Billing and Posting Clerk Compile, compute, and record billing, accounting, statistical, and other numerical data for billing purposes. Prepare billing invoices for services rendered or for delivery or shipment of goods.
Billing and Posting Clerk is Also Know as
In different settings, Billing and Posting Clerk is titled as
- Account Services Representative (Accounts Services Rep)
- Biller
- Billing Clerk
- Billing Coordinator
- Item Processing Clerk (IP Clerk)
- Medical Biller
- Pre-Audit Clerk
- Statement Clerk
- Statement Distribution Clerk
- Statement Services Representative (Statement Services Rep)
Education and Training of Billing and Posting Clerk
Billing and Posting Clerk is categorized in Job Zone Three: Medium Preparation Needed
Experience Required for Billing and Posting Clerk
Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.
Education Required for Billing and Posting Clerk
Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.
Degrees Related to Billing and Posting Clerk
Training Required for Billing and Posting Clerk
Employees in these occupations usually need one or two years of training involving both on-the-job experience and informal training with experienced workers. A recognized apprenticeship program may be associated with these occupations.
Related Ocuupations
Some Ocuupations related to Billing and Posting Clerk in different industries are
- Bookkeeping, Accounting, and Auditing Clerks
- Insurance Claims and Policy Processing Clerks
- Customer Service Representatives
- Payroll and Timekeeping Clerks
- Brokerage Clerks
- Office Clerks, General
- Credit Authorizers, Checkers, and Clerks
- Bill and Account Collectors
- File Clerks
- Order Clerks
- Accountants and Auditors
- Medical Records Specialists
- Tellers
- Tax Examiners and Collectors, and Revenue Agents
- Receptionists and Information Clerks
- Statistical Assistants
- Credit Analysts
- Loan Interviewers and Clerks
- Correspondence Clerks
- Financial Managers
What Do Billing and Posting Clerk do?
- Post stop-payment notices to prevent payment of protested checks.
- Verify accuracy of billing data and revise any errors.
- Verify signatures and required information on checks.
- Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
- Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
- Operate typing, adding, calculating, or billing machines.
- Resolve discrepancies in accounting records.
- Contact customers to obtain or relay account information.
- Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
- Keep records of invoices and support documents.
- Route statements for mailing or over-the-counter delivery to customers.
- Monitor equipment to ensure proper operation.
- Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
- Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
- Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
- Match statements with batches of canceled checks by account numbers.
- Take orders for imprinted checks.
- Encode and cancel checks, using bank machines.
- Consult sources, such as rate books, manuals, or insurance company representatives, to determine specific charges or information such as rules, regulations, or government tax and tariff information.
- Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
- Update manuals when rates, rules, or regulations are amended.
- Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
- Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
- Review compiled data on operating costs and revenues to set rates.
- Estimate market value of products or services.
- Answer inquiries regarding rates, routing, or procedures.
- Compile reports of cost factors, such as labor, production, storage, and equipment.
- Create billing documents, shipping labels, credit memorandums, or credit forms.
- Perform general administrative tasks, such as answering telephones, scheduling appointments, and ordering supplies or equipment.
- Return checks to customers or retrieve checks returned to customers in error, adjusting accounts and answering inquiries about errors as necessary.
Qualities of Good Billing and Posting Clerk
- Written Comprehension: The ability to read and understand information and ideas presented in writing.
- Near Vision: The ability to see details at close range (within a few feet of the observer).
- Oral Expression: The ability to communicate information and ideas in speaking so others will understand.
- Information Ordering: The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
- Written Expression: The ability to communicate information and ideas in writing so others will understand.
- Oral Comprehension: The ability to listen to and understand information and ideas presented through spoken words and sentences.
- Speech Recognition: The ability to identify and understand the speech of another person.
- Speech Clarity: The ability to speak clearly so others can understand you.
- Problem Sensitivity: The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing that there is a problem.
- Deductive Reasoning: The ability to apply general rules to specific problems to produce answers that make sense.
- Category Flexibility: The ability to generate or use different sets of rules for combining or grouping things in different ways.
- Number Facility: The ability to add, subtract, multiply, or divide quickly and correctly.
- Inductive Reasoning: The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
- Mathematical Reasoning: The ability to choose the right mathematical methods or formulas to solve a problem.
- Flexibility of Closure: The ability to identify or detect a known pattern (a figure, object, word, or sound) that is hidden in other distracting material.
- Selective Attention: The ability to concentrate on a task over a period of time without being distracted.
- Perceptual Speed: The ability to quickly and accurately compare similarities and differences among sets of letters, numbers, objects, pictures, or patterns. The things to be compared may be presented at the same time or one after the other. This ability also includes comparing a presented object with a remembered object.
- Memorization: The ability to remember information such as words, numbers, pictures, and procedures.
- Speed of Closure: The ability to quickly make sense of, combine, and organize information into meaningful patterns.
- Wrist-Finger Speed: The ability to make fast, simple, repeated movements of the fingers, hands, and wrists.
- Trunk Strength: The ability to use your abdominal and lower back muscles to support part of the body repeatedly or continuously over time without "giving out" or fatiguing.
- Fluency of Ideas: The ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity).
- Auditory Attention: The ability to focus on a single source of sound in the presence of other distracting sounds.
- Far Vision: The ability to see details at a distance.
- Time Sharing: The ability to shift back and forth between two or more activities or sources of information (such as speech, sounds, touch, or other sources).
- Originality: The ability to come up with unusual or clever ideas about a given topic or situation, or to develop creative ways to solve a problem.
- Arm-Hand Steadiness: The ability to keep your hand and arm steady while moving your arm or while holding your arm and hand in one position.
- Finger Dexterity: The ability to make precisely coordinated movements of the fingers of one or both hands to grasp, manipulate, or assemble very small objects.
- Visualization: The ability to imagine how something will look after it is moved around or when its parts are moved or rearranged.
- Manual Dexterity: The ability to quickly move your hand, your hand together with your arm, or your two hands to grasp, manipulate, or assemble objects.
- Visual Color Discrimination: The ability to match or detect differences between colors, including shades of color and brightness.
- Control Precision: The ability to quickly and repeatedly adjust the controls of a machine or a vehicle to exact positions.
- Dynamic Strength: The ability to exert muscle force repeatedly or continuously over time. This involves muscular endurance and resistance to muscle fatigue.
- Hearing Sensitivity: The ability to detect or tell the differences between sounds that vary in pitch and loudness.
- Sound Localization: The ability to tell the direction from which a sound originated.
- Response Orientation: The ability to choose quickly between two or more movements in response to two or more different signals (lights, sounds, pictures). It includes the speed with which the correct response is started with the hand, foot, or other body part.
- Gross Body Coordination: The ability to coordinate the movement of your arms, legs, and torso together when the whole body is in motion.
- Glare Sensitivity: The ability to see objects in the presence of a glare or bright lighting.
- Depth Perception: The ability to judge which of several objects is closer or farther away from you, or to judge the distance between you and an object.
- Peripheral Vision: The ability to see objects or movement of objects to one's side when the eyes are looking ahead.
- Night Vision: The ability to see under low-light conditions.
- Spatial Orientation: The ability to know your location in relation to the environment or to know where other objects are in relation to you.
- Gross Body Equilibrium: The ability to keep or regain your body balance or stay upright when in an unstable position.
- Dynamic Flexibility: The ability to quickly and repeatedly bend, stretch, twist, or reach out with your body, arms, and/or legs.
- Extent Flexibility: The ability to bend, stretch, twist, or reach with your body, arms, and/or legs.
- Stamina: The ability to exert yourself physically over long periods of time without getting winded or out of breath.
- Explosive Strength: The ability to use short bursts of muscle force to propel oneself (as in jumping or sprinting), or to throw an object.
- Static Strength: The ability to exert maximum muscle force to lift, push, pull, or carry objects.
- Speed of Limb Movement: The ability to quickly move the arms and legs.
- Reaction Time: The ability to quickly respond (with the hand, finger, or foot) to a signal (sound, light, picture) when it appears.
- Rate Control: The ability to time your movements or the movement of a piece of equipment in anticipation of changes in the speed and/or direction of a moving object or scene.
- Multilimb Coordination: The ability to coordinate two or more limbs (for example, two arms, two legs, or one leg and one arm) while sitting, standing, or lying down. It does not involve performing the activities while the whole body is in motion.
Tools Used by Billing and Posting Clerk
- 10-key calculators
- Billing machines
- Bookkeeping machines
- Check and document signers
- Check cancelling machines
- Check filing cabinets
- Check sorting machines
- Desktop computers
- Digital cameras
- Digital postal meters
- Envelope opening machines
- Envelope sealing machines
- Envelope stuffers
- Handheld calculators
- Laser facsimile machines
- Magnetic ink character recognition MICR encoding machines
- Magnetic ink character recognition MICR printers
- Magnetic ink character recognition MICR readers
- Mechanical postal meters
- Microfilm cameras
- Paper collaters
- Paper folders
- Photocopiers
- Proof machines
- Scanners
- Shipping scales
Technology Skills required for Billing and Posting Clerk
- Accounting software
- Accuity EPICWare
- Aderant legal software
- Allscripts Professional PM
- Automated billing software
- CAI Software Seasoft
- Check imaging software
- Check processing software
- Check sorting control software
- Customer relationship management CRM software
- Database software
- Desktop publishing software
- eMDs Medisoft
- Epic Systems
- File management systems
- Fiserv PEP+ reACH
- GE Healthcare Centricity EMR
- Healthcare common procedure coding system HCPCS
- HelpIT Systems addressIT
- IBM Cognos Impromptu
- Image Deposit Exchange Check Station
- Image exchange networks
- Image replacement document IRD printing software
- Intuit QuickBooks
- IPS of Boston DoubleCheck
- Medical billing software
- Medical condition coding software
- Medical procedure coding software
- MEDITECH software
- Microsoft Access
- Microsoft Dynamics
- Microsoft Dynamics GP
- Microsoft Excel
- Microsoft Office software
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Project
- Microsoft Windows
- Microsoft Word
- Mitek Systems ImageNet Payments
- NetSuite ERP
- Optical character recognition OCR software
- Oracle E-Business Suite Financials
- Oracle JD Edwards EnterpriseOne
- Oracle PeopleSoft Financials
- Positive pay software
- Practice management software PMS
- Prime Clinical
- QuoteWerks
- Remote deposit capture software
- Sage 50 Accounting
- Sage Medical Manager
- SAP software
- Spreadsheet software
- Thomson Reuters Elite Enterprise
- VECTORsgi Check Management Solution
- VECTORsgi Image Exchange Solution
- Web browser software
- Word processing software