Financial Counselor

About the role

The Financial Counselor evaluates scheduled patient visits to identify and resolve funding/coverage issues, assist in applying for Medicaid, disability, financial assistance, insurance coverage, or resources to cover out-of-pocket costs for MUSC Health services, and provide patients with copayments, deductibles, or deposits to be paid before services are rendered.

Responsibilities

• Evaluate scheduled patient visits to identify and resolve funding/coverage issues
• Assist patients in locating billable insurance coverage, including screening for potential Medicaid eligibility, SSA disability, and/or charity applications
• Notify patients of copayments, deductibles, or deposits prior to services being rendered and collect when applicable
• Provide estimations using the fee estimation tool in Epic
• Aid in the processing of Financial Assistance Program applications
• Obtain and record accurate patient data
• Absorb and comply with all federal and state regulations, including informing patients about available programs (FAP, Cobra)
• Work closely with internal and external peers and communicate at a high level of professionalism
• Interact with state workers and external partners to accomplish work efforts
• Ensure that all patients are appropriately processed and worked for financial counseling
• Understand and interpret credit bureau data
• Communicate effectively, both formally and informally
• Meet departmental established expected metrics for working accounts assigned to patient WQ’s in Epic
• Comply with all MUSC Health Policies and Procedures

Requirements

• High school diploma with two (2) years customer service/collections experience, or bachelor’s degree and one year customer service/collections experience
• Knowledge of medical terminology, and knowledge/understanding of health insurance preferred
• Proficient in Microsoft Word and Excel, with knowledge of Epic preferred
• Punctual and dependable, with excellent interpersonal and oral and written communication skills
• Good organizational skills and strong initiative to be goal-oriented
• Professionalism and continuous self-improvement

Qualifications

• Work independently with minimum supervision
• Excellent interpersonal, written, and oral skills
• Ability to analyze, determine necessary steps to provide expected outcomes, and follow through with actions

Skills

• Understanding and interpretation of credit bureau data
• Strong communication skills, both formal and informal

Benefits

• Health, dental, vision, and life insurance
• Employer-sponsored retirement plan
• Paid time off and extended sick leave
• Paid parental leave
• Disability insurance plan options
• Continuous professional and clinical training
• Competitive pay
• Annual merit increase
• Wellbeing resources
• Tuition reimbursement
• Employee perks and discounts
• Employee referral program
• Certification incentive program

Physical Requirements

• Continuous requirements to perform job functions while standing, walking, and sitting
• Ability to bend at the waist, kneel, climb stairs, reach in all directions, fully use both hands and legs, possess good finger dexterity, perform repetitive motions with hands/wrists/elbows and shoulders, reach in all directions
• Maintain 20/40 vision corrected, see and recognize objects close at hand and at a distance, work in a latex-safe environment, and work indoors
• Frequently lift and/or carry objects weighing up to 20 lbs unassisted
• Lift from 36" to overhead 15 lbs
• Frequently work in dusty areas and confined/cramped spaces