Financial Counselor

About the role

The Financial Counselor is responsible for meeting with patients/guarantors to seek and apply for healthcare funding and review payment options. Duties include cashiering, customer service, and managing patient accounts.

Responsibilities

• Meet with patients/guarantors for financial counseling and payment options
• Perform cashiering and customer service functions
• Assist patients in completing applications for funding sources
• Calculate patient liabilities and establish payment plans
• Counsels patients/guarantors on financial liability, third-party payer requirements, and outside financial resources
• Analyzes financial and eligibility data to determine potential eligibility for government programs
• Works with contracted vendors/agencies to qualify applicants
• Provides pricing estimates and communicates pre-service patient liability
• May serve as a notary public and liaison for various departments
• Performs cashiering functions and prepares patient accounts for billing
• Provides customer service functions such as responding to inquiries and generating itemized bills

Requirements

• 1 year of experience in a hospital or clinic environment, insurance company, managed care organization, or financial service setting
• Associate’s degree preferred
• Notary public credentials preferred
• Knowledge of insurance and governmental programs, regulations, and application processes
• Working knowledge of medical terminology desirable
• Data entry skills (50-60 keystrokes per minute)
• Basic computer skills preferable
• Accuracy, attentiveness to detail, and time management skills
• Ability to set and organize work priorities and adapt to frequent changes
• Comfortable operating in a collaborative, shared leadership environment
• Knowledge of insurance payer regulations and requirements
• Knowledge of revenue cycle components
• Ability to impact the overall process positively

Qualifications

• Excellent problem-solving skills
• Excellent communication (verbal and written) and organizational abilities
• Positive relationships with clinical staff
• Ability to work concurrently on a variety of tasks/projects in a stressful environment
• Comfortable with physical demands, including regular walking, standing, stooping, bending, sitting, and lifting light weight objects
• Ensures patient safety by authenticating patient identity throughout all essential functions
• Maintains a working knowledge of applicable laws and regulations
• Meets or exceeds established customer service, productivity, and quality standards

Skills

• Financial counseling
• Customer service
• Payment processing
• Medical terminology
• Data entry
• Computer skills
• Problem-solving
• Communication
• Time management
• Collaboration
• Legal compliance

Benefits

Not specified

Pay

Not specified

Schedule

Variable, full-time, 40 hours per week