Financial Counseling Specialist

Ensemble Health Partners • Green Bay, WI

2d • Onsite

About The Position

The Inpatient Financial Counseling Specialist educates patients about their benefits and validates coverage, authorization, and financial liability. The role involves face-to-face discussions with inpatients about estimated liabilities for inpatient, observation, and outpatient-in-a-bed services, and assessing and collecting copayments, deductibles, coinsurance, prior balances, and amounts owed after financial assistance. The specialist reviews patient insurance and financial information, works within Ensemble Health Partners’ policies and processes, and meets applicable regulatory and compliance requirements.

The specialist completes registration and patient-access tasks, supports insurance eligibility and Medicaid or charity processing, and helps confirm that patients have a valid payer source and required authorization for their current stay. The role also includes patient follow-up by phone and post-discharge letters, collecting registration-related consents and forms, monitoring missed collection opportunities, and assisting with outpatient orders and eligibility-related census reviews. The position is onsite at HSHS - St. Mary's Hospital in Green Bay, Wisconsin, and may require nights, weekends, and holidays as necessary.

Requirements

• High school diploma or GED.
• Obtain the Certified Revenue Cycle Representative (CRCR) certification within six months of hire; certification is company-paid.
• Must be able to work onsite at HSHS - St. Mary's Hospital in Green Bay, Wisconsin.
• Must be authorized to work and reside in the United States.

Nice To Haves

• At least one year of customer service experience.
• Inquisitiveness and openness to innovation, including AI, to explore better processes and improve patient and client experiences.

Responsibilities

• Assess and collect patient liabilities, including copayments, deductibles, coinsurance, previous balances, and balances after financial assistance.
• Review patient insurance and financial information to determine liability and explain inpatient benefits face to face.
• Collect estimated patient liability from patients during their stay.
• Perform patient registration and pre-registration tasks, including attempting to collect financial liability at or before the date of service.
• Assist with daily in-house call reviews to validate payer sources and authorization for patients’ current stays.
• Work assigned patient-access, insurance-eligibility, and follow-up reports.
• Monitor missed collection opportunities and identify potential process improvements and follow-up needs.
• Make at least three room-visit attempts each day when a patient was preoccupied during earlier attempts.
• Document patient-liability accounts daily.
• Call patients who are unable to pay while in-house and send post-discharge letters detailing estimated liability and payment options.
• Obtain signatures for consent to treat, observation, Important Message from Medicare, and other applicable registration forms.
• Assist eligibility specialists with insurance verification, Medicaid and charity processing, and other assigned tasks.
• Run a daily census to identify patients with potential eligibility.
• Assist with collecting and organizing outpatient orders for future and current service dates using Revenue Cycle system queues.

Benefits

• Bonus incentives and quarterly and annual incentive programs.
• Company-paid CRCR certification.
• Tuition reimbursement.
• Comprehensive benefits, including healthcare, time off, retirement, and well-being programs.
• Professional development and career advancement opportunities.

What This Job Offers

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