Financial Counselor

David Lawrence Center•Naples, FL

39d

About The Position

Financial Counselor are responsible for providing financial guidance and support to Clients and families navigating mental health and substance use crises. The role involves working closely with Clients, care providers, and insurance companies to assess financial obligations, explain treatment costs, and help Clients explore funding options. FC's ensure that Clients understand their financial responsibilities while also offering compassionate support during what are often high-stress situations.

Requirements

High School Diploma or equivalent= required
Minimum of 2 years of experience in a healthcare setting, preferably in financial counseling or billing=Required
Strong understanding of, insurance processes, and financial assistance programs
Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly and compassionately
Ability to handle sensitive financial information with discretion and professionalism
Microsoft Office Suite

Nice To Haves

Associate's or Bachelor's Degree in Finance, Accounting, or a related field=preferred
Experience working with mental health or substance use treatment centers is a plus=Preferred

Responsibilities

Patient Financial Assessment:
Meet with patients and families to assess their financial situation.
Provide a clear explanation of costs related to mental health and substance use treatments.
Review and verify insurance coverage, including copayments, deductibles, and out-of-pocket expenses.
Financial Assistance:
Assist patients in applying for sliding scale programs.
Identify alternative funding sources, such as state, federal, or community assistance programs.
Insurance Liaison:
Collaborate with insurance companies to verify coverage and resolve billing issues.
Obtain pre-authorizations and ensure that all treatments are properly documented for insurance claims.
Crisis Support:
Provide empathetic support and financial counseling in a manner sensitive to the emotional and mental health needs of patients and their families.
Help reduce financial stress by providing clear communication and assistance during the crisis period
Documentation:
Maintain detailed records of patient insurance verifications, and payment agreements
Ensure confidentiality of patient financial information in compliance with HIPAA and other regulatory standards