BASIC PURPOSE:To provide excellent customer service to all patients and act as the liaison between CDC the patient and the patient’s insurance company. The Financial counselor will support the business office, by confirming, verifying and assisting in the maintenance of active medical insurance for all patients receiving services at CDC. *Internal Applicants Only
ESSENTIAL RESPONSIBILITIES:
Pre access duties to include but are not limited to, patient intake and insurance verification. Meeting with patients on a monthly basis to obtain updated insurance information and to confirm the existence of medical insurance.
To discuss coverage options based on the individual needs of each patient.
To document thoroughly all and/or any attempts made to obtain insurance or maintain the patients’ current insurance
To discuss the financial ramifications of noncompliance with patients
To discuss the payment options for outstanding balances, payment plans, charity applications, etc.
Reviews treatment schedule to identify patients with large balances or patients with little to no insurance coverage
Assists patient with coverage obstacles, i.e. help with completing Medicaid application, and/or accompanying the patient to a social security office to discuss Medicare coverage options.
Identifying patients with financial needs and working with the social workers to obtain grants for assistance with premium payments
Acts as a liaison between the patient and the business office
Tracks and documents each patient issue obtaining resolution within 48 hours
Participates in special projects and effectively cross-covers in areas as requested by the supervisor/manager
Develops and maintains professional financially responsible relationship with patients in their purview
Supports all financial counselors and clinical staff, i.e. social workers to protect the financial health of patients by, performing monthly meetings with financial counselors to ensure all partially insured patients are advised of opportunities to become fully covered
Manages and supports patients that require authorizations
Coordinates all patient requests for travel
Ensures all ambulatory patients with Medicaid coverage that want transportation to treatment are on file with the county and completed schedules for treatment are provided to the county monthly
EDUCATION, EXPERIENCE, TRAINING:
A Bachelors’ Degree is preferred. 5 years of experience with managed care, federal (Medicare) and state (Medicaid) governed medical programs, and/or commercial insurance will be accepted in lieu of a bachelors’ degree.
Knowledge of patient accounts, including collections, billing, claims adjudication and follow up, insurance regulations and reimbursement methodology is required.
Previous customer service experience required, patient related contact preferred
Must be proficient in excel and other office products
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