Patient Account Representative - Business Office

Prevea Health

Posted 3 months ago

Full Time

Howard, Wisconsin

In Person

Smart Summary

Responsibilities

The Patient Account Representative counsels patients on financial options and establishes payment arrangements for outstanding balances. They also maintain accurate documentation of patient communications and account activity within the clinic's accounting system.

Qualifications

We are looking for a Patient Account Representative to work in our Business Office. The ideal candidate will have a High School Diploma or GED and 1-3 years of collection, healthcare, or insurance experience, although this is preferred. Strong communication, interpersonal, and computer skills are essential for this role.

Job Description

This position is full-time and will work 40-hours per week in our Business Office.  It is full-time benefit eligible.


Patient Account Representative





Come work where we specialize in you! We have nearly 2,000 reasons for you to consider a career with Prevea Health—they're our employees. We're an organization that values kindness, responsibility, inclusivity, wellness and inspiration. At Prevea, we provide continuous education, training and support so every member of the team contributes to our success. Together we are the best place to get care and the best place to give care.

Job Summary
At Prevea Health, the Patient Account Representative works directly with patients who have outstanding balances for services. This role is responsible for counseling patients on financial options, establishing payment arrangements in accordance with clinic credit and collection policies, and maintaining positive, respectful relationships while supporting the clinic's revenue cycle. The position requires strong communication skills, empathy, and the ability to navigate sensitive financial conversations professionally.

What you will do

  • Counsel patients regarding outstanding balances and available financial arrangements, explaining clinic policies and payment options clearly and compassionately to support patient understanding and satisfaction.
  • Receives incoming phone calls from patients to set up, document, and manage payment plans in accordance with clinic credit and collection guidelines.
  • Work with patients who have outstanding self-pay balances to ensure timely resolution, appropriate follow-up, and accurate account status.
  • Communicate effectively with other Business Office departments regarding patient accounts, payment arrangements, and account status to ensure continuity and accuracy.
  • Maintain thorough and accurate documentation of patient communications, payment plans, and account activity within the patient accounting system.
  • Maintain the ability to work a flexible schedule as needed to meet departmental and patient service needs.
  • Perform other related duties as assigned to support Business Office operations.


Education Qualifications

  • High School Diploma and/or GED Required

Experience Qualifications

  • 1-3 years Collection experience Preferred
  • 1-3 years healthcare and insurance experience helpful Preferred

Skills and Abilities

  • Demonstrated ability to interact with patients in a courteous, respectful, and professional manner, consistently upholding the clinic’s professional image—even in challenging or emotionally charged situations.
  • Maintains a positive, calm, and solution-oriented attitude when working with patients experiencing financial stress or adverse circumstances.
  • Ability to work efficiently and accurately in a fast-paced environment while managing multiple priorities and meeting established deadlines.
  • Strong interpersonal skills with the ability to communicate tactfully and professionally with patients, physicians, insurance representatives, and coworkers.
  • Excellent verbal and written communication skills, with the ability to clearly explain financial information and policies to patients while maintaining a high standard of service and work quality.
  • Working knowledge of clinic credit policies, billing procedures, and basic healthcare financial processes, or the ability to learn and apply this information quickly.
  • Proficient computer skills, including experience with electronic health records, patient accounting systems, and standard office software (Microsoft Office or similar).
  • Bilingual communication skills (Spanish/English) preferred, with the ability to effectively assist Spanish-speaking patients.

Physical Demands

  • Sit - Constantly
  • Stand - Rarely
  • Walk - Rarely
  • Bend (Neck) - Occasionally
  • Gross Manipulation (Hands/Arms) - Rarely
  • Squat - Rarely
  • Twist/Turn (Neck) - Occasionally
  • Twist/Turn(Waist) - Rarely
  • Lift/Carry 0-10 lbs. - Frequently
  • Lift/Carry 11-25 lbs. - Rarely
  • Lift/Carry 26-35 lbs. - Rarely
  • Push/Pull up to 10 lbs. - Rarely
  • Push/Pull 11-25 lbs. - Rarely
  • Push/Pull 26-35 lbs. - Rarely
  • Reach (Above shoulder level) - Rarely
  • Reach (Below shoulder level) - Constantly
  • Simple Grasping (Hands/Arms) - Constantly
  • Fine Manipulation (Hands/Arms) - Constantly
  • Gross Manipulation (Hands/Arms) - Occasionally


Working Conditions

  • Noise - Occasionally


Travel Requirements

  • 5%


Hearing Requirements

  • Hears Whispers < 3 feet - Constantly
  • Hears Whispers 3-8 feet - Constantly


Vision Requirements

  • Color Discrimination - Constantly
  • Near Vision (Correctable to Jaeger 2 or 20/40 binocular) - Constantly
  • Distance Vision (Correctable to Snellen chart 20/40 binocular) - Constantly


Prevea is an Equal Employment Opportunity/Affirmative Action employer. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United State and to complete the required employment eligibility document form upon hire. Prevea participates in E-verify. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify

Prevea Health

When you’re a part of the Prevea family, it’s more than just a job. At Prevea, innovation, compassion and patient-centered care at the center of everything we do. Not only do we take great pride in caring for our patients and communities – we take pride in how we care for each other. Regardless of your role – checking a patient in, providing direct patient care or processing a patient’s bill, we all play an important role when caring for patients. We are a multispecialty physician group headquartered in Green Bay with health centers and employer-based clinics throughout Northeast Wisconsin. We work in partnership with Hospital Sisters Health System (HSHS) providing patients with their choice of four hospitals: HSHS St. Vincent and St. Mary's Hospitals in Green Bay; HSHS St. Nicholas Hospital in Sheboygan; and HSHS St. Clare Memorial Hospital in Oconto Falls. Prevea Health Media Accessibility Commitment: Prevea Health is committed to making our digital communications accessible to all individuals, including those with disabilities. This commitment extends to content shared on our social media platforms. While social media platforms are operated by third parties, Prevea strives to ensure that the content we post is accessible by incorporating features such as alternative text for images, captions for videos, and accessible linked materials whenever possible. If you experience difficulty accessing information shared through our social media channels, please contact us at https://www.prevea.com/contact-us and we will work with you to provide the information in an accessible format.
Runway Icon
Boost Your Interview Chances

With Runway

See Your Fit for This Role

1-5 min

Your Score

?

Top Applicants

90%

Your Job Search Advantage

Key Gaps & Next Steps:

Address these in your resume & Interview

Top Strengths For This Role

Highlight these in your cover letter & interview

Your Interview Guide

A Personalized Interview Strategy

Freshest Opportunities

Never Miss a Good Fit

Get notified when jobs mach your criteria