Patient Account Representative

2020-05-18T16:40:09-06:00May 15th, 2020|
  • Full Time
  • Houston

CCRM Houston

The Patient Account Representative (PAR) reports to CCRM Fertility Houston’s Finance Manager. The ideal PAR candidate has a sincere desire to serve patients, possesses a strong aptitude for handling financial transactions and understands medical insurance as it pertains to patient accounts. In addition, candidate should be proficient with the Microsoft Office Suite and have experience learning and working with practice management software and electronic medical record programs.

CCRM is an industry leading pioneer in fertility science, research and advancement, offering access to a national network of award-winning physicians, a full suite of fertility services, innovation, technology and cutting-edge labs. CCRM is currently comprised of eleven locations spanning the U.S. and Canada with growth planned for continued network development on a domestic and international basis.


  • Charge posting, payment posting, execute adjustments for special patient financial programs and compare patient insurance coverage to services rendered on the date of service to determine how to collect from the patient.
  • Respond to patient account questions.
  • Research both self-pay and insurance patient account activity to answer patient inquiries and take required actions based on findings.
  • Patient and insurance follow-up responsibilities, including but not limited to, monitoring outstanding patient and insurance accounts receivables for accounts with outstanding balances. Perform follow-up to ensure that all funds due are collected in a reasonable and timely basis.
  • Perform end of day balancing procedures to ensure that all amounts reconcile to supporting documentation and posted bank deposits.
  • Serve as the backup to the Patient Financial Counselor. This requires counseling patients on the costs associated with the treatment protocol/program identified by their primary physician; performing insurance verification for new patients and patients going into specific infertility treatment programs; performing insurance precertification and preauthorization for patients whose insurance plans require same for specified treatment processes or services.
  • Participate in annual compliance training as assigned.
  • Observe all HIPAA required practices, including but not limited to, maintaining HIPAA compliance and confidentiality for all patient and clinic information.
  • Engage in a collaborative process with fellow colleagues to bring about the best possible experience for the patient.
  • Engage in professional growth opportunities through ongoing training and professional development while making use of feedback and recommendations.
  • Other duties as assigned.


  • High school diploma required; Associate’s degree or Bachelor’s degree preferred.
  • 2-3 years of experience in a medical/healthcare office setting required.
  • 2-3 years of experience in patient financial services preferred.
  • Ability to work weekends, evenings and holidays, on a rotating basis with other teammates.
  • Strong analytical skills and the ability to effectively read, generate and analyze reports.
  • Superior judgment and decision-making skills.
  • Strong ethics and a high level of personal and professional integrity.
  • Proficient with Microsoft Office programs, specifically Word, Excel, and Outlook.
  • Excellent interpersonal and communication skills, an outgoing personality, with a professional demeanor and positive attitude.
  • Strong oral and writing skills.
  • Strong attention to detail, excellent organizational skills and excellent multitasking abilities.
  • Maintain confidentiality of all work information.
  • Demonstrate an ability to function successfully in a team environment.


This job operated in a professional office setting performing predominantly sedentary work. This role routinely uses standard office equipment such as computers, including computer keyboards and mice; telephones; photocopiers; scanners; filing cabinets.

While performing the duties of this job, the employee is regularly required to talk, see and hear. The employee is frequently required to sit; will occasionally stand and/or walk; use hands and fingers to grasp, pick, pinch, type; and reach with hands and arms. Employee is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; operation of standard office machines and equipment.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Position primarily located at CCRM Fertility Houston’s Memorial City location but may require travel to satellite offices in the Medical Center and Sugar Land.


CCRM is an equal opportunity employer and does not discriminate on the basis of Race, Color, Religion, Creed, National Origin, Ancestry, Sex, Pregnancy, Age, Sexual Orientation (including transgender status), Physical or Mental Disability, Marriage to a Co-Worker, or for anyone engaging in Protected Activity (opposing a discriminatory practice or participating in an employment discrimination proceeding). Additionally, this employer does not tolerate any employees engaging in discriminatory behavior based on any of the aforementioned protected classes.


All offers of employment by this employer are conditional upon the incumbent’s successful completion of pre-employment screenings, including a criminal background check, drug screen, educational and prior employment verification, professional reference checks, and verification of the incumbent’s eligibility and authorization to work in the United States.

This employer participates in the E-Verify Program in order to verify the identity and work authorization of all newly hired employees.

To apply for this job email your details to