Health Care Skills Rating
  AR Skills Checklist
   NAME  
   Email-Id
   DATE    
I hereby certify that ALL information I have provided on this skills checklist and all other documentation, is true and accurate. I understand and acknowledge that any misrepresentation or omission may result in disqualification from employment and/or immediate termination.

Instructions:

This checklist is meant to serve as a general guideline for our client facilities as to the level of your skills within your nursing specialty. Please use the scale below to describe your experience/expertise in each area listed below.

 
Proficiency Scale: 1 = No Experience
2 = Need Training
3 = Able to perform with supervision
4 = Able to perform independently

  
Rating Stars (Click)
Customer Credit Management 1
2
3
4
Review and adjust credit policies regularly
Conduct credit checks on new customers
Set credit limits based on customer creditworthiness
Rating Stars (Click)
Invoice Processing 1
2
3
4
Issue invoices promptly after delivery of goods or services
Ensure invoices are accurate and complete
Send invoices to customers via their preferred delivery method
Rating Stars (Click)
Payment Tracking and Allocation 1
2
3
4
Record payments received timely and accurately
Match payments to the appropriate invoices
Reconcile accounts receivable ledger with general ledger
Rating Stars (Click)
Collections Management 1
2
3
4
Send payment reminders before payment is due
Follow up on overdue payments with phone calls or emails
Negotiate payment plans for delinquent accounts
Rating Stars (Click)
Reporting and Analysis 1
2
3
4
Prepare regular accounts receivable aging reports
Analyze accounts receivable performance metrics
Review and report on any significant changes in customer payment patterns
Rating Stars (Click)
Account Reconciliation 1
2
3
4
Reconcile outstanding invoices with customer statements
Investigate and resolve discrepancies
Adjust accounts for any write-offs or bad debt provisions