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Automation Squad

Role

AI for Billing Clerks

Robert MacKelfresh

By Robert MacKelfresh

Founder, Automation Squad

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 Clerks · O*NET 43-3021.00 · Job Zone 3 · sourced from the U.S. Department of Labor occupation database

Automation coverage

18 of 40tools on this list have an AI solution available today

Counted by matching the tools this occupation is documented as using against a corpus of 226,452 AI products, MCP servers, skills and connectors. Where a tool has no match, we say so rather than inventing one.

AI you can use for this job

42 matched to the tools billing and posting clerks use. Showing 24.

The tools this job actually uses

54 documented for this occupation. Showing 40, hot technologies first. A filled dot means an AI solution exists for it.

  • Epic Systemshot
  • Intuit QuickBookshot
  • MEDITECH softwarehot
  • Microsoft Accesshot
  • Microsoft Excelhot
  • Microsoft Office softwarehot
  • Microsoft Outlookhot
  • Microsoft PowerPointhot
  • Microsoft Projecthot
  • Microsoft Windowshot
  • Microsoft Wordhot
  • SAP softwarehot
  • Accuity EPICWare
  • Aderant legal software
  • Allscripts Professional PM
  • Automated billing software
  • CAI Software Seasoft
  • Check imaging software
  • Check processing software
  • Check sorting control software
  • Database software
  • eMDs Medisoft
  • 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
  • IPS of Boston DoubleCheck
  • Medical billing software
  • Medical condition coding software
  • Medical procedure coding software
  • Microsoft Dynamics
  • Microsoft Dynamics GP
  • Mitek Systems ImageNet Payments
  • NetSuite ERP
  • Optical character recognition OCR software

What this job involves

28 documented tasks, most important first. Showing 24.

  1. Verify accuracy of billing data and revise any errors.
  2. Resolve discrepancies in accounting records.
  3. Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
  4. Operate typing, adding, calculating, or billing machines.
  5. Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
  6. Post stop-payment notices to prevent payment of protested checks.
  7. Verify signatures and required information on checks.
  8. Keep records of invoices and support documents.
  9. Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
  10. Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
  11. Contact customers to obtain or relay account information.
  12. Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
  13. 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.
  14. Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
  15. Take orders for imprinted checks.
  16. Encode and cancel checks, using bank machines.
  17. Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
  18. Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
  19. Update manuals when rates, rules, or regulations are amended.
  20. Route statements for mailing or over-the-counter delivery to customers.
  21. Review compiled data on operating costs and revenues to set rates.
  22. Monitor equipment to ensure proper operation.
  23. Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
  24. Answer inquiries regarding rates, routing, or procedures.
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