Impact Advisors

Medical Billing and Coding

• Monitor Outpatient Coding work queues and unbilled accounts to support timely filing and claims submission.
• Review patient medical records to assign and sequence codes according to industry-standard coding guidelines (ICD-10-CM, CPT, HCPCS).
• Review and resolve Coding related edits (e.g., NCCI, LCD/NCD, modifier usage) to prevent first pass denials.
• Ensure coding accuracy to support correct billing and minimize claim denials or delays.
• Work closely with providers to clarify documentation and ensure coding accuracy based on organizational policy.
• Maintain up-to-date knowledge of coding guidelines, payer requirements, and regulatory changes.
• Ensure Compliance: Adhere to legal and regulatory requirements, including HIPAA, to maintain patient confidentiality and data security.
• Stay updated: Keep abreast of changes in coding standards and regulations to ensure compliance and accuracy in coding practices.
• Use electronic health records (EHR) and coding software to code services and enter data.
• Participate in coding education and training as needed.
• Follow HIPAA and confidentiality guidelines regarding patient health information.

Outpatient Coder – Provider Based, Pro-Fee and Hospital Based

Consultant

• Deliver Best in KLAS advisory, implementation, and optimization services
• Drive patient-centered, value-driven outcomes
• Collaborate with leading healthcare organizations
• Provide transformational results for health systems

Change Management Consultant

Accounts Receivable

• Follow up on unpaid and underpaid insurance claims and review claim status through payer portals, IVR systems and clearinghouses
• Manage work queue and meet productivity expectations
• Independently resolve denials including medical necessity, authorization, coding, payer policy disputes, and timely filing exceptions
• Execute formal appeals, including medical record review, narrative development, and payer escalation
• Analyze remittance to identify underpayments, takebacks, and payer trends
• Manage and maintain detailed records of all receivable transactions, including invoices, statements, and customer correspondence
• Monitor account details for non-payments, delayed payments, and other irregularities
• Comply with federal, state, and company policies, procedures, and regulations
• Perform day-to-day financial transactions, including verifying, classifying, and recording accounts receivable data

Accounts Receivable Representative

Revenue Operations

• Lead end-to-end onboarding for on-shore and off-shore revenue cycle resources, ensuring readiness across people, process, and technology.
• Develop role-based onboarding curricula aligned to standard workflows, client requirements, and performance expectations.
• Own the creation, maintenance, and version control of SOPs, job aids, and training materials for revenue cycle workflows.
• Deliver training across Impact Advisors preferred workflow technologies, Epic, Oracle, and other client systems.
• Translate complex revenue cycle requirements into clear, actionable training content for onshore and global teams, including vendors.
• Partner with Performance Analysts to deliver refresher training tied to QA findings, audit results, and performance trends.
• Identify recurring errors or knowledge gaps and proactively design remediation and reinforcement training plans.
• Collaborate closely with Quality, Operations leaders, and client SMEs to align training with operational priorities and SLAs.
• Support change management initiatives by enabling teams through effective communication and training during workflow or system changes.

Senior Trainer – Revenue Cycle Managed Services, Process & Standards

Account Manager

• Build and maintain strong relationships with existing ERP clients to identify staff augmentation opportunities.
• Proactively expand existing client accounts by uncovering new project needs and consulting opportunities.
• Develop new client relationships through networking, referrals, and business development activities.
• Partner with ERP Practice Leaders to identify opportunities to introduce additional Impact Advisors services.
• Present qualified consultants for project-based staffing engagements.
• Negotiate consulting engagements and partner with leadership on rates and contract terms.
• Recruit ERP consultants supporting Workday, Oracle, UKG, and related technologies.
• Build and maintain a network of highly qualified hourly consultants.
• Source, screen, interview, and qualify candidates for contract opportunities.
• Develop talent pipelines aligned with anticipated client demand.
• Manage the full recruitment lifecycle from sourcing through offer acceptance.
• Maintain regular communication with consultants throughout active engagements.

ERP Recruiter, Account Manager

• Manage medium to large-scale projects to achieve project goals while controlling resources, risks, conflicts, timeliness, and costs.
• Lead and execute Epic revenue cycle implementations initiatives, ensuring efficient and effective use of Epic modules to enhance revenue cycle performance.
• Develop project scope, deliverables, and plan in alignment with project objectives.
• Collaborate with client stakeholders to understand business requirements, identify gaps, and implement solutions that align with industry best practices.
• Provide expertise on Epic functionality, configurations, and workflow.
• Travel, as necessary, to client sites to perform required tasks.

Revenue Cycle Implementation Project Manager

• Manage Revenue Cycle improvement engagements, serving as a subject matter expert in patient access within an Epic environment.
• Lead complex Revenue Cycle operational transformation engagements for healthcare organizations, serving as the front-end Revenue Cycle subject matter expert and leveraging Epic to drive sustainable improvements in patient access, financial performance, and operational efficiency.
• Assess, redesign, and optimize front-end revenue cycle workflows, including scheduling, registration, insurance verification, eligibility, prior authorization, financial clearance, and point-of-service collections.
• Identify opportunities to improve patient access operations, financial performance, patient experience, and operational efficiency through process and workflow optimization.
• Partner with client stakeholders to align operational processes with Epic capabilities and implement sustainable solutions that drive measurable performance improvements.
• Lead multi-disciplinary teams to successfully implement large-scale, integrated system and operational change efforts.
• Develop timelines, project plans, and lead due diligence processes for project assessments.
• Monitor progress toward key milestones, provide regular client updates, and exercise judgment in escalating issues to internal and external stakeholders.
• Oversee quality of deliverables and manage team performance to ensure exceptional results.
• Participate in the development and presentation of proposals for business development activities.

Revenue Cycle Managing Consultant

Backend Engineer

• Manage Revenue Cycle improvement engagements, serving as a subject matter expert in back-end revenue cycle operations within an Epic environment.
• Lead complex Revenue Cycle operational transformation engagements for healthcare organizations, serving as the back-end Revenue Cycle subject matter expert and leveraging Epic to drive sustainable improvements in reimbursement, cash flow, financial performance, and operational efficiency.
• Assess, redesign, and optimize back-end revenue cycle workflows, including charge capture, coding, billing edits, claims submission, payment posting, denial management, accounts receivable follow-up, credit balance resolution, underpayment recovery, and collections.
• Identify opportunities to improve revenue integrity, reimbursement, cash acceleration, denial reduction, and operational efficiency through process redesign, workflow optimization, and technology enablement.
• Partner with client stakeholders to align back-end revenue cycle operations with Epic capabilities, implementing sustainable solutions that improve clean claim rates, reduce denials, optimize reimbursement, and strengthen revenue cycle performance.
• Lead multidisciplinary teams in the planning and execution of large-scale back-end revenue cycle transformation initiatives, including Epic implementations, workflow optimization, and operational redesign efforts.
• Develop project plans, timelines, and assessment methodologies, and lead current-state assessments and operational due diligence activities.
• Monitor progress toward key milestones, provide regular client updates, identify risks, and escalate issues appropriately to internal and client stakeholders.
• Oversee the quality of project deliverables and manage team performance to ensure successful client outcomes.
• Participate in business development activities by developing proposals, presenting solutions, and contributing back-end revenue cycle subject matter expertise.

Revenue Cycle Managing Consultant – Back-End

Project Manager

• Overseeing the planning, execution, and delivery of UKG software implementation projects for healthcare clients
• Develop detailed project plans, including scope, objectives, timelines, and resource allocation
• Coordinate with internal and external stakeholders to ensure project alignment with client goals
• Manage project budgets, schedules, and deliverables to ensure timely and successful project completion
• Lead the implementation of UKG solutions, including HCM and payroll systems
• Oversee system configuration, data migration, and integration with existing client systems
• Ensure compliance with healthcare regulations and standards throughout the implementation process
• Assemble and lead cross-functional project teams, including consultants, IT, and client staff
• Facilitate effective communication and collaboration among team members and stakeholders
• Identify potential project risks and develop mitigation strategies
• Monitor project progress and address any issues or obstacles that arise
• Ensure quality assurance and testing processes are in place to validate system functionality
• Maintain strong relationships with key stakeholders, including client executives, consultants, and vendors
• Provide regular project updates and status reports to senior management
• Gather feedback and incorporate stakeholder input into project planning and execution

Program Manager

• Lead projects from inception to delivery
• Manage medium to large-scale projects with medium to high complexity
• Develop new business within the project and assist with developing proposals, RFPs, etc.
• Direct multiple implementations and cross-functional teams
• Travel as necessary to client sites to perform required tasks
• Interact with all levels of healthcare professionals and staff in one-on-one and group settings

Oracle Fusion Program Manager

• Oversee all assigned work queues, ensuring timely and accurate claim follow ‑ up, including denials, no ‑ response claims, appeals, edit WQs, and aged accounts, consistent with SOPs.
• Monitor account distribution to ensure balanced workloads, proper aging, and priority handling for high ‑ value or time ‑ sensitive claims.
• Review escalated or complex claims requiring supervisor intervention, including those related to California ‑ specific regulations (e.g., DMHC, Medi ‑ Cal, CCS, workers ’ comp variations).
• Lead, coach, and evaluate AR Representatives to meet productivity, quality, and accuracy standards.
• Conduct regular 1:1 meetings, team huddles, and performance discussions.
• Assist with onboarding, workflow training, and ongoing competency development.
• Support disciplinary action or escalation as needed.
• Work closely with AR Managers, Directors, and Client Delivery leadership to escalate payer issues, recommend process improvements, and support client ‑ focused outcomes.
• Participate in leadership or operational meetings as needed.

Revenue Cycle Managed Services Accounts Receivable Supervisor

• Lead and oversee a multi layered AR team including; Supervisors, AR Team Leads, U.S. based AR Representatives, Nearshore AR Teams
• Drive individual and team performance against goals (e.g., DSO, denial rates, cash flow).
• Ensure supervisors are consistently providing coaching, clear expectations, and accountability to AR staff.
• Conduct skip-level reviews, supervisor meetings, and performance evaluations with a focus on leadership development and operational excellence.
• Serve as the primary onsite AR leader for the client, building trusted relationships with executive, operational, and departmental stakeholders.
• Own daily, weekly, and monthly cash goals, ensuring consistent achievement across all payers and account types.
• Drive the end-to-end AR process, including follow-up, underpayment resolution, denial management, appeals, and variance analysis.
• Create dashboards and reporting packages for internal leadership and client executives.
• Develop and maintain quality assurance and audit frameworks.

Accounts Receivable Manager

Solutions Engineer

• Act as a trusted advisor to Finance and business leaders, providing insights and recommendations on leveraging Workday Financials and FDM to meet organizational goals.
• Conduct workshops and meetings to gather detailed requirements and understand business processes.
• Design and configure the FDM and other modules to support accurate financial reporting and analysis.
• Ensure solutions align with industry best practices and business objectives.
• Ensure data integrity, accuracy, and consistency across integrated systems.
• Stay current with Workday updates and releases, assessing their impact and advising on necessary adjustments.
• Identify opportunities for process optimization and enhanced system functionality.
• Lead initiatives to improve financial reporting, compliance, and operational efficiency.
• Oversee Workday Financials and FDM implementation projects, ensuring they are completed on time, within scope, and on budget.
• Develop and communicate project plans, timelines, and status reports to stakeholders.

Workday Financials Solution Architect

Financial Planning and Analysis

• Lead the implementation of Workday Financials, ensuring projects are completed on time, within scope, and on budget.
• Develop comprehensive project plans, timelines, and milestones.
• Coordinate with cross-functional teams and stakeholders to ensure project alignment and success.
• Design and configure Workday Financials modules, including Financial Accounting, Supplier Accounts, Customer Accounts, Business Assets, Procurement and Banking and Settlement.
• Translate business requirements into effective Workday solutions that meet organizational needs.
• Oversee the integration of Workday Financials with other systems, ensuring seamless data flow and integrity.
• Manage data migration activities, ensuring accuracy and consistency.
• Identify opportunities for optimizing and enhancing the Workday Financials solution.
• Stay updated on Workday releases and features, evaluating their potential impact and benefits.

Workday Financials Implementation Lead

Analyst

• Conduct comprehensive quality audits of revenue cycle processes for individual reps, coders, and supervisors to ensure compliance and performance standards are met.
• Prepare and deliver quality scorecard performance reports to operational leaders highlighting trends, successes, and areas for improvement.
• Identify opportunities for training for new and tenured employees, ensuring they are equipped with the knowledge and tools to succeed.
• Support SOPs and Job aids for on-shore and off-shore teams.
• Identify underperforming workflows and draft mitigation plans to address issues and restore optimal performance.
• Collaborate with cross-functional teams to support continuous improvement initiatives and best practices in revenue cycle operations.