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Patient finance representative skills for your resume and career

Updated January 8, 2025
4 min read
Below we've compiled a list of the most critical patient finance representative skills. We ranked the top skills for patient finance representatives based on the percentage of resumes they appeared on. For example, 23.6% of patient finance representative resumes contained patients as a skill. Continue reading to find out what skills a patient finance representative needs to be successful in the workplace.

15 patient finance representative skills for your resume and career

1. Patients

Here's how patient finance representatives use patients:
  • Create benefit accounts and register patients for their upcoming diagnostic appointments through the Net Access Program after releasing financial responsibility.
  • Gathered data from physicians, created/presented estimates for elective and medical surgical procedures to patients; performed patient financial counseling.

2. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how patient finance representatives use customer service:
  • Provide outstanding customer service in assisting customers regarding requests for information and assistance resolving questions or complaints concerning medical billing.
  • Increased customer service satisfaction by providing solutions to financial constraints and qualifying customers for government assistance programs.

3. Medical Terminology

Here's how patient finance representatives use medical terminology:
  • Leveraged solid expertise in E-filing, CPT coding, ICD-10, Electronic Medical Filing and Medical Terminology.
  • Maintain knowledge of medical terminology, CPT and ICD-9 codes.

4. HIPAA

Here's how patient finance representatives use hipaa:
  • Recorded/updated accurate demographic data and provided advanced beneficiary notice & SBH HIPAA policy.
  • Maintained patient confidentiality via HIPAA rules and regulations.

5. 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 patient finance representatives use patient accounts:
  • Documented activities on patient accounts and processed Recovery Audit Contractor requests for all BayCare facilities.
  • Reviewed correspondence inquiries, requesting information on patient accounts and services received.

6. 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 patient finance representatives use data entry:
  • Maintain accuracy for data entry over 99.5% on registration systems and records.
  • Perform clerical duties, order, and data entry utilizing multiple computer systems.

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7. Insurance Benefits

Here's how patient finance representatives use insurance benefits:
  • Verified insurance benefits and obtained authorization for hospital visits, collected co-payments, and prepared patient charts for billing.
  • Verified insurance benefits and medical coverage for the emergency room.

8. Patient Satisfaction

Here's how patient finance representatives use patient satisfaction:
  • Demonstrate teamwork to optimize the BHSF revenue cycle, process improvement initiatives, and patient satisfaction.
  • Assisted in the coordination of patient services to ensure timely procedures and patient satisfaction.

9. Medicaid

Here's how patient finance representatives use medicaid:
  • Benefit Analysts for patient applications process for Medicaid and Medicare applicants.
  • Initiated Medicaid Liaison referral for self-pay patients.

10. Phone Calls

Phone calls are a wireless or wired connection made over a telephone or a mobile phone between two people. Two parties are involved in a phone call, the caller and the receiver. A caller dials the number of the one he wants to call, and the recipient hears a bell or a tune to which he picks up the call. The call establishes a connection between them through which they can communicate. The voice is converted into signals and is transmitted through wired or wireless technology.

Here's how patient finance representatives use phone calls:
  • Directed and Managed phone calls from patients, employees, insurance companies and staff-related to AR.
  • Operate telephone switchboard, screen and forward phone calls, provide information, and take messages.

11. 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 patient finance representatives use cpt:
  • Reviewed account aging reports, made corrections utilizing CPT and ICD-9 standards.
  • Passed and received my certification for ICD9 and CPT coding.

12. Health Insurance

Here's how patient finance representatives use health insurance:
  • Verify patient's Health insurance coverage/eligibility.
  • Verified patient's health insurance through provider websites and calls to insurance companies.

13. Medical Billing

Here's how patient finance representatives use medical billing:
  • Worked at the medical billing team for a clinic with more than 50 doctors of various specialties.
  • Utilized an array of software including Word, Excel, Adobe and Medical Billing databases.

14. Insurance Verification

Here's how patient finance representatives use insurance verification:
  • Secured insurance payments for inpatient population by obtaining patient consent, insurance verification and coverage information.
  • Completed inpatient and outpatient scheduling, registration, insurance verification and financial clearance of patients.

15. Patient Registration

Patient registration means a complex system that needs an acceptable and considerable level of preliminary data input for a patient, including collecting patients' demographic data, getting patients' contact and personal information, and getting the patient's health history.

Here's how patient finance representatives use patient registration:
  • Established a collaborative network and improved patient processing procedures; increasing the efficiency of the patient registration process.
  • Verify insurances to determine payments as well as accurately update patient registrations and level of acuity charges.
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List of patient finance representative skills to add to your resume

The most important skills for a patient finance representative resume and required skills for a patient finance representative to have include:

  • Patients
  • Customer Service
  • Medical Terminology
  • HIPAA
  • Patient Accounts
  • Data Entry
  • Insurance Benefits
  • Patient Satisfaction
  • Medicaid
  • Phone Calls
  • CPT
  • Health Insurance
  • Medical Billing
  • Insurance Verification
  • Patient Registration
  • Excellent Organizational
  • Financial Assistance
  • Payment Arrangements
  • Medical Services
  • Surgery
  • Insurance Coverage
  • Insurance Eligibility
  • Patient Insurance
  • EOB
  • Insurance Claims
  • Insurance Carriers
  • Emergency Room
  • Inbound Calls
  • Patient Demographics
  • Billing Issues
  • Insurance Payments
  • Insurance Billing
  • Telephone Calls
  • Patient Billing
  • Invision
  • Outbound Calls
  • Payment Options
  • A/R
  • ICD-9
  • Hippa
  • Delinquent Accounts
  • IDX
  • Computer System
  • Patient Appointments
  • Patient Calls
  • Scheduling Appointments
  • Medical Claims
  • HMO

Updated January 8, 2025

Zippia Research Team
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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