Patient Account Representative - Business Office - Green Bay, WI
Prevea Health, Green Bay, WI, United States
Patient Account Representative – Business Office
This position is full-time and will work 40 hours per week in our Business Office. It is full-time benefit eligible.
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.
Receive 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. - RarelyPush/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
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
Location Tulip Lane-023, Green Bay, WI
Equal Employment Opportunity Statement 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 States 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
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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.
Receive 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. - RarelyPush/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
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
Location Tulip Lane-023, Green Bay, WI
Equal Employment Opportunity Statement 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 States 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
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