Role: Financial Coordinator

The following tasks are frequently performed by a financial coordinator:

 Accounts

• Entering Patient Payments

• Entering Adjustments

• Setting Up a Budget Plan

• Processing Insurance-Related Patient Information

• Adding and Removing Charges

 Statements

• Generating Monthly Statements

• Using Automated Statements

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 Insurance Claims and Payments

• Using the Insurance Processing Queue

• Working with Batch Payments

• Using the eClaims Service

• Printing Claims Submission Reports

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 Daily Reports

• Transaction Detail Reports

• Service Office Summary Reports

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 Monthly Reports

• Statement Reconciliation Report

• Production Reports

• Service Office Detail Reports

• Aged Receivables Reports

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Related Topics

Workflows and Roles

Role: Front Desk Administrator

Role: Office Manager

Role: Treatment Coordinator