JOB SUMMARY:
Under indirect supervision, performs a variety of tasks researching refund requests, overpayments, credit balances and ensuring money is correctly applied and overpayments are refunded to the appropriate party timely in accordance with Concentra policies, practices, and procedures.


MAJOR DUTIES AND RESPONSIBILITIES:
Determining Refunds:
Researches credits on account receivables, unapplied balances and resolves balances
Reconciles receipt summaries and resolves balances
Contact payers (non-injury and injury) to determine if payments can be applied and process paperwork for payment transfer
Researches and processes refund transactions such as duplicate payments and checks received in error
Researches and transfers unidentified payments to appropriate accounts/charges

Documentation:
Researches and pulls copies of previously paid checks
Processes refund request spreadsheets/forms and makes appropriate copies
Submits electronic refund requests to accounts payable with manager approval and documents request date
Files and maintains refund copies
Identifies additional documentation needs
Performs other duties as assigned

Mailing of Refunds
Records refund checks and documents necessary information in system
Mails refund checks in a timely manner


SCOPE MEASURES:
BUDGET DOLLARS:
NO OF PEOPLE SUPERVISED:
DIRECTLY:
INDIRECTLY:

Concentra's Data Protection Commitment
* Concentra is committed to protect patient data and to ensure privacy of personal and medical information.
* Every Concentra colleague has the responsibility to adhere to data protection principles.
* If a colleague's role includes handling or processing sensitive data, role-specific policies and requirements apply to ensure the protection of patient information.