C&T Generic Job Description
Account Assistant II
GRADE B
Representative Duties:
- Establishes and maintains accounts and records. Reviews records for accuracy and compliance to regulations. Initiates adjustments. May authorize refunds.
- Completes and processes forms. Prepares and distributes billing statements.
- Responds to inquiries through correspondence, by telephone or in person.
- Receives, logs, and posts payments. Prepares and verifies deposits. Balances daily cash receipts.
- Codes account information.
- May compose correspondence pertaining to account activities.
- Performs clerical functions incidental to account maintenance activities.
Family: Accounting/Financial
Job Code: 501 Date: 2/89
The job duties listed above are representative and characteristic of the duties required and the level of the work performed in the job title. The duties will vary from incumbent to incumbent in the job title.
Yale University Clerical and Technical Job Description
Job: 501 Account Assistant II Grade B
Required Knowledge:
- General knowledge, high school level; detailed but narrow work-related knowledge in one or several work-related areas: general acquaintance with broader field of knowledge.
- Limited knowledge of business, accounting, or commercial procedures with detailed knowledge in these particular areas.
- Limited knowledge of University organizational policies and procedures generally; detailed knowledge of a narrow area of University rules and procedures.
Required Skills:
- Extracts and compiles a narrow range of data from written sources, from individuals by asking set questions, or from one or several given data bases; coding based on prescribed, simple standards.
- Uses a dictionary.
- Files already labeled material using a straightforward alphabetical, or chronological system.
- Understands non-routine notes, written instructions, general policy statements.
- Writes short, informal notes, fills out simple forms.
- Occasional use of complex machines such as word processors or personal computers.
Office and Administrative Skills:
- Keyboards letters, memos, and other moderately complex material.
- Enters and retrieves data from given sources on a personal computer.
- Schedules and coordinates appointments.
- Screens and refers callers and visitors to the appropriate individual.
Experience, Education and Formal Training:
- Two years of related work experience and a high school level education, or an equivalent combination of experience and education.
Complexity and Organization:
- Limited variety of job tasks requiring coordinating steps/procedures.
Interpersonal Relations:
- Some involvement outside immediate work unit.
- Offers or obtains basic information or provides assistance on general matters.
- Understands and conveys more complex messages and instructions and takes action accordingly.
Supervisory Guidelines:
- Work is subject to general review on an occasional basis.
- Incumbent plans and schedules own work and/or the work of others based on the understanding of broadly defined objectives or priorities. Supervisor reviews work after completion.
- Instruction provided only in new situations, methods and procedures that are not clearly related to existing tasks and duties.
Independent Judgment:
- Established procedures/policies govern most work situations.
- Little opportunity to exercise independent judgment or initiative.
Leadership Responsibility:
- Occasionally provides general orientation to routine procedures/policies.
Impact and Consequence of Error:
- Work affects both outside the work unit and outside the University.
- Errors are not difficult to recognize and correct and can cause harm or financial loss to individuals, departments, and the University or to other individuals and groups.
Working Conditions:
- Very little possibility of safety risks.
- Occasional conflicting demands, time pressure, deadlines or emergencies.
- Regular sustained concentration.
- Little physical effort.
Example 1Account Assistant II (501)
Salary: B
General Purpose:
Maintain accurate accountability of all surgeries performed by the Department of Surgery. All operating room schedules must be logged into an Excel spreadsheet, updated, and reviewed daily. Input data entry charges into IDX system. Essential Duties of the Position:
1. Create and maintain daily an Excel spreadsheet for each physician to include: patient name, unit number, date of service, bill received, insurance, operative report, etc.
2. Review daily operating room log and highlight all Yale surgeons' procedures.
3. Cover outpatient clinics twice a week, or as needed, which includes check- in of patients on IDX system, collection of co-pays, verification of insurance and patient demographics, and obtain referrals.
4. Bill on a daily basis surgical charges using the IDX billing system.
5. Match superbills received to name on spreadsheet; check for accuracy of dates of service, physician, and place of service.
6. Keep accountable of operative reports and log in dated received.
7. Weekly review of spreadsheet and complete any missing information such as date billed, amount billed, and insurance type.
8. Pick up daily billing from multiple surgical areas located in Yale Medical School.Education and
Experience:
1. Two years of related work experience and a high school level education; or an equivalent combination of experience and education.
2. IDX knowledge with ability to enter charges accurately and on a timely basis.
3. Familiarity with ICD-9 and CPT coding.
4. MS Word and Excel spreadsheet experience.Skills and Abilities:
1. Excellent attention to detail and customer service skills.
2. Ability to work independently and be flexible.
3. Ability to prioritize workload.
Example 2Account Assistant II (501)
Salary: B
General Purpose:
This is a multi functional position that incorporates two basic functions. Medical Records Floater and Insurance Follow Up and Billing. The position is responsible to provide coverage as required for the Department Medical Records position and to initiate Follow up and data entry of patient billing and supply clerical support to the Reimbursement Unit.Essential Duties:
1. Insurance Follow Up & Billing: Contact Third Party Payers via telephone to determine status of unpaid claims. Complete various forms and bring to Unit Supervisor for review & problem resolution. Enter Encounter Forms in IDX billing system. Maintain Excel spreadsheets of Follow up & Rejection activity. Other related clerical duties including but not limited to filing & copying.
2. Department Medical Records Floater: Provide coverage for Medical Records File room as needed. Generate Medical Records list & Clinic Schedule from IDX billing system. Submit Medical Records request to YNHH & Diagnostic Imaging. Initiate New Patient Medical Records. Pull and deliver Medical Records for next scheduled clinic day. Pull and deliver Medical Records as requested by faculty and staff.Education and Training:
1. Two years of related work experience and a high school level education; or an equivalent combination of experience and education.
2. Minimum of one-year office experience in a Medical Clinic with a background in Medical Insurance.
3. Working knowledge of Microsoft Excel and Word.
4. Preferred: Medical terminology and familiarity with ICD-9 and
CPT coding.Skills and Abilities:
1. Excellent interpersonal and communication skills.
2. Ability to deal professionally and sympathetically with cancer patients and their families.
3. Excellent attendance.
4. Keyboarding skills (40-59 wpm).Example 3Account Assistant II (501)
Salary: B
General Purpose:
Maintain accurate accountability of all surgeries performed by the Department of XXXXX. All operating room schedules must be logged into an Excel spreadsheet, updated, and reviewed daily. Input data entry charges into IDX system. Essential
Duties of the Position:
1. Create and maintain daily an Excel spreadsheet for each physician to include: patient name, unit number, date of service, bill received, insurance, operative report, etc.
2. Review daily operating room log and highlight all Yale surgeons' procedures.
3. Cover outpatient clinics twice a week, or as needed, which includes check- in of patients on IDX system, collection of co-pays, verification of insurance and patient demographics, and obtain referrals.
4. Bill on a daily basis surgical charges using the IDX billing system.
5. Match superbills received to name on spreadsheet; check for accuracy of dates of service, physician, and place of service.
6. Keep accountable of operative reports and log in dated received.
7. Weekly review of spreadsheet and complete any missing information such as date billed, amount billed, and insurance type.
8. Pick up daily billing from multiple surgical areas located in
Yale Medical School.Education and Experience:
1. Two years of related work experience and a high school level education; or an equivalent combination of experience and education.
2. IDX knowledge with ability to enter charges accurately and on a timely basis.
3. Familiarity with ICD-9 and CPT coding.
4. MS Word and Excel spreadsheet experience.
Skills and Abilities:
1. Excellent attention to detail and customer service skills.
2. Ability to work independently and be flexible.
3. Ability to prioritize workload.
