Financial Counselor Patient Access

Mount Sinai Medical Center•Miami Beach, FL

1d•Onsite

About The Position

The Financial Counselor is responsible for analyzing patient accounts to identify reimbursement opportunities, collecting self-pay balances, and establishing payment arrangements in accordance with organizational policies. This role supports timely reimbursement by reviewing high-dollar and in-house accounts, coordinating outside funding referrals, and assisting with eligibility and charity determinations. The Financial Counselor maintains compliance with HIPAA, COBRA, and EMTALA guidelines, documents all account activity accurately, and collaborates with patients, guarantors, clinical teams, and external agencies. The position requires flexibility, cross-training across Patient Access areas, and a strong commitment to productivity, customer service, and regulatory compliance.

Requirements

Must be bilingual English and Spanish
High School Graduate
2-5 years experience working in office environment.
2-5 years experience in registration, collections, and insurance verifications.

Responsibilities

Reviews census report daily and analyze accounts to find and pursue all avenues of reimbursement.
Collects self-pay balances on all in-house patients, establishes payment arrangements according to policy and determines cases for outside funding referrals.
Advises manager of payment problems and insurance company, attorney or other third party requests for negotiation.
Reviews in-house high dollar accounts on the census report weekly for appropriate follow-up to ensures timely reimbursement.
Maintains productivity and cash goals as set by manager.
Maintains a working knowledge of collection guidelines, HIPPA, Cobra and EMTALA guidelines.
Attends all corporate compliance programs and seminars/educational programs that maintain an awareness of laws and regulations affecting the department.
Maintains courteous and cooperative working relationships with all levels of management, employees, physicians, patients and guarantors and the general public.
Refers patients and guarantors to sources of outside funding.
Assists with eligibility determination process by coordinating referrals between the social workers, agency representatives and guarantors.
Evaluates guarantor's ability to pay.
Prepares and recommends accounts for charity or bad debt for management review.
Documents all activity from phone calls, walk-ins and correspondence on assigned accounts daily.
Must be able to adjust schedule to department and patient needs.
Presents a well groomed professional image.
Keeps own work area and common are clean and well organized.
Researches all accounts assigned by the manager/director in a timely manner.
Research Search America for correct processing of patients for Financial screening.
Complete all charity applications for financial approval by the Business Office.
The individual is “cross-trained” to perform duties across various areas of Patient Access (i.e. CCC, ED, Ambulatory, etc.).
Is available to cover different times/areas as assigned.
Shadows new employees
The employee is flexible to work outside their regular schedule( dates/time).