Overall, Job Expectation The Level 1 Cash Posting Specialist is responsible for the accurate and timely processing, scanning, and posting of revenue-related payments and documentation across multiple entities.
This role supports Treasury, and Revenue Cycle operations by ensuring all financial documents are properly received, processed, posted, indexed, routed, and stored in compliance with organizational policies and regulatory standards.
Primary Responsibilities:
Cash Posting & Transaction Processing
Accurately post payments (paper batches and 835s) according to established cash posting procedures and payer rules.
Ensure transactions are posted timely to meet daily and monthly processing targets.
Follow Standard Operating Procedures (SOPs) and escalate items that fall outside defined guidelines.
Maintain accurate documentation and system notes to support audit and follow-up activities.
Assist in reducing unapplied cash by following proper posting and reconciliation steps.
Ensure all batches are labeled according to Kodiak reconciliation guidelines. " Verify that batches are successfully posted before marking them complete in T24
Pull EOBs as needed to support posting, reconciliation, or follow-up activities.
Mailroom & Revenue Intake Operations
Perform daily mail pickups and deliveries for Treasury and Revenue Cycle departments across multiple floors.
Open, slice, and sort mail by entity, document type, and payment category.
Prepare interoffice and outgoing mail for next-day delivery.
Ensure mail is processed within same-day or next-business-day SLAs. Expectation: No misplaced, delayed, or mishandled mail.
Payment & Financial Document Processing
Scan and route:
Patient payments o Insurance payments
Credit card documentation o Refunds and non-PSH payments
Ensure documents are scanned to the correct folders, lockboxes, and entities.
Handle multiple entities simultaneously, including but not limited to: HMC, HSH, LMC, CMG, Hampden, LIFE LION, SJMG, SJMC, SJRHN, HPG, PPI.
Forward deposited scans to designated storage personnel. Expectation: 100% accuracy in entity assignment, routing, and lockbox numbers.
Scanning & Document Management
Scan correspondence, EOBs, zero-dollar EOBs, and insurance documentation into appropriate folders (RevCycle, Extra EOB, R1, etc).
Separate documentation correctly (e.g., WKC vs AUTO, Zero EOBs vs standard EOBs).