Oklahoma Children's Hospital Financial Counselor II

OU Health•Oklahoma City, OK

About The Position

The Financial Counselor II provides financial guidance and support to patients by reviewing insurance coverage, estimating patient financial responsibility, and assisting with payment arrangements and financial aid applications. The role also serves as a resource and role model for staff, supports training and onboarding, monitors team performance, and facilitates communication between staff and leadership to promote operational excellence.

Requirements

High school diploma or GED required.
At least 3 years of experience in Patient Access, healthcare, or billing required.
Obtain Certified Revenue Cycle Representative (CRCR) from HFMA or Certified Healthcare Financial Professional (CHFP) from HFMA within 180 days of hire.
Advanced verbal and written communication skills.
Advanced interpersonal skills and ability to handle sensitive situations tactfully.
Ability to collaborate across departments.
High level of confidentiality and professionalism.
Proficiency in finance, mathematical computations, and PC applications such as Word and Excel.
Advanced organizational and time management skills.
Detail-oriented and able to work under pressure.
Advanced knowledge of HIPAA regulations.
Ability to interpret business and policy documents.
Understanding and sensitivity to patient needs.

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.
Explain insurance benefits, payment options, and financial responsibilities to patients.
Assist patients with payment arrangements, charity applications, and Medicaid/state aid applications.
Monitor and 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.
Coordinate with case management and insurance verification departments for concurrent certification.
Receive and receipt payments in accordance with internal cash control procedures.
Help patients obtain prescription financial resources through pharmaceutical grants and aid programs.
Advocate for patients 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 a 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 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 mentor others.
Ensure compliance with departmental policies and procedures.
Support management with special projects and reporting as needed.
Perform other duties as assigned.