Back Office CA (BOCA) - Job Description

Overview

The Back Office CA is responsible for overseeing and maintaining patient accounts. Their main responsibilities include reviewing patient cases, preparing plans and financials, handling billing and insurance issues, and managing outstanding balances.

Core Responsibilities

Account Management

• Oversee Patient Accounts
• Review patient cases and handle all issues with "patients in need of special care" (i.e. financial issues, trade concerns, plan signing follow-up, special patient arrangements)
• Monitor patient ledgers for increasing balance ($400 or more) and resolve issues related to overdue balances
• Participate in weekly accounts meeting with Operations Coordinator and Office Manager

Financial Planning

• Prepare plans and financials for patients
• Communicate plan details and expectations to patients (Workshops, Therapies, Payments, etc.)
• Set-up payments for patients committing to care

Billing

• Manage monthly outstanding balances
• Manage FORTIS payments
• Research Patient Ledger discrepancies and work with the Operations Coordinator and Office Manager to resolve them efficiently
• Work with COCA to manage credit card decline and expiration alerts

Performance Expectations

• Have plans for coming week completed before end of current week