Financial Counselor

#REF! • Fort Worth, TX

1d • Onsite

About The Position

Financial Counselor Bring your passion to Texas Health So We Are Better + Together Work Location: Texas Health Alliance, 10864 Texas Health Trail, Fort Worth, TX 76244 Work Hours: Full-Time; Monday – Friday from 8:00am to 4:30pm Department Highlights: Great working environment with plenty of learning opportunities. Opportunity to work in a fast pace multi department environment. Ability to interact and become familiar with all other hospital departments. Friendly family-orientated environment. Qualifications Here’s What You Need: Education · High School Diploma or Equivalent is required. Experience · 1 Year Collections experience Preferred. · 2 Years Hospital admissions experience Preferred. Licenses and Certifications · CHAA - Certified Healthcare Access Associate Upon Hire Pref And · CPI - Crisis Prevention Intervention Training 90 Days Req Skills · Strong communication and interpersonal skills with a focus on customer service and patient advocacy. · Ability to analyze insurance coverage, explain benefits, and solve billing issues with confidence. · Tech-savvy and proficient in Epic, Meditech, Microsoft Office Suite, and financial/registration software. · Strong problem-solving and critical-thinking abilities, especially in high-pressure situations. · Comfortable multi-tasking in a fast-paced environment while maintaining attention to detail. · Ability to work with diverse patient populations and show empathy in sensitive financial discussions. · Bilingual (Spanish) preferred but not required. What You Will Do: · Patient Financial Advocacy & Counseling o Helps patients understand their insurance benefits, financial responsibilities, and available assistance programs in a compassionate and clear way. o Provide accurate cost estimates, set up payment plans, and assist with financial assistance applications. o Advocates for patients by explaining coverage options and working with external agencies to secure funding when needed. o Identifies potential coverage gaps and educate patients about their financial options before services are rendered. · Insurance Verification & Pre-Authorization o Verifies insurance benefits and ensure pre-authorization requirements are met before scheduled services. o Works closely with physician offices, case managers, and patients to prevent unexpected financial burdens. o Assists in resolving claim denials and explain Explanation of Benefits (EOBs) in easy-to-understand terms. o Utilizes online tools, databases, and insurance portals to ensure accurate eligibility verification. · Financial Clearance & Revenue Cycle Support o Ensures a smooth patient experience by managing Financial Clearance Work queues and providing Good Faith Estimates (GFE). o Records and maintain accurate patient demographic and financial data in our electronic health records (EHR) system o Assist patients with Medicaid applications, financial assistance forms, and public assistance programs. o Works alongside facility leadership and revenue cycle teams to maximize reimbursement and minimize financial barriers. · Customer Service & Patient Experience o Applies superior customer service skills to set expectations about the patient experience and use THR First Impression principles to deliver top-tier customer service. o Maintains a friendly, professional, and empathetic approach when discussing financial matters with patients and families. o Collaborates with clinical teams and patient navigators to ensure financial processes do not delay care. o Serves as a mentor to new team members, sharing knowledge and best practices. · Administrative & Compliance Responsibilities o Stays up to date on federal, state, and hospital financial policies to ensure compliance with regulations. o Participate in staff meetings, training sessions, and process improvement initiatives. o Keeps detailed records of financial discussions and transactions in patient accounts. o Identifies ways to improve financial counseling processes to create a better experience for both patients and the organization. Additional Perks of Being a Texas Health Employee: Benefits include 401(k) with match, paid time off, competitive health insurance choices, healthcare and dependent care spending account options, wellness programs to keep you and your family healthy, tuition reimbursement, a student loan repayment program and more. At Texas Health, our people make this a great place to work every day. Our inclusive, supportive, people-first, excellence-driven culture makes THR a great place to work. Texas Health Alliance Highlights: Texas Health Alliance is a 151-bed, full-service hospital serving our community since 2012. Our location in North Fort Worth provides convenient care to people in North Fort Worth, Keller, North Richland Hills, Haslet, Roanoke and surrounding areas. We’re Joint Commission-accredited with a Level III neonatal intensive care unit. Plus, we’re a Baby Friendly Facility and Pathways to Excellence designated hospital. We are also a Joint Commission Acute Heart Attack Ready (AHAR) Disease specific certified. We provide wellness services, outpatient surgery and women’s imaging services and are a top choice in North Fort Worth for radiology services and much more. As part of the Texas Health family and its 28,000+ employees, we’re one of the largest employers in the Dallas Fort Worth area. Our career growth and professional development opportunities are top-notch, and our benefits are equally outstanding. Come be a part of our exceptional team as we improve the health of the people in our communities every day. You belong here! Explore our Texas Health careers site for info like Benefits , Job Listings by Category , recent Awards we’ve won and more. Do you still have questions or concerns? Feel free to email your questions to [email protected] .

Requirements

• High School Diploma or Equivalent is required.
• Strong communication and interpersonal skills with a focus on customer service and patient advocacy.
• Ability to analyze insurance coverage, explain benefits, and solve billing issues with confidence.
• Tech-savvy and proficient in Epic, Meditech, Microsoft Office Suite, and financial/registration software.
• Strong problem-solving and critical-thinking abilities, especially in high-pressure situations.
• Comfortable multi-tasking in a fast-paced environment while maintaining attention to detail.
• Ability to work with diverse patient populations and show empathy in sensitive financial discussions.
• CPI - Crisis Prevention Intervention Training 90 Days Req

Nice To Haves

• 1 Year Collections experience Preferred.
• 2 Years Hospital admissions experience Preferred.
• CHAA - Certified Healthcare Access Associate Upon Hire Pref
• Bilingual (Spanish) preferred but not required.

Responsibilities

• Helps patients understand their insurance benefits, financial responsibilities, and available assistance programs in a compassionate and clear way.
• Provide accurate cost estimates, set up payment plans, and assist with financial assistance applications.
• Advocates for patients by explaining coverage options and working with external agencies to secure funding when needed.
• Identifies potential coverage gaps and educate patients about their financial options before services are rendered.
• Verifies insurance benefits and ensure pre-authorization requirements are met before scheduled services.
• Works closely with physician offices, case managers, and patients to prevent unexpected financial burdens.
• Assists in resolving claim denials and explain Explanation of Benefits (EOBs) in easy-to-understand terms.
• Utilizes online tools, databases, and insurance portals to ensure accurate eligibility verification.
• Ensures a smooth patient experience by managing Financial Clearance Work queues and providing Good Faith Estimates (GFE).
• Records and maintain accurate patient demographic and financial data in our electronic health records (EHR) system
• Assist patients with Medicaid applications, financial assistance forms, and public assistance programs.
• Works alongside facility leadership and revenue cycle teams to maximize reimbursement and minimize financial barriers.
• Applies superior customer service skills to set expectations about the patient experience and use THR First Impression principles to deliver top-tier customer service.
• Maintains a friendly, professional, and empathetic approach when discussing financial matters with patients and families.
• Collaborates with clinical teams and patient navigators to ensure financial processes do not delay care.
• Serves as a mentor to new team members, sharing knowledge and best practices.
• Stays up to date on federal, state, and hospital financial policies to ensure compliance with regulations.
• Participate in staff meetings, training sessions, and process improvement initiatives.
• Keeps detailed records of financial discussions and transactions in patient accounts.
• Identifies ways to improve financial counseling processes to create a better experience for both patients and the organization.

Benefits

• Benefits include 401(k) with match, paid time off, competitive health insurance choices, healthcare and dependent care spending account options, wellness programs to keep you and your family healthy, tuition reimbursement, a student loan repayment program and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED