Billing & Financial Tasks:
Preparing and processing invoices for clients or patients.
Receiving, logging, and processing payments (cash, card, digital) and updating records.
Handling insurance claims, including processing approvals and coordinating with insurance providers.
Resolving billing inquiries, issues, and delayed payments by liaising with customers and insurance companies.
Collecting payments, such as co-pays, at the time of service.
Maintaining organized financial records and supporting month-end closing activities.
Administrative Support:
Scheduling appointments and managing calendars.
Maintaining client or patient records and documentation.
Coordinating with other departments (e.g., doctors, nurses) for smooth operations.
Performing various administrative tasks as needed to support the office.