Financial Counselor
About The Position
The Financial Counselor will be responsible for communicating with patients and insurance companies regarding financial issues, payment options, medical coverage, and assistance programs. This role requires understanding and compliance with HIPAA laws and regulations, documenting and reporting payment information, and educating patients on their financial options. The Financial Counselor will also negotiate payment arrangements, process forms, review patient bills in Athena, and update patient insurance information. Critical thinking, problem-solving, and teamwork are essential for this position.
Requirements
- Must have a High School Diploma or equivalent.
- 1+ years medical collections experience.
- 1+ years customer service experience.
- 1+ years medical office or hospital setting.
Nice To Haves
- Bilingual-Spanish/English a plus
Responsibilities
- Communicate with patients and insurance companies on the phone in a professional manner.
- Answer calls regarding financial issues, payment options, medical coverage, and assistance programs.
- Understand and comply with HIPAA laws and regulations.
- Document and report all payment information.
- Educate and train patients about their payment options and financial assistance opportunities.
- Negotiate patient payment arrangements.
- Review and process all patient and insurance company forms.
- Review patient bills in Athena and explain basic information for collections.
- Update patient insurance in Athena for rebilling of claims and send email to PRD team to complete action with detail instructions if available.
- Be a critical thinker and ask necessary questions to bring resolution to patient issue.
- Understand CareCredit and explain its benefits to patients as a payment option.
- Complete call notes on all calls taken and open cases when account will need escalation to PRD or to Management.
- Understand the payment plan protocols and adhere to them.
- Utilize resources to determine patient coverage/benefit levels for surgical procedures.
- Provide patients with estimates prior to schedule procedure day.
- Act immediately to any urgent issues and work with team to bring resolution for positive patient experience and revenue collections.
- Work effectively as a team unit to achieve department and company goals.
- Follow company core values in all aspects.
- Be accountable for work production accuracy.
- Other duties as assigned by immediate supervisor or company directive.
- Requires regular and consistent attendance.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
