Financial Counselor

About Us

Palmetto Infusion provides comprehensive ambulatory and home-based infusion services to both acute and chronically ill patients. Our centers care for people by providing patients and their families with a convenient, affordable, and safe place to receive infusion treatments. We strive for more than personal service – always delivering a warm and attentive health care experience that boosts patients’ state-of-mind, improves their health, and quality of life. At Palmetto Infusion, we believe in creating an experience that goes beyond just a job. It's about being part of something bigger than yourself - a connected group of caretakers who work together to restore health and hope to our patients. We call it The Palmetto Experience, and we believe it's what sets us apart from other employers.

For our employees, The Palmetto Experience means we serve and support people in our purpose to restore health and hope, we build a culture of belonging and collaboration, we deliver on our promise to treat people with respect and empathy, and we strive to embrace change and search for new opportunities.

About the Role

The Financial Counselor functions as the financial liaison for patients. Their role is to aid patients in obtaining and maintaining any available funding assistance for their treatment as well as ensure collection of the patient’s financial responsibility. The Financial Counselor is responsible for monitoring the patient’s account throughout their therapy to maintain low outstanding balances and ensure enrollment in assistance programs.

Minimum Qualifications

• 1 year of healthcare experience or customer service experience
• High school diploma or equivalent
• Proficient at partner programs (i.e.: MS Outlook, Word, Excel)
• Ability to cope with ambiguous, changing environment while under pressure in a calm manner
• Must be able to work as a team member and develop productive and cooperative working relationships with all members of the Palmetto Infusion team

Essential Functions

• Provides timely acceptance and completion of referrals
• Accurately calculates and quotes patient pay responsibility through coordination of benefits, evaluating copay structures, and completing a comprehensive insurance benefits summary review
• Monitors and coordinates collection of patient payments
• Aids patients in the enrollment and re-enrollment process for copay or grant assistance programs
• Monitors funding resources and on-going patient eligibility in assistance programs
• Evaluates patients’ eligibility for free-drug or ship-in drugs
• Assists with obtaining financial hardship information for evaluation
• Performs financial call to new or established patients
• Ensures appropriate documents are up to date and present in patient’s medical record
• Completes Insurance Benefit Summaries (IBS) and forwards to appropriate clinic locations/staff
• Completes Advance Beneficiary Notices (ABN) when required and explains to patient why it is required
• Participates in the orientation of other staff as requested
• Utilizes the EMR software exclusively for the purposes of communicating and documenting patient information
• Knowledge of Insurance Terms, such as: copay, coinsurances, and deductions
• Takes initiative to present ideas and suggestions for process improvements to the team lead, supervisors, and management
• Maintains knowledge and proficiency in medical practices through continuing education, staff meetings, and workshops
• Performs other duties and projects as assigned

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the primary functions of this job. While performing the duties of this job, the employee may be required to frequently stand, walk, sit, bend, twist, talk, and hear. There may be prolonged periods of sitting, keyboarding, reading, as well as driving or riding in transport vehicles. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include reading, distance, computer, and color vision. Talking and hearing are essential to communicate with patients, vendors, and staff.

Other All employees must uphold the confidentiality of protected health information and follow all HIPAA policies. This position has access to sensitive information and a breach of information may be grounds for immediate termination.