Accountants Receivable & Credentialing Clerk

 

Position Description

The Accounts Receivable & Credentialing Clerk is responsible for providing financial, credentialing, administrative and clerical services in order to ensure effective, efficient and accurate financial and administrative operations. The Accounts Receivable Clerk correctly bills clients and agencies for services provided. They work with other departments to verify and record transactions and resolve account discrepancies. They also collect the correct amounts from their customers on time by providing the necessary support throughout those processes.. The Accounts Receivable & Credentialing Clerk must comply with established policies and procedures.

 

The A/R and Credentialing Clerk is responsible for all aspects of the privileging and credentialing process for all licensed clinician/providers of the center (i.e. clinicians, client contracted vendors, front-line staff, etc.). In addition, this position is responsible for overseeing that all newly hired staff, interns, and volunteers meet initial and annual tuberculosis screening and physical requirements.

 

Specific Duties/Responsibilities

Accounts Receivable (Including but not limited to):

1. Maintains a detailed record of each client's financial account in the residential and COC programs.

2. Manage the different systems used for billings. MAX system for CAMHD, WITS for ADAD, UB04 for private paid clients etc.

3. AR Clerk will maintain a professional working relationship with all funding partners and their point of contact.

4. Completes and submits monthly billings for specific funding sources and insurance companies before the due date.

5. Ensures that all client’s billing requirements are met. For all outstanding issues, the AR clerk will notify and follow up with the responsible party for completing those tasks. If issues are not being addressed, the AR clerk will bring issues up to the Accountant and the ED if necessary.

6. Ensures the development and maintenance of, and compliance with, all applicable policies and procedures.

7. Processes initial intake monies for client accounts.

8. Upon a client’s exit processes final account balances.

9. Payroll: Assists in the processing of payroll with the Accounts Payable Clerk (APC), and in the absence of the APC, this position will complete the processing.

10. Ensures compliance with all applicable Federal, State, and Local requirements/standards.

11. Assists with monitoring, accrediting, licensing, and auditing site visits.

 

Credentialing (Including but not limited to):

1. Highly focused on the review of credentialing files and reporting to work with candidates and cross-functional teams to obtain missing, incomplete, and expiring items

2. Maintain filing information for all candidates going through the credentialing/onboarding process

3. Manages all NPI numbers for qualified staff and contracted vendors

4. Upgrades credentialing status as needed for CAMHD billing purposes

5. Driving initiative to expedite the onboarding process and minimize the time in process

6. Regularly communicates with internal and external candidates via email and/or phone

7. Oversees regulatory compliance expectations for state and federal programs

8. Formulates criteria and workflows for candidates to follow to meet state and federal requirements to gain system access

9. Identifies and recommends improvements to workflows and processes to improve accuracy and efficiency

10. Specialized knowledge of Microsoft Excel required to perform daily inputs, building functions, sorting, and filtering large amounts of data and ability to generate data drive reports weekly and on demand

11. Maintain confidential records and data, including but not limited to sensitive security information, personnel contact information, background check submittal information and employer information

12. Uses Microsoft Outlook daily to perform administrative duties

13. Participates in collaborative meetings and may serve as point of contact for specific programs or platforms

14. Supports recurring internal and external audit of records

15. Applies concept of continuous improvement to develop new skills during changing initiatives

16. Adhere to all company and department employment policies regarding security and confidentiality

17. Oversees, manages and tracks all tuberculosis and health clearance requirements for newly hired employees and all active employees annually

 

Other Job Requirements

1. Rule Adherence: thoroughly knows and follows BBC policies and procedures without formal corrective action. Meets timelines for required physicals, TB clearance and required trainings and supervision. Meets all credentialing requirements.

2. Demonstrate self-evaluation skills and ability to seek supervision or guidance as needed. Takes responsibility for remedying or reducing limitations that are impacting job performance.

3. Consistently demonstrates commitment to the mission of BBC.

4. Dependability: follows instructions well, on-time for work, no unplanned absences except in the event of an emergency.

5. Cooperates with co-workers and supervisors. Good team player, professional and will always do full share of work.

6. Willingly performs other duties as assigned. Ability to work a flexible schedule as needed by the E.D.

7. Knowledge of Job: has comprehensive understanding of job, grasps details. Able to practice all job tasks with moderate supervision. Must have a high level of professionalism, organizational skills, and accounting/clerical skills. Keep updated on payroll laws and the Fair Labor Standard Act.

8. Client Care: practices clear professional boundaries and confidentiality at all times.

9. Problem Solving: does not complain or blame others, solution oriented, open to constructive criticism and self-improvement.

 

Required Qualifications & Skills

• Working knowledge of Microsoft applications (Word, Excel, etc.)

• Knowledge of basic accounting cycles for accounts receivable and

• Detail oriented and ability to multitask

• Ability to work under pressure to meet strict deadlines

• Functional knowledge of database and spreadsheet tools, such as Quickbooks and Excel

• Ability to work either independently or collaboratively as needed

• Strong communication and organizational skills

• Distinctly self-motivated and cable of handling multiple tasks in a high-pressure environment

• Tracking budget expenses

• Attention to detail

• Thoroughness

• Organization

• Analyzing information

• Vendor relationships

• PC proficiency

• Data entry skills

• General math skills

 

Education, Experience, and Licensing Requirements:

• High school diploma, GED, or equivalent required

• Bachelor’s degree in accounting, finance, business or related field preferred

• Previous accounts receivable/credentialing experience preferred (especially in nonprofit accounting)

 

Physical Demands: (The nature of physical effort leading to physical fatigue)

This position requires the employee to spend long hours sitting and using office equipment and computers, which can cause muscle strain. The employee will also have to do some lifting of supplies and materials from time to time. This employee must spend long hours in intense concentration.

​

​