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Follow up clerk skills for your resume and career

Updated January 8, 2025

2 min read

Below we've compiled a list of the most critical follow up clerk skills. We ranked the top skills for follow up clerks based on the percentage of resumes they appeared on. For example, 37.6% of follow up clerk resumes contained patients as a skill. Continue reading to find out what skills a follow up clerk needs to be successful in the workplace.

15 follow up clerk skills for your resume and career

1. Patients

Here's how follow up clerks use patients:

Facilitated the distribution of monthly billing statements to patients.
Work privately with patients for the financial assistance program* Maintain all patient files and correspondence upon filing for assistance

2. Medicaid

Here's how follow up clerks use medicaid:

Assist patients/public with completing Medicaid Applications.
Worked rejections on checks from Medicare, Medicaid and Commercial Insurance carriers.

3. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how follow up clerks use data entry:

Coded procedures for charge entry, data entry, and follow up status on pending claims through appeal process.
Charge entry and data entry.

4. Patient Accounts

Patient accounts are a part of a hospital information system that is used for storing financial data, keeping a record of healthcare costs, and providing information regarding patient billing. It deals with the financial aspects of the healthcare setting.

Here's how follow up clerks use patient accounts:

Utilize EPIC system to review, research and authorize patient accounts that have been approved for certification.
Keep patient accounts current and processed according to hospital and department procedures.

5. Insurance Carriers

Here's how follow up clerks use insurance carriers:

Followed up with insurance carriers after claims had been filed.
Contacted insurance carriers by phone and by letter to check the Status of outstanding claims.

6. EOB

EOB stands for explanation of benefits. This is a common outline provided as part of many health insurance plans to explain what services were completed, the co-pay required for each appointment, and how much of your payment is covered by health insurance. EOB is an indication that your insurance claim has already been processed.

Here's how follow up clerks use eob:

Completed secondary to Medicare billing along with Medicare EOB.
Billed primary and secondary insurance with EOB.

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7. Insurance Claims

Here's how follow up clerks use insurance claims:

Billed secondary insurance claims and corrected claims.
Filed all insurance claims in a timely manner to make sure claims were not denied.

8. CPT

CPT is a medical term that stands for Current Procedural Terminology. Whenever a procedure like surgery or diagnosis occurs or some other medical service is rendered to a patient, it is reported to the concerned physician, insurance company, or organization. The aforementioned practice is widely referred to as CPT.

Here's how follow up clerks use cpt:

Perform clerical duties, follow-up on insurance payments, researched and resolved incorrect CPT and ICD-9 coding with Physicians.
Reviewed insurance explanation of benefits and verified medical ICD-9 and CPT coding for accuracy to ensure proper allocation of benefits.

9. Healthcare

Healthcare is the maintenance or improvement of a person's health by the diagnosis and treatment of a person's injury, illness, or any other disease. Healthcare is a basic necessity of human life and is the responsibility of the country's government to ensure that each person gets healthcare. Providing healthcare is the job of certified health professionals that includes doctors, surgeons, nurses, and other physicians. Pharmaceutical companies, hospitals, dentistry, therapy, and health training all come under healthcare. Healthcare plays a vital role in the country's economy and its development.

Here's how follow up clerks use healthcare:

Accepted and processed healthcare claims and confidential medical records; verified patient eligibility and managed the Medicare and Medicaid billing process.
Review medical documentation and consult with healthcare providers when documentation is inadequate for coding purposes.

10. Insurance Payments

Here's how follow up clerks use insurance payments:

Posted insurance payments when necessary.
Reconcile credit & debit balances by moving insurance payments in Meditech.

11. Insurance Coverage

Here's how follow up clerks use insurance coverage:

Assisted the medical billing agents with locating insurance coverage for patients by examination of health charts and documentation of insurance coverage.
Researched insurance websites for additional insurance coverage, missing patient information and to clear up conflicting information to complete billing process.

12. Telephone Calls

Telephone calls are a communication means through which a caller is connected to the called party. The call is done through a telecommunications device called a telephone. The caller can use a landline, mobile phone, or satellite phone to make the call.

Here's how follow up clerks use telephone calls:

Worked rejections and placed telephone calls to insurance companies.
Performed Pre-Registration duties including making confirmation telephone calls, and verifying patient insurance and demographic information.

13. Insurance Benefits

Here's how follow up clerks use insurance benefits:

Verified insurance benefits and eligibility of patients' insurance before appointments to insure collection of co-payments at time of service.
Verified insurance benefits, posted coverage guidelines into the Practice Management System as well as explained specific coverage to insured.

14. Front Desk

Here's how follow up clerks use front desk:

Filled in at front desk when needed answering phone, answering billing questions, directing calls, and taking payments.
Coordinate efforts with front desk to ensure staff is obtaining appropriate patient information necessary in filing claims and receiving timely reimbursement.

15. Computer System

Here's how follow up clerks use computer system:

Analyze and follow-up on accounts, manage detailed collection notes review financial information and enter data into computer system accurately.
Performed billing and collection related functions requiring analysis, evaluation and in-depth understanding of MiChart and other computer systems.

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What skills help Follow Up Clerks find jobs?

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List of follow up clerk skills to add to your resume

The most important skills for a follow up clerk resume and required skills for a follow up clerk to have include:

Patients
Medicaid
Data Entry
Patient Accounts
Insurance Carriers
EOB

Insurance Claims
CPT
Healthcare
Insurance Payments
Insurance Coverage
Telephone Calls

Insurance Benefits
Front Desk
Computer System
Meditech
Insurance Verification

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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