Financial Counselor

Diabetes & Glandular Disease Clinic•San Antonio, TX

About The Position

The Financial Counselor provides financial counseling to patients and works closely with the billing supervisor to ensure timely claim and account follow-up. The role communicates with patients regarding charges and balances.

Requirements

  • High school diploma or equivalent.
  • Minimum of 1–2 years’ experience in an administrative medical office setting.
  • Computer literate.
  • Able to deal with patients or visitors of all 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.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service