posting

• Responsible for the proper and timely cash application and balancing of patient payments received via live checks and EFTs through various collection agencies
• Balance and post payments to the correct account and liability bucket in Epic and billing system
• Analyze remittance advice to determine payments, commissions and interest amounts
• Prepare spreadsheets and Cashier tickets to deposit funds
• Scan, sweep and index documents in OnBase
• Organize and maintain payment information in files to meet retention standards according to university and auditing policies

15%        Balance and Post Electronic 835 Self-PayLockbox Files

• Responsible for the proper and timely cash application of electronic 835 lockbox payments
• Validate EFTs have been received before posting
• Balance payments received to file totals and report any missing EFTs or out of balance situations
• Update Excel logs with 835 file information
• Inform Analysts when remittance files are balanced and ready to process and when problems with the file occur
• Access secure banking websites via the internet to obtain pertinent information for processing remittance
• Organize and maintain payment information in files to meet retention standards according to university and auditing policies

15%        Research and Communication

• Act as a liaison between Patient Financial Services, University departments and Self-Pay teams concerning duplicate, insufficient, missing or erroneous payments
• Problem solves unidentified payments received that do not have adequate documentation for posting
• Research in Epic, billing system for patient HARs, visits, invoices and open balances
• Contact hospital departments and payers to inquire where payment should be applied
• Communicate with Patient Financial Services staff regarding duplicate or erroneous payments, rejections, adjustments or indexing issues

 5%         Balance Holding/Clearing Accounts and Transfer Payments

• Responsible for reconciling and balancing individual holding/clearing and offset accounts
• Maintain appropriate back-up for auditing purposes
• Appropriately transfer insurance and patient monies between proper accounts and insurance levels
• Transfer payments to/from appropriate University/Hospital ledger accounts

               

  5%        Other Duties as Assigned

• Continuously cross-train to enable assistance and fill in as appropriate
• Scan and index correspondence and remittance documents into OnBase for Epic batches
• Access the intranet to get information from the PFS SharePoint and other University sites

Expectations

• Participate in department/team staff meetings, educational classes and training
• Stay current on HIPAA guidelines through education and reading monthly emails.
• Participate in educational training such as ICare and Annual Mandatory In Service
• Join PFS committees such as planning PFS events or addressing employee issues
• Write up procedures to document work processes self-pay refunds, insurance refunds, and accounting office adjustments.

Other duties as assigned.

MINIMUM EDUCATION & EXPERIENCE

• Associate’s degree in accounting and 2 years related cashiering or banking experience.
• or an equivalent combination of education and experience.

The University of Rochester is committed to fostering, cultivating, and preserving an inclusive and welcoming culture to advance the University’s Mission to Learn, Discover, Heal, Create – and Make the World Ever Better. In support of our values and those of our society, the University is committed to not discriminating on the basis of age, color, disability, ethnicity, gender identity or expression, genetic information, marital status, military/veteran status, national origin, race, religion, creed, sex, sexual orientation, citizenship status, or any other characteristic protected by federal, state, or local law (Protected Characteristics). This commitment extends to non-discrimination in the administration of our policies, admissions, employment, access, and recruitment of candidates, for all persons consistent with our values and based on applicable law.