Patient Access Rep III - Financial Counselor - FT, Days

Memorial Hermann Health System

About The Position

The Patient Access Rep III - Financial Counselor is responsible for mentoring employees as a team leader, scheduling patient appointments, ensuring medical necessity compliance, verifying insurance eligibility and benefits, and posting payments. The role gathers patient demographic, insurance, and financial information; explains required forms and obtains signatures; and supports the facility’s financial integrity through collections, payment arrangements, financial counseling, charity applications, and identifying alternative reimbursement resources. The position also monitors patient account issues, performs account analysis and trending, reviews quality and process improvement opportunities, and supports employee scheduling, orientation, and training. The role communicates professionally with patients, families, physicians, care management, ancillary departments, nursing units, physician office staff, and insurance companies, while adhering to organizational policies and service standards.

Requirements

Three years of experience in a hospital or medical business office setting.
Ability to multitask.
Proficient typing and keyboarding skills.

Nice To Haves

High school diploma or GED preferred.
Supervisory and/or leadership experience preferred.

Responsibilities

Schedule patient appointments and enter required information accurately and promptly in the computer system.
Obtain demographic, insurance, and financial information from patients or guarantors and enter it accurately into the computer system.
Explain required forms and obtain necessary signatures from patients or guarantors.
Ensure medical necessity compliance by gathering required data, reviewing the Compliance System, communicating information, and obtaining necessary signatures.
Collect patient liability, establish payment arrangements, discuss payment options, screen for eligibility, complete complex financial counseling, review and submit charity applications, and identify alternative reimbursement resources.
Verify insurance eligibility and benefits and ensure notifications and authorizations are completed within required timeframes.
Post payments in the computer system and generate appropriate patient receipts.
Monitor, review, and resolve patient account issues on assigned reports; perform account analysis and trending.
Complete quality reviews and monitor for process improvement opportunities.
Serve as a department team leader by ensuring daily processes are complete, scheduling employees, answering employee questions, and assisting with employee orientation and training.
Communicate effectively and professionally with physicians, care management, ancillary departments, nursing units, physician office staff, insurance companies, patients, and families; complete thorough and accurate documentation.
Ensure safe care for patients, staff, and visitors and adhere to Memorial Hermann policies, procedures, and standards, including time management, supply management, productivity, and quality of service.
Meet mandatory and continuing education and skills competency requirements; support department goals and serve as a preceptor, mentor, and resource to less experienced staff.
Model Memorial Hermann service standards by providing safe, caring, personalized, and efficient experiences to patients and colleagues.
Perform other duties as assigned.