Data Entry & Billing Support Specialist

Job Description

REQUIREMENTS

• Reliable, organized, and detail-oriented
• Comfortable working independently
• Able to follow step-by-step instructions
• Willing to learn new systems and processes
• Comfortable using online software tools, including insurance portals
• Clear and professional in written communication
• Comfortable sending a simple client text or email when needed
• Comfortable making an occasional phone call to an insurance company
• Direct, persistent, and calm when trying to resolve billing questions
• Able to stay professional when an insurance company gives a vague answer or tries to move you off the phone
• Willing to roll up your sleeves and keep asking questions until the issue is understood
• Able to protect confidential client and business information
• Interested in working with a therapy practice
• Curious about how billing and operations work in a small mental health business

RESPONSIBILITIES

• Complete light data entry related to billing, invoices, payments, and client accounts
• Work in QuickBooks to help reconcile bank transactions as payments come in
• Work in SimplePractice to create invoices and review basic billing information
• Follow written instructions and repeatable processes carefully
• Help make sure client payments, invoices, and deposits are entered consistently
• Access insurance portals to look up payment, claim, and billing information
• Occasionally contact insurance companies when a payment or billing issue does not go through as expected
• Ask direct follow-up questions when insurance representatives give unclear or incomplete answers
• Document billing updates, insurance responses, and client communication clearly
• Send a brief text or email to a client when a billing issue requires basic follow-up
• Communicate directly with the practice owner when something looks wrong or unclear
• Maintain confidentiality and handle client-related information appropriately
• Help keep the administrative side of the practice organized as we grow

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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