Hire the Best eMoney Advisor emX Specialists

More than 3,000 reviews on G2
Rating is 4.5 out of 5.
4.5/5
of Upwork by G2 peer reviewers
Chandan S.

New Delhi, India

$25/hr
4.8
51 jobs

A proven track record in full-stack web and mobile application development, I help startups and enterprises build scalable, secure, and AI-powered applications from idea to production. I work closely with clients throughout the entire product lifecycle — from requirement analysis and architecture design to UI/UX, development, deployment, and scaling. My experience spans modern JavaScript frameworks, Python/Node/,NetCore based backends, cloud infrastructure, and AI-driven development workflows, enabling me to deliver solutions that are both technically robust and business-focused. I have successfully built simple MVPs to complex enterprise platforms across industries such as Healthcare, FinTech, Logistics, Marketplaces, and Social Platforms. ✅ Healthcare expert ✅ Custom EMR/EHR development ✅ Interoperability - FHIR/HL7 ✅ PACS/DICOM ✅ LIMS ✅ Health Insurance & Claim Management ✅ HIPAA/GDPR ✅ Ready to start immediately! ✅ High Quality and strong Skills. Domain Expertise: Healthcare- HIPAA, HIX, EMR-EHR, PMS, FHIR, HEDIS, CCDA, EDI, ICD-10/11, CPT, SNOMED, Meaningful use (MU) 1,2,3, Compliance, HL7, Telehealth, Telemedicine, Homecare, m-Health, Medication/Care Management, Wearable integration, Medical Billing, Clinical Analytics, Insurance, Preventive, Wellness, Health risk assessment Experienced in integration of multiple EHR’s to the healthcare applications like GE Centricity, Allscripts, EPIC, iKnowMed, Cerner, Athena marketplace, eClinicalWorks, NextGen, Greenway etc. I have proficiency in the full life cycle of solution development (end to end) business requirements, functional and technical specifications, data modelling transactional and dimensional data, ETL, data analysis solutions, dashboards, scorecards, and reports. Using tools like Info Sphere Data Architect, Cognos Business Intelligence, IBM Cognos Report Studio, IBM Cognos Framework Manager. With a special focus on the US Healthcare Industry, I do provide wide range of services in the industry that can be summarized as follows: -- RCM -- Electronic Medical Record (EMR) Development -- Electronic Health Record (EHR) System Development -- Billing System, DICOM Viewer -- Healthcare Interoperability, -- HIPAA Consultancy, -- Meaningful use (MU) Certification, -- HL7 Messaging, -- CCDA, FHIR, HEDIS -- Telemedicine Our offerings ---------------- -HIT Software Development Service -LIMS for comprehensive lab workflow management -HIPAA Consultancy and HEDIS measures implementation. -Healthcare Interoperability Modules & HL7 Messaging (ADT, ORU, ORM, etc.) -EMR/EHR Systems -Certifications and Compliance (MU Certification) -Seamless Integration with Radiology, Laboratory, and Pharmacy Systems -Billing Management and EDI Processing Systems (EDI 837, 835, 270, 271, 276, 277, 999 etc.) -Medical Coding Database Management (ICD9, ICD10, SNOMED, RxNorms, NDC, LOINC, CPT, HCPCS, E/M, PQRS) -DICOM Viewer & PACS Solutions -Provider Networking & Credentialing -Tele-Health, Tele-Medicine, Remote monitoring -Mobile applications and device Integration In sync with the latest standards and technologies in the Industry, you can expect the excellence in all the aspect of IT Services & Solutions, be it Security (from HIPAA point of View), Turn Around Time (for innovative products), Cost-Effective, Industry-oriented, and User-Friendly.

  • ASP.NET Core
  • FHIR
  • Telemedicine
  • LIMS
  • Electronic Data Interchange
  • Healthcare Interoperability
  • API
  • Electronic Medical Record
  • HIPAA
  • Health Level 7
  • React
  • DICOM
  • Node.js
  • OpenAI API
  • Generative AI
  • Large Language Model
  • Docker
  • CI/CD
  • Amazon Bedrock
  • GitHub Copilot
Amir T.

Rawalpindi, Pakistan

$6/hr
5.0
4 jobs

Hello! I am a Medical Billing and Revenue Cycle Management (RCM) professional with 8+ years of experience supporting healthcare providers, clinics, and multi-specialty practices within the U.S. healthcare system. My work focuses on managing the entire billing cycle in a structured and accurate way — from patient eligibility and charge entry to claim submission, denial resolution, and payment follow-up. I aim to help healthcare practices maintain steady cash flow, minimize claim rejections, and ensure compliance with insurance and CMS billing standards, including proper ICD-10 and CPT usage. Throughout my career, I have handled both independent responsibilities and team-based operations, including workflow coordination, high-volume billing accounts, and communication with insurance payers across different specialties. 🚀 Areas of Expertise I provide full-cycle Revenue Cycle Management services, including: • Complete Medical Billing Operations • Insurance Eligibility & Benefits Verification • Clean Claim Submission (CMS-1500 / UB-04) • Denial Management, Appeals & Claim Corrections • Accounts Receivable (AR) Follow-up and Aging Management • Payment Posting and ERA/EOB Reconciliation • Prior Authorization Processing and Referral Handling • Provider Credentialing and Enrollment (CAQH, PECOS) • ICD-10, CPT, and HCPCS Coding Support • HIPAA-Compliant Data Handling and Documentation 🏥 Healthcare Experience I have worked with a wide range of specialties, including: Internal Medicine | Family Practice | Behavioral Health | Psychiatry | Psychology Dermatology | Cardiology | Orthopedics | Podiatry | Physical Therapy Urgent Care | Laboratory Services | DME | Pain Management | Telehealth Workers’ Compensation and No-Fault (PIP) Billing I am also comfortable adapting to new specialties and workflows quickly based on client needs. 💻 Systems & Software Experience eClinicalWorks | Kareo/Tebra | AdvancedMD | NextGen | Office Ally Athenahealth | ModMed | CollaborateMD | DrChrono | Medisoft TherapyNotes | Practice Fusion | SimplePractice 🌐 Insurance & Payer Knowledge Medicare | Medicaid | BCBS | Aetna | Cigna | UnitedHealthcare Humana | Tricare | Molina Healthcare | Commercial and State Insurance Plans 📊 What I Have Achieved In my professional experience, I have consistently contributed to: • Increasing clean claim rates through accurate billing review • Reducing outstanding AR by improving follow-up processes • Strengthening revenue cycle performance for healthcare practices • Supporting billing teams with training and workflow improvements • Assisting with successful credentialing and payer enrollment processes 💡 What You Can Expect ✔ Reliable and accurate billing support ✔ Strong understanding of U.S. insurance and CMS guidelines ✔ Focus on reducing denials and improving reimbursements ✔ Organized workflow and clear communication ✔ Commitment to improving overall revenue cycle performance.

  • Medical Billing & Coding
  • Insurance Verification
  • HIPAA
  • Accounts Receivable Management
  • Insurance Claim Submission
  • Electronic Health Record
  • eClinicalWorks
  • General Transcription
  • Microsoft Excel
  • Microsoft Word
  • Data Entry
  • Project Management
  • Accounts Payable
  • Appointment Scheduling
  • Medical Billing
  • Medical Mastermind Medical Billing Services
  • Healthcare Management
Md Arifur R.

Dhaka North City Corporation, Bangladesh

$6/hr
5.0
5 jobs

Hello! My name is Md Arifur Rahman. Medical biller, Medical Scribe and Pathologist, and I have over 10 years of experience in the healthcare sector. I have 5 years' experience in US-based Healthcare companies doing Billing and Coding. I am HIPAA compliant and currently working as a Billing Manager I lead the group of 25 employees and look after all of their billing tasks. I received my bachelor's degree from Lovely professional university, India in 2018. Goal: My passion is to provide accurate and creative solutions for small and large healthcare organizations to facilitate strategic growth! Provider Type: Optometry and ophthalmology, Mental and Behavioral Health, Dermatology and oculofacial plastic surgery, Physical therapy, Neuro ophthalmology, Gastroenterology, Acupuncture, Chiropractic, OBGYN, Neurosurgery, Plastic & reconstructive surgery. My services: - 1. Patient registration and charge entry, authorization submission, benefits verification, and scheduling 2. Eligibility and verification of patient’s health benefits 3. ICD10, CPT and HCPCS Coding and/or review 4. solving claim denials 5. insurance claim submission and follow-up 6. validating insurance payments underpayments and overpayments according fee schedule 7. To make on call appeals for reprocessing of incorrectly processed claims based on billing knowledge 8. Sending Appeals/Timely filing for old unpaid claims. 9. patient collections 10. 360 degree billing service 11. Provider Enrollment/Credentialing 12. Daily, Monthly and annual AR Financial reports preparation. MEDICAL BILLING SOFTWARE WHICH I AM FAMILIAR WITH - eCW - EPM - Office Mate - Tebra - Office Ally - Modmed - Charm EHR - Therapy Notes, - Simple Practice, - Catalyst, - Health-Fusion / -Next-Gen, - Next-Tech, - Practice-Fusion, - Advanced MD, - JANE APP etc. MY TOP SKILLS: Claims Submission, Claim Management, AR, Credentialing, Reporting. My goal is to be the lifeline of your practice that would help you run your practice smoothly. Thank you so much again for your time and making this far reading my profile.

  • Microsoft Excel
  • Data Entry
  • Virtual Assistance
  • Medical Billing & Coding
  • Management Skills
  • Revenue Cycle Management
  • ICD Coding
  • Medical Billing
  • Medical Procedure Coding
  • Medical Mastermind Medical Billing Services
  • Electronic Medical Record
  • Medical Transcription
  • Medical Referrals
  • EMR Data Entry
  • Data Management
Remalyn T.

Davao, Philippines

$13/hr
4.2
19 jobs

A Freelance Medical Virtual Assistant, an experienced Medical & Behavioral Biller, Provider & Facility Credentialing & Enrollment with 5 years of professional experience as a Medical Billing Specialist, handling Professional & Laboratory billings of US providers and groups with different Specialties. ✨WHAT I DO: ✨ ✅Helps US Providers to be profitable and efficient as possible, using my extensive background in US Healthcare Insurances (Commercial and Federal) and in the RCM service. 📢SERVICES & RESPONSIBILITIES: ➡️Account Receivable Management (A/R Aging follow-ups, Denial Management using EOBs/ERAs, Collection processes, Invoicing & Accounts reconciliation) ➡️Benefits & Eligibility Verifications, Authorizations & Appeals Submissions ➡️Provider/ Facility Credentialing & Contracting Specialist and Enrollment Services ➡️Familiarity of CPTs and ICD 10 Coding Guidelines ➡️Performance presentation & reporting of operations & issues using Google Sheet/Docs, PDFs & Excel files ➡️Knowledgeable in using EMR/EHR (Athena Health, MedOffice, OfficeAlly, TriZetto, ClaimMD, TheraNest, KeyNotes, Tebra, CureMD, Elation, Epic, Practice Fusion, Aprima, eBridge, Egnyte, MDSuite, Mission portal, BeyondTrust, etc.) As an individual who is willing to learn and develop new skills, I have gained an interest in becoming a freelance Virtual Assistant, and I graduated from an Online Virtual Assistance Academy where I learned: 👩🏻‍💻Email & Calendar Management 👩🏻‍💻Social Media Management 👩🏻‍💻Basic Graphic Design using Canva 👩🏻‍💻Basic SEO 👩🏻‍💻Basic WordPress Management 📌TOOLS 🏷Google Docs, Sheets, Drive, Calendar 🏷Google Meet 🏷Microsoft Outlook and Teams 🏷Microsoft Office (Word, Excel, PDF, PowerPoint) 🏷CRM 🏷Canva 🏷Zoom So, what do you say? Send me a message and let's talk! 😊

  • Electronic Medical Record
  • Account Reconciliation
  • Data Collection
  • Preauthorization
  • Healthcare Management
  • Medical Billing & Coding
  • Accounts Receivable
  • Medical Terminology
  • Insurance Verification
  • Medical Referrals
  • Payment Processing
  • Insurance Claim Submission
  • Electronic Health Record
  • Scheduling
  • Accuracy Verification
Talha I.

Rawalpindi, Pakistan

$20/hr
5.0
2 jobs

Oracle Fusion Functional Consultant with 8+ Years of Experience | Financial Modules Specialist | SCM Specialist | Business Process Expert I am a highly skilled Oracle Fusion Financials /SCM Consultant with extensive experience in 5 end-to-end implementation, configuration, and reporting across core financial modules including GL, AP, AR, FA, CM, Expenses, Procurement and Tax. I specialize in streamlining financial processes, developing OTBI dashboards, and integrating financials with procurement, inventory, and supplier management. With a proven track record in healthcare, Manufacturing, Telecom and banking sectors, I deliver solutions that are accurate, compliant, and aligned with business requirements. I also provide user training, documentation, and post-go-live support to ensure smooth adoption and operational efficiency. Every solution I deliver is tailored, high-quality, and actionable, helping organizations make informed financial decisions.

  • Oracle
  • Financial Management
  • Oracle Cloud
  • Finance
  • Oracle Fusion Applications
  • Oracle Reports
  • Financial Statement Software
  • Accounts Payable
  • Asset Management
  • General Ledger
  • Oracle Financials Applications
  • Oracle Applications
  • Oracle Fusion Middleware
  • Oracle E-Business Suite
  • Oracle Business Intelligence
Khawar S.

Rawalpindi, Pakistan

$18/hr
4.7
17 jobs

Medical Biller PRO | Payment Poster | Eligibility Verification | AR and Denial Management | Rejections Specialist | Credentialing | Coding and Audits| EMR I Professional Medical Licensing Analyst - More Than 10 years Experience - Proficient in medical billing, coding, and credentialing processes. - Expertise in accurate submission of claims, payment posting, and denial management. - Skilled in medical coding across various specialties. - Experienced in provider credentialing with insurance companies. - Utilize advanced billing software for streamlined operations. - Committed to compliance and staying updated with industry regulations. I have more than 10 years experience in Medical Billing, Coding and Credentialing field. Following services are included; HCFA, Demographic Entry, Charge Entry, Payment Posting, Reviews and Rejection, Patient Payment Maintenance. Denial Management. Now I'm working Advanced MD, E clinical works and Kareo software.I can work on any billing software. Credentialing Includes: Apply for NPI Medicare and Medicaid Credentialing Applications Submission and Follow up All Commercial Payers Application submission and Follow up Group, Providers, Home Health Agencies, and DME Credentialing With your desirable payers. Apply Medical License in multiple states Coding Services: (Have a team of Certified coders) Office coding Medical, surgery, and home health coding Do Core coding as well, Complete Medical Billing -RCM Services Benefits and eligibility verification Prior and retro Authorization • Patient Demographic Entry. • Charge entry – All Specialties. • Payment Posting (Manual and Electronic) • Denial/rejections analysis, re-billing. Denial Management: • Correspondence and research of denied EOB's to validate the determination or else arrive at corrective measures. • Research the denials and work the client’s office and the insurance company to fix the problems and to get paid. Working Knowledge In Software’s: Isalus OfficeAlly Intergy Criterions Advanced MD All scripts Centricity Thera bill Webpt Charm EHR Nextgen E clinical Works

  • Medical Billing & Coding
  • Medical Records Research
  • Medical Records Software
  • Accounts Receivable
  • Google Sheets
  • HIPAA
  • EMR Data Entry
  • Healthcare Common Procedure Coding System
  • Insurance Verification
  • ICD Coding
  • Account Reconciliation
  • eClinicalWorks
  • Electronic Medical Record
  • Data Analysis
  • Report Writing

How it works

Post a job for freePost a job

Tell us what you need. Create your own job post or generate one with AI then filter talent matches.

Hire top talent fast

Consult, interview, and hire quickly, so you can meet the freelancers you're excited about.

Collaborate easily

Use Upwork to chat or video call, share files, and track project progress right from the app.

Payment simplified

Manage payments in one place with flexible billing options. Only pay for approved work, hourly or by milestone.

Don't just take our word for it

What does an eMoney advisor emX specialist do?

An eMoney advisor emX specialist configures the technical infrastructure of the eMoney platform to support financial advisory firms and their clients. This role focuses on setting up enterprise-level settings, managing data integrations, and customizing the user experience for advisors. The specialist ensures that client financial data flows accurately into the system through secure connections and automated feeds. They also tailor planning tools and reporting templates to match the specific branding and compliance needs of the firm.

  • Configure the eMoney platform settings to align with enterprise requirements, including custom branding, legal disclosures, and report templates. This work involves selecting and publishing specific report formats that advisors share with clients during presentations or through client portals. The specialist adjusts the visual and functional elements of the platform to reflect the firm’s identity while maintaining compliance with regulatory standards. These configurations ensure that every client interaction reflects the firm’s professional image and adheres to internal policy guidelines.
  • Set up and maintain data feeds that populate client accounts, holdings, and transactions within the eMoney system. This process includes configuring direct feeds via flat files or web services APIs, as well as managing client connections through the Connections console. The specialist maps data fields correctly to ensure accurate aggregation of financial information from various custodians and partners. Regular updates to these mappings occur during scheduled platform upgrades to prevent data loss or synchronization errors.
  • Implement security protocols and access controls, such as single sign-on (SSO) integration, to streamline login processes for advisors and clients. This task involves coordinating with IT teams to connect the eMoney platform with the firm’s existing identity management systems. The specialist defines credential policies and permission levels to protect sensitive financial data while allowing appropriate access for different user roles. Secure access configuration reduces friction for users while maintaining strict adherence to cybersecurity best practices.
  • Enable and customize planning modules, such as cash-flow analysis and estate planning tools, within the Decision Center. The specialist tailors these experiences to meet the specific workflow needs of advisors, ensuring that complex financial scenarios generate clear and actionable outputs. This setup allows advisors to model different financial strategies and present them effectively to clients. Proper configuration of these tools enhances the advisory process by providing robust analytical capabilities directly within the platform.
  • Manage integrations with third-party partner systems, such as customer relationship management tools or market data providers. This work supports bi-directional data sharing, allowing information to flow between eMoney and other essential business applications. The specialist tests these connections regularly to verify that data transfers occur without interruption or corruption. Effective integration setup eliminates manual data entry tasks and improves overall operational efficiency for the advisory team.

How to hire an eMoney advisor emX specialist on Upwork

Step 1: Post a job

Define your platform configuration needs clearly so candidates understand the technical scope. Use the Job Post Generator powered by Uma™, Upwork's Mindful AI to draft a precise description in seconds. Describe your requirements for data feeds or integrations, and Uma writes a tailored post for this role. You can publish the new draft immediately, update a saved version, or reuse an existing template.

  • Specify whether you need direct feed setup via APIs or flat files to populate client account data accurately.
  • List required partner integrations such as Salesforce or Redtail to support bi-directional data sharing.
  • Detail security expectations including single sign-on configuration and specific access policies for advisors.

Step 2: Evaluate candidates

Look for proof of enterprise-level platform setup rather than basic user experience. Uma runs instant video interviews and builds shortlists with side-by-side comparisons to highlight relevant expertise. Focus on candidates who demonstrate deep knowledge of the emX product suite architecture.

  • Review portfolios for examples of customized report templates and legal disclosures published for client use.
  • Verify experience configuring Decision Center tools and estate planning modules within the platform.
  • Check for documented success in mapping complex data feeds from custodians to the eMoney system.

Step 3: Interview your top choices

Discuss technical approaches to data integrity and system security during your conversations. Schedule and conduct these interviews within Upwork Messages to receive an immediate transcript and summary after each session. Ask specific questions about their workflow for handling platform upgrades.

  • Ask how they troubleshoot broken data connections or failed API transfers during scheduled maintenance windows.
  • Discuss their method for testing new branding elements before pushing changes to the live advisor portal.
  • Inquire about their process for validating cash-flow planning outputs against source data files.

Step 4: Agree on scope and begin work

Set clear milestones for configuration tasks and integration testing before work starts. Use Upwork Messages and the contract workroom for all communication and project management needs. Identity verification, payment protection, hourly tracking, and project funds keep the engagement secure.

  • Define deliverables such as configured SSO settings and enabled partner connections for specific third-party tools.
  • Establish a timeline for publishing selected report templates and updating legal disclosures for compliance.
  • Agree on criteria for accepting completed data feed mappings and verified client account population.

Upwork is not affiliated with and does not sponsor or endorse any of the tools or services discussed in this article. These tools and services are provided only as potential options, and each reader and company should take the time needed to adequately analyze and determine the tools or services that would best fit their specific needs and situation.

The rates and information provided in this article are based on current data and industry sources available at the time of publication. Freelance rates can vary depending on factors such as experience, location, project scope, and market conditions. Readers are encouraged to conduct their own research to confirm current rates and trends, as this information may change over time.

How much does hiring an eMoney advisor emX specialist cost?

Hiring an eMoney advisor emX specialist typically costs $500-$2,000 per project, depending on scope and experience. Final pricing depends on the complexity of platform configuration, required integrations, data feed setup, security policies, and the freelancer's experience level.

Platform branding and report setup

$500-$1,000/project

Entry-level to mid-level
  • Applied firm logos, colors, and custom disclosures to the client portal
  • Selected and published standard report templates for advisor use
  • Documented steps to verify branding and report visibility

Data feed configuration

$1,000-$2,500/project

Mid-level
  • Configured direct feeds via file or API to populate client accounts
  • Established client connections through the Connections console
  • Verified accuracy of holdings and transaction data imports

SSO and security implementation

$2,500-$4,500/project

Mid-level to senior-level
  • Configured single sign-on for advisor and client portal access
  • Defined credential rules and login security settings
  • Tested user roles and permission levels for compliance

Partner integration setup

$4,500-$7,000/project

Senior-level
  • Integrated partner tools such as Salesforce or Redtail for data sharing
  • Enabled automatic data flow between eMoney and external systems
  • Confirmed successful data exchange and error handling

Planning module customization

$7,000-$12,000/project

Expert-level
  • Tailored Decision Center and estate planning tools for firm workflows
  • Adjusted cash-flow assumptions and planning parameters
  • Created guides for advisors to use customized planning features

Frequently asked questions

Is hiring an eMoney advisor emX specialist worth it?

For most businesses, yes: hiring an eMoney advisor emX specialist is worthwhile. This role handles complex platform configuration and data-feed setup that general financial staff often lack the technical expertise to manage. A specialist configures integrations and security settings correctly from the start, which prevents data errors and reduces manual work for advisors.

How do I evaluate eMoney advisor emX specialist candidates?

Look for candidates who describe specific experience configuring direct data feeds via APIs or flat files within the eMoney platform. Ask them to explain how they mapped client holdings during a previous integration project to verify their technical understanding of the Connections console.

What tasks does an eMoney advisor emX specialist handle?

An eMoney advisor emX specialist configures platform branding, sets up single sign-on access, and manages data feeds for client accounts. They also publish report templates and tailor planning modules like estate or cash-flow tools for advisor use.

Which integrations can an eMoney advisor emX specialist set up?

These specialists configure partner connections such as Salesforce, Morningstar, and Redtail to support bi-directional data sharing. They ensure these integrations align with your firm’s security policies and single sign-on requirements.