Patient Financial Counselor

Job Description

A Financial counselor serves as the liaison between the patient and the practice by coordinating payments, assisting with financial responsibilities, and ensuring compliance with insurance policies.

Primary Job Duties & Responsibilities

• Maintain open communication with insurance companies regarding pre-certification and prior authorization processes.
• Review patient schedules and treatment plans to establish financial responsibility.
• Monitor and update patient insurance benefits in EMR and billing software.
• Communicate with providers, nursing staff, and other departments to discuss financial responsibilities.
• Work with external entities to ensure timely completion of forms and documentation.
• Assist patients with financial aid applications and grant-funded programs.
• Ensure compliance with federal and state laws related to patient care, billing, and collections.
• Perform other duties as assigned.

Job Qualifications And Requirements

• Education: High school diploma or GED required. Further education or degree preferred.
• Certifications/Licenses: Minimum of two years prior experience in healthcare field, preferably in a clinical or business office setting required. Prior experience in customer service, medical terminology, insurance verification, and pre-certification/prior authorization is beneficial.
• Experience: Excellent verbal and communication skills, proven insurance knowledge, including medical terminology, ICD9, ICD10, and CPT codes, cash handling, and monetary collection experience.
• Core Capabilities: Critical thinking, problem-solving, analysis, decision-making, planning, time management, and organizational skills. Detail-oriented with independent judgment. Interpersonal effectiveness, including diplomacy, tact, conflict management, and teamwork. Communication skills, including oral and written, active listening, and balanced feedback. Customer service and organizational awareness, including strong customer focus, business and political acumen, collaboration, and partnerships. Self-management, including time management, stress management, and professional development. Computer proficiency in MS Office.

Standard Core Workdays/Hours

Monday to Friday, 8:00 AM – 5:00 PM. Occasional overtime and weekend shifts based on location hours and operational needs.