Role & responsibilities

Objective To manage cash related transactions without error and ease the process of payment for patients by properly checking the services opted from admission to discharge.

Key Responsibilities

1

Billing Process

- Verify patient forms with their categories and deposits made
- Collecting cash from patient as per patient admission

against bill and providing receipt for the same
- Accepting deposit through cash, foreign currency, cheque,

credit/debit card, NEFT/RTGS and cash
- Refunding amount to patients in case of excess payment
- IP and OP patient billing at ER
- Checking type of patient(TPA, Self-Pay, Corporate) and

accordingly applying payment deposits
- Service posting of transactions and reversal entry for IP

like ward procedures, doctor visits, others
- Preparation of OT clearance for planned and unplanned

surgeries, emergencies, corporate, TPA and international patients
- Confirming and reconfirming of deposits done by patients
- Admission of patients at night along with billing activities
- Checking discounts applicable as per patient category
- Counseling and explaining patients about the services posted in

bill, giving estimation,



provisional bill and convincing patient for settlement of bill
- Copy of Provisional Bill and all documentation verification

before patient discharge
- Explaining final bill details to patient and solving queries related to

charges
- Submission of patient files and recording their entries

2

Cash Management

- Counting of currency on every cash transactions
- Proper bundling of notes, stamping them and keeping it protected
- Entry in system, tally cash
- Cash handover to accounts and finance
- Resolving any cash discrepancy
- Accepting cash from all OP counters
- Verification of cash statement from OPD
- Verification of refunds and deposition

3

Outstanding Report

- Follow up with floor managers
- Credit bill adjustments and credit payment settlements
- Follow up for self-pay credit patients
- Handling emergency billing-OPD and IPD
- Emergency admissions

4

Data Maintenance

- Maintaining daily consent and concessions by authority
- Daily cash transactions
- Audit of concessions, cash statements and patient files

📌 Billing Executive (Surat)
🏢 Shalby Hospitals
📍 Surat