Financial Counselor

TSAOG Orthopaedics & Spine•San Antonio, TX

2d•Onsite

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 position involves negotiating payment arrangements, processing forms, reviewing patient bills in Athena, and updating patient insurance information. Critical thinking, problem-solving, and teamwork are essential for resolving patient issues and achieving department goals.

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 an account needs escalation to PRD or Management.
Understand and adhere to payment plan protocols.
Utilize resources to determine patient coverage/benefit levels for surgical procedures.
Provide patients with estimates prior to scheduled procedure day.
Act immediately on any urgent issues and work with the 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 predictable and consistent attendance.