Financial Counselor

Westchester Medical Center•Valhalla, NY

About The Position

The Financial Counselor evaluates patient eligibility for government programs for uninsured and underinsured patients and applies a strong understanding of patient registration and insurance verification. The role reviews daily inpatient, emergency room, surgery, and outpatient private-pay admissions; screens patients for program eligibility; and helps patients resolve benefit, eligibility, and payment matters. The counselor documents patient accounts, coordinates with hospital staff and agencies, and supports positive patient outcomes while maintaining patient confidentiality and a professional demeanor.

Requirements

  • High school diploma or GED.
  • Knowledge of medical insurance, including Medicare, commercial insurance, HMOs, and PPOs.
  • Knowledge of EMTALA regulations and hospital billing and collection processes.
  • Ability to work independently and pay attention to detail.
  • Ability to prioritize and communicate with associates and patients.
  • Public relations skills and ability to de-escalate patients in distressing situations.
  • Professional demeanor and attire; reliability and dependability for the assigned work schedule.
  • Willingness to develop and/or improve public speaking skills.
  • Excellent writing and communication skills.
  • Knowledge of medical terminology.
  • Adherence to HIPAA rules and regulations regarding patient privacy and confidentiality.
  • Willingness to complete continuing education and training requirements.

Nice To Haves

  • One year of experience in a hospital revenue cycle role.
  • Associate’s degree.
  • CAC certification.

Responsibilities

  • Greet patients and families positively and promote the organization’s mission, vision, and values.
  • Review daily inpatient, emergency room, surgery, and outpatient private-pay admissions to determine eligibility for government programs.
  • Screen and clear patients in the emergency room, at the hospital bedside, or in outpatient registration to obtain cash payments and complete eligibility processes.
  • Interview patients and/or family members and record and maintain complete account documentation.
  • Assist patients with coordination of benefits and eligibility issues, financial and insurance forms or applications, and payment arrangements.
  • Notify case management, social services, and admission staff of case-screening determinations verbally and in writing.
  • Calculate and collect cash payments as appropriate and help gather data for financial reporting.
  • Set up payment arrangements according to WMC guidelines and discuss and collect outstanding balances.
  • Assist with patient registration and/or admission when needed.
  • Maintain knowledge of programs offered by the WMCHealth network.
  • Build relationships and collaborate with hospital personnel and agencies to support positive patient outcomes.
  • Complete additional related tasks as assigned.
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