University of Oklahoma Medical Center Financial Counselor II (Hybrid)

About the role

The Financial Counselor II at the University of Oklahoma Medical Center provides financial guidance and support to patients by reviewing insurance coverage, estimating patient financial responsibility, and assisting with payment arrangements and financial aid applications.

Responsibilities

• Review EMR and visit in-house patients to collect estimated patient portion amounts.
• Obtain and verify patient insurance information and update medical records accordingly.
• Provide financial counseling to patients - explaining insurance benefits, payment options, and financial responsibilities.
• Aid patients with payment arrangements, charity applications, and Medicaid/state aid applications.
• Maintain patient financial status to ensure accounts are within acceptable limits.
• Post Emergency Room and Patient Access deposits into the system.
• Enter insurance information into EMR and update system notes.
• Provide estimates to patients and physicians as requested.
• Cook with case management and insurance verification departments for concurrent certification.
• Receive and receipt payments in accordance with internal cash control procedures.
• Aid patients with obtaining financial resources for prescriptions through pharmaceutical grants and aid programs.
• Act as a patient advocate when communicating with insurance carriers or financial institutions.
• Review outstanding insurance claims and coordinate follow-up with billing staff.
• Prepare medical necessity letters and process related documentation.
• Maintain insurance files and stay updated on changes.
• Diffuse minor issues and escalate major concerns to senior leadership.
• Maintain professional image and deliver excellent customer service.
• Attend mandatory training and demonstrate knowledge of safety and compliance protocols.
• Handle complex insurance verifications and pre-authorizations.
• Maintain effectiveness of patient flow and ensure compliance with safety and regulatory standards.
• Educate staff on procedural changes and updates.
• Relieve staff during absences and ensure coverage.
• Assume charge responsibility in the absence of management.
• Precept new employees and acts as a mentor to others.
• Ensure compliance with departmental policies and procedures.
• Support management with special projects and reporting as needed.

Qualifications

• High School Diploma or GED required.
• 3 or more years of experience in Patient Access, healthcare, or billing required.
• Certified Revenue Cycle Representative (CRCR) issued by the Healthcare Financial Management Association (HFMA) or Certified Healthcare Financial Professional (CHFP) issued by HFMA required within 180 days of hire.

Skills

• Advanced verbal and written communication skills.
• Advanced interpersonal skills and ability to handle sensitive situations tactfully.
• Advanced ability to work collaboratively across departments.
• Advanced knowledge of HIPAA regulations.
• Ability to interpret business and policy documents.
• Understanding and sensitivity to patient needs.

Benefits

OU Health offers a comprehensive benefits package, including PTO, 401(k), medical and dental plans, and many more. We know that a total benefits and compensation package, designed to meet your specific needs both inside and outside of the work environment, create peace of mind for you and your family.