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Self pay representative skills for your resume and career

Updated January 8, 2025
5 min read
Below we've compiled a list of the most critical self pay representative skills. We ranked the top skills for self pay representatives based on the percentage of resumes they appeared on. For example, 28.8% of self pay representative resumes contained patients as a skill. Continue reading to find out what skills a self pay representative needs to be successful in the workplace.

15 self pay representative skills for your resume and career

1. Patients

Here's how self pay representatives use patients:
  • Identified patients who required financial counseling or assistance with outstanding medical accounts, provided information regarding resources and application for assistance.
  • Contacted patients to coordinate payment arrangements or update their demographics from returned mail.

2. Payment Arrangements

Here's how self pay representatives use payment arrangements:
  • Negotiate payment arrangements and discuss other payment and assistance options.
  • Obtained payment arrangement according to hospital and client guidelines.

3. Epic

Epic is a private healthcare company which developed and continues to provide a software intended for healthcare professionals and the organization and management of medical records. It is by far one of the largest in its field, with over 50% of patients having a medical record present in their system. Patients, as well as clinics and various medical professionals and facilities are all able to use this system to keep medical history and information safe and easy to reach, alter, and share with the necessary people.

Here's how self pay representatives use epic:
  • Experience with Epic, Allscripts, Affinity, HMS, and Legacy medical billing systems.
  • Use resources such as EPIC, Chartmax to access medical records to assist in getting claims processed.

4. Medical Terminology

Here's how self pay representatives use medical terminology:
  • Translated medical terminology and abbreviations into expanded forms to ensure the accuracy of patient and health care facility records.
  • Enter claims data into system while interpreting coding and understanding medical terminology in relation to the diagnosis and procedures.

5. Financial Assistance

Financial assistance refers to governmental assistance one may receive for a variety of reasons. This help is typically in the form of money, whether a loan, scholarship, grant, or reduced taxes provided to an individual or organization. One of the more common forms of financial assistance is student loans, which offer many prospective students a chance for higher education.

Here's how self pay representatives use financial assistance:
  • Meet with outside financial assistance company and deliver weekly payments to cashiers.
  • Establish payment plans or refer to financial assistance if applicable.

6. HIPAA

Here's how self pay representatives use hipaa:
  • Maintained and ensured confidentiality of all patient information at all times as required by the HIPAA regulations.
  • Prepared and distributed patient and insurance company invoices, ensuring compliance with all HIPAA laws and federal regulatory requirements.

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7. 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 self pay representatives use data entry:
  • Assisted Data entry in starting new customer
  • Provided administrative support to management which included drafting official company correspondence, typing, filing and performing data entry.

8. Account Balances

When viewing one's bank account, the Account Balance is the information which represents how much money and of what kind is found on said account. It is often simply referred to as ‘the balance'.

Here's how self pay representatives use account balances:
  • Resolved account balances to zero prior to accounts being forwarded to an outside agency for collections.
  • Research patient self-pay account balances through the billing cycle to determine propensity to pay.

9. Billing Issues

Billing issues are the mistakes made by the company resulting in a wrong bill for the customer. An example of a billing issue might be adding what is owed incorrectly or accidentally omitting a service the customer bought. The billing issues are the company's responsibility and are caused by the one who calculates the bill. The customer does not need to pay it, however, the dispute may take some time to resolve.

Here's how self pay representatives use billing issues:
  • Identify and resolves patient billing issues/disputes.
  • Reviewed claim rejections and communicate with payors to resolve billing issues.

10. Health Insurance

Here's how self pay representatives use health insurance:
  • Handled records ensure compliance with Health Insurance Portability and Accountability Act.
  • Gathered and filed health insurance, received EOBS, and completed follow-ups Documented complaints and handle according to policy.

11. 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 self pay representatives use telephone calls:
  • Performed collections activity based on collection queue/production goals by making outbound and receiving inbound telephone calls from clients.
  • Received incoming telephone calls and gave professional customer service help to customers about question on delinquent accounts.

12. Medicaid

Here's how self pay representatives use medicaid:
  • Billed accounts to various commercial insurances or Medicaid.
  • Filed Rural Health Medicaid claims online.

13. 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 self pay representatives use eob:
  • Reviewed EOB to assure that correct adjustments were satisfied.
  • Forwarded Non-Pays EOB to the correct representative.

14. Self-Pay Accounts

Here's how self pay representatives use self-pay accounts:
  • Provide support services to self-pay accounts by offering options to resolve outstanding balances.
  • Managed a collection of self-pay accounts.

15. 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 self pay representatives use patient accounts:
  • Identified and appealed underpaid patient accounts for accurate reimbursement.
  • Documented patient account with resolution.
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List of self pay representative skills to add to your resume

Self pay representative skills

The most important skills for a self pay representative resume and required skills for a self pay representative to have include:

  • Patients
  • Payment Arrangements
  • Epic
  • Medical Terminology
  • Financial Assistance
  • HIPAA
  • Data Entry
  • Account Balances
  • Billing Issues
  • Health Insurance
  • Telephone Calls
  • Medicaid
  • EOB
  • Self-Pay Accounts
  • Patient Accounts
  • Quality Customer Service
  • CPT
  • Inbound Calls
  • Outbound Calls
  • Credit Card Payments
  • Delinquent Accounts
  • Process Payments
  • Patient Demographics
  • Unpaid Accounts
  • Insurance Verification
  • Collection Agencies
  • A/R
  • Collection Efforts
  • Insurance Claims
  • Probate
  • Medical Accounts
  • Customer Inquiries
  • Insurance Carriers
  • Credit Balances
  • Insurance Eligibility
  • Medical Bills
  • Patient Payments
  • Patient Inquiries
  • Computer System
  • Hippa
  • Debt Repayment
  • Insurance Coverage
  • Insurance Payments
  • Customer Accounts
  • Process Claims
  • Payment Options
  • Due Balances

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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