Representative, Credit Balances - Hospital

AcclaraRemote, United States


Job Title:                                Representative, Credit Balances

Company:                              Acclara

Department:                          HB Insurance-Prov Payer Yield – Management & Admin

Leader:                                   Supervisor, Credit Balances

FLSA Status:                         Hourly/Non-Exempt

Work Location:                     Remote within U.S.

Travel:                                    No travel required

Compensation:                     $15.00 - $29.41


The Credit Balances Representative is responsible for effectively managing credit balance workloads and responds, resolves, and follows up on external and internal inquires in a timely manner. This position maintains consistent productivity and quality of work in a challenging, fast paced and rapidly changing environment.     

Responsibilities include: 

  • Resolve credit balances in a timely and accurate manner 
  • Process internal and external refund requests
  • Identify trends and escalate where appropriate 
  • Maintain confidentiality of all patient demographics, medical, and financial information, ensuring proper handling and disposal of confidential documents and adherence to HIPAA. 
  • Respond to requests for information and resolve accounting discrepancies 
  • Resolves unidentified payments through research 
  • Maintain accurate, clear, concise, and complete notes and other relevant information in a timely manner 
  • Comply with all applicable, federal, state and local laws, regulations, and requirements as well as Tegria RCM policies and procedures in all aspect of job performance. 
  • Other duties as assigned 


  • Highschool diploma or equivalent 
  • 1 year healthcare, revenue cycle or finance experience 
  • Proven knowledge of billing process and credit resolution 
  • Understanding of basic accounting techniques, analyze/interpret financial data and ability to work with numbers quickly and accurately 
  • Proven record of strong organization and planning skills and the demonstrated ability to effectively manage time and achieve results in a fast-paced environment 
  • Able to handle multiple priorities, with excellent attention to detail and commitment to quality 
  • Demonstrated service excellence with customers, clients, and co-workers 
  • Proven effective and respectful face-face, telephone and interpersonal communication skills.
  • Ability to appropriately resolve issues and escalate when necessary 
  • Ability to work collaboratively in a team environment in a positive and professional manner 
  • Proven PC proficiency in MS Office applications 
  • Demonstrated knowledge of HIPAA rules and regulations 
  • Ability to perform in alignment with company mission, vision & values  

Physical Requirements: 

The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  Listed below are the physical requirements required while performing the duties of this job.  

  • The employee is regularly required to: stand; sit; talk; hear; use hands and fingers to operate a computer and telephone keyboard; and reach, stoop and/or kneel to install computer equipment 
  • The employee must have the specific vision ability to complete close vision requirements due to computer work  
  • The employee is required to be able to complete light to moderate lifting  

Our Commitment to Diversity, Equity, and Inclusion: 

We welcome and respect the variety of experiences, viewpoints, and cultural backgrounds that everyone brings to our workplace. Acclara makes every effort to promote a workplace where leaders model inclusive behaviors and individuals feel respected, valued, and empowered.  together, we promote and sustain an inclusive workplace where people feel a sense of belonging