Full-Time- Financial Advisor

Wilson Health • Sidney, OH

13d • Onsite

About The Position

Wilson Health is seeking a professional, compassionate, and detail-oriented Financial Advisor to join our Patient Accounts team. This position plays an important role in helping patients understand their financial responsibility, available payment options, and financial assistance programs. The ideal candidate will have previous experience in healthcare billing, patient accounts, collections, registration, or a related medical financial setting and will be comfortable discussing sensitive financial matters with patients in a professional and respectful manner.

Requirements

• High school diploma or GED required.
• Minimum of one year of experience or training in a medical, patient accounts, billing, or collections environment, or an equivalent combination of education and experience.
• Strong customer service and communication skills with a professional, friendly approach.
• Ability to discuss financial matters with patients and families with professionalism and sensitivity.
• Strong computer skills with the ability to navigate multiple systems and internet-based applications.
• Knowledge of Microsoft Excel.
• Knowledge of medical terminology.
• Accurate typing, data entry, and basic calculation skills.
• Strong organizational and prioritization abilities.
• Ability to analyze patient accounts and accurately document financial arrangements.
• Ability to adapt to changing priorities and work effectively in a fast-paced environment.
• Ability to communicate and collaborate effectively with patients, coworkers, departments, insurance companies, and outside agencies.

Nice To Haves

• Experience with Epic, Meditech, and Ohio Medicaid’s Presumptive Eligibility system preferred.
• Previous healthcare financial counseling, patient collections, registration, or revenue cycle experience is strongly preferred.

Responsibilities

• Contact patients regarding estimated costs for upcoming procedures and discuss pre-payment options.
• Review patient accounts and explain balances remaining after insurance or government payments.
• Counsel patients regarding payment options and available financial assistance programs.
• Establish patient payment plans according to Wilson Health policies.
• Arrange payment of deductibles prior to or on the day of scheduled and unscheduled procedures.
• Meet with patients during registration, admission, or prior to discharge when financial counseling is needed.
• Assist eligible patients with Charity Care and Care Assurance applications and maintain required documentation and records.
• Obtain Presumptive Eligibility through Ohio Medicaid for qualified patients.
• Assist Obstetric patients with payment arrangements through the Cradle Club.
• Answer incoming patient calls regarding account balances, billing concerns, and payment options.
• Process patient payments when applicable.
• Review accounts for appropriate referral to outside collection agencies.
• Process bankruptcies and assist with legal notices received from collection agencies.
• Identify patient overpayments and communicate findings to the Manager of Patient Accounts.
• Work closely with outsourced agencies regarding patient payments and financial assistance programs.
• Provide requested information to third-party insurance companies while ensuring appropriate authorization for release of information.
• Maintain accurate documentation while protecting patient confidentiality.

Benefits

• Access to Employer Direct Care Clinic. Free medical care and pharmacy services for eligible employees and dependents covered by Wilson Health's medical insurance plan.
• Generous paid time off (PTO) program beginning day one, designed to support work-life balance, rest, and time with family.
• Medical Insurance: Choose from two High - Deductible Health Plan (HDHP) options or a PPO plan, along with Dental and Vision coverage.
• HSA with employer contribution for eligible health plans; FSA for medical and dependent care expenses.
• Company-paid Life Insurance and Long-Term Disability Insurance
• Voluntary Accident, Critical Illness, and employee and dependent Life and AD&D Insurance.
• Industry-leading retirement plan – employer contributions begin day one with no waiting period for participation.
• Tuition Assistance Program
• Free access to an on-site gym, available 24/7

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED