Financial Counselor

Diabetes & Glandular Disease Clinic, P.A.•San Antonio, TX

About The Position

The Financial Counselor provides financial counseling to patients and works closely with the billing supervisor to support timely claim and account follow-up. The role communicates with patients about charges and balances, assists with payment arrangements, and provides front-desk and scheduling support related to outstanding balances.

Requirements

  • High school diploma or equivalent.
  • Minimum of 1–2 years of experience in an administrative medical office setting.
  • Computer literacy.
  • Ability to deal with patients and visitors of varying temperaments with proper decorum.
  • Excellent organizational skills.
  • Knowledge of medical terminology.
  • Excellent verbal and written communication skills.
  • Excellent customer service skills.

Nice To Haves

  • Athena experience preferred.
  • Bilingual in English and Spanish desired.

Responsibilities

  • Make and answer telephone calls from patients and insurance companies regarding balances and disputes.
  • Collect and process credit card payments for patient balances daily.
  • Assist patients at the front desk and answer calls to schedule patients regarding outstanding balances prior to appointments.
  • Review insurance benefits and patient responsibility.
  • Discuss payment arrangements with patients for outstanding balances.
  • Maintain strict confidentiality and adhere to HIPAA guidelines and regulations.
  • Perform other duties as assigned.
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