Company Overview Incedo is a US-based consulting, data science and technology services firm with over 3000 people helping clients from our six offices across US, Mexico and India. We help our clients achieve competitive advantage through end-to-end digital transformation. Our uniqueness lies in bringing together strong engineering, data science, and design capabilities coupled with deep domain understanding.

We combine services and products to maximize business impact for our clients in telecom, Banking, Wealth Management, product engineering and life science & healthcare industries.

Working at Incedo will provide you an opportunity to work with industry-leading client organizations, deep technology and domain experts, and global teams.

Incedo

University, our learning platform, provides ample learning opportunities starting with a structured onboarding program and carrying throughout various stages of your career. A variety of fun activities is also an integral part of our friendly work environment. Our flexible career paths allow you to grow into a program manager, a technical architect or a domain expert based on your skills and interests.

Our Mission is to enable our clients to maximize business impact from technology by:

- Harnessing the transformational impact of emerging technologies
- Bridging the gap between business and technology

Role DescriptionRole Summary We are seeking an Epic Consultant with a strong Revenue Cycle Management (RCM) and Accounts Payable (A/P) background to support our Epic-based patient refund solution.



The adecuado candidate understands the business logic of patient credit balances and refunds at a deep level, can validate EOBs, and can identify why an Epic patient refund fails. A technical profile is welcome, but deep business understanding is essential. This is a non-clinical role.

Key Responsibilities

- Support and analyze the end-to-end patient refund workflow in Epic, from credit balance identification through refund request, approval, and payment issuance.
- Validate EOBs (Explanation of Benefits) and remittance data to confirm that credit balances are valid and refunds are owed to the patient rather than the payer.
- Identify, research, and determine root cause when an Epic patient refund fails or is rejected.
- Work with Epic Resolute (HB/PB/SBO) configuration and workqueues to review patient credit balances and refund eligibility.
- Use Epic KIT objects and related Epic modules to trace transactions, accounts, and refund records.
- Map US payment data models to Epic KIT objects to support refund processing and integration.
- Work with A/P processes for refund disbursement, including check and electronic payment handling and reconciliation.
- Document refund scenarios, exceptions, and resolution steps.
- Collaborate with business, revenue cycle, finance, A/P,



and IT teams to translate business rules into system behavior and vice versa.
- Support testing, validation, and issue resolution during the engagement.

Technical SkillsRequired Skills and Experience

- Proven experience in Revenue Cycle Management (RCM) and Accounts Payable (A/P) in the US healthcare market.
- Working knowledge of Epic Resolute (HB and/or PB) and related revenue cycle concepts.
- Familiarity with Epic KIT objects and other relevant Epic modules and integration concepts.
- Strong understanding of the Patient Refund workflow in Epic.
- Ability to validate EOBs and reconcile them against account and credit balances.
- Ability to identify the cause of failed Epic patient refunds and recommend or drive resolution.
- Deep understanding of the business logic behind refunds, along with the technical flow (a technical profile is acceptable).
- Strong analytical, documentation, and communication skills.

Nice-to-have skillsPreferred Qualifications

- Understanding of US payment data models, with the ability to map them through Epic KIT objects.
- Epic certification in Resolute HB, PB, and/or SBO (added advantage).
- Experience with patient payments, refund disbursement, or healthcare payment processing.
- Prior experience with large health systems or hospital revenue cycle environments.

QualificationsCompany Value We value diversity at Incedo. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

📌 Career Opportunities: Consultant (51192) (México)
🏢 Incedo
📍 México