Financial Counselor

PURPOSE STATEMENT   

This position is responsible for serving as a patient advocate by helping patients understand their financial obligations and identifying solutions that support timely payment while maintaining access to care.

ESSENTIAL FUNCTIONS  

• Use AIDET when greeting patients/customers either on the phone or in person.
• Verify insurance coverage and eligibility.
• Generate and communicate patient estimates prior to their scheduled appointment.
• Screening patients for Financial Assistance.
• Advising patients of any CoPays, Coinsurance and/or Deductible amounts and requesting deposits prior to their scheduled appointments.
• Providing patients with different payment plan options including payment plans with Clear Balance.
• All messages left before 3:30PM Monday through Friday must be returned within 2 hours.
• Assist departments and clinics with questions regarding cost of services.
• Handle inquiries from patients/customers as needed after identification has been verified.
• Assist co-workers as needed/requested.
• Maintain a positive rapport with all customers.
• Appropriately handles telephone and email communications.
• Support the Medical Center’s Mission/Vision/Philosophy positively.
• Maintain regular and predictable attendance.
• Perform other essential duties as assigned.

EDUCATION/EXPERIENCE/SKILL REQUIREMENTS 

• High school diploma or equivalent.
• Previous medical billing/collecting experience required, minimum of 1 year of experience preferred.
• Good understanding of Fair Lending guidelines and collection policies.
• Must be self-motivated and have the ability to work within the established policies, procedures and practices prescribed by the hospital/clinic.

PHYSICAL/MENTAL REQUIREMENTS 

• Must be able to sit and stand, intermittent 8 to 10 hours a day.
• Must be able to use standard office equipment, including the telephone and computer keyboard.
• Continuously works under pressure of near 100% accuracy while meeting inflexible deadlines.
• Continuously utilizes manual/bi-manual dexterity, near vision, speech, and hearing.
• Frequently stands, walks, sits and utilizes eye/hand coordination and color definition.
• Occasionally reaches above shoulder, regularly required to lift and/or carry up to 40 lbs.
• Occasionally walks on uneven surfaces.