Patient Finance Specialist

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September 18

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Charlie Health

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Healthcare Insurance • Wellness

Charlie Health is a provider of personalized intensive therapy and virtual Intensive Outpatient Programs (IOP) targeting mental health challenges. They cater to both teens and adults, offering a comprehensive treatment approach that includes therapies such as Cognitive Behavioral Therapy (CBT), Dialectical Behavior Therapy (DBT), and art and music therapy, among others. The company aims to provide immediate access and flexible scheduling to accommodate patients' needs, focusing on various conditions like anxiety, depression, self-harm, and substance use disorders. Charlie Health emphasizes measurable outcomes and connection with peers to foster long-term healing, with services available in as little as 24 hours.

501 - 1000 employees

⚕️ Healthcare Insurance

🧘 Wellness

💰 Seed Round on 2020-06

📋 Description

• Welcome clients and families into our program post-admission, build rapport, and provide care coordination and customer service to ensure all client needs are met throughout their time in treatment • Place outbound calls, emails and texts to admitted clients to ensure they fully enrolled in their treatment plan • Reach out to clients to ensure they understand their insurance benefits and have successfully completed their program financial enrollments • Act as a liaison between patients and internal Charlie Health teams such as Admissions, Billing, Utilization Review, Outreach and Clinical • Support client-related requests from the Clinical Care team to improve the patient’s experience • Identifying gaps in treatment attendance and reaching out to clients to resolve issues with treatment that may be leading to non-attendance proactively • Communicate aftercare resources (i.e. outpatient therapy providers) to families and work with families to schedule appointments post-Charlie Health • Managing client schedule, scheduling and rescheduling appointments • Complete all documentation in a timely and accurate manner • Adapt to organizational change and departmental restructuring to fit the needs of our clients, families, and referral sources • Meet determined KPIs including: Appointments scheduled, financial agreements completed, daily call volume, issue resolution rate, time to resolution, aftercare appointment scheduling rate, customer satisfaction scores etc.

🎯 Requirements

• Upholds Charlie Health's Mission, Vision, and Values and takes great pride in providing clients with exceptional service in order to support their mental health journeys • High school diploma or equivalent • Excellent written and verbal communication skills • Minimum 2 years experience working in a customer/patient success or support role • 1-2 years of Salesforce experience (or equivalent CRM platform) required • 1-2 years of experience using contact center technology • 1-2 years of experience customer financial discussions (Health insurance experience and knowledge of medical billing practices a strong plus) • Strong ability to multitask and work in a fast-paced environment • Demonstrates a high level of emotional intelligence • Knowledge of HIPAA policies and procedures • Work authorized in the United States and native or bilingual English proficiency • Proficiency with cloud-based communication and software (Slack, G-suite, Microsoft Office, Zoom & EMR)

🏖️ Benefits

• Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here: https://www.charliehealth.com/careers/behavioral-health-operations#benefits