Patient Finance Counselor

Banyan Brand•Pompano Beach, FL

8h•Onsite

About The Position

Banyan Treatment Centers is seeking a detail-oriented and compassionate Patient Financial Counselor to support our Revenue Cycle Management team by helping patients and families understand financial responsibility and resolve outstanding balances related to treatment. In this role, the Patient Financial Counselor is responsible for collecting patient payments, reviewing accounts receivable accuracy, and assisting with billing resolution while ensuring professionalism, confidentiality, and compliance with applicable regulations. This role works closely with Intake and Finance teams to support a smooth admissions process, accurate financial documentation, and timely payment solutions—making a direct impact on the patient experience and the financial health of our programs. Position Details Reporting to: Patient Relations Manager Schedule: Full-time (Must be able to work EST hours) Location: Onsite (Pompano Beach, FL

Requirements

Associate degree required (Bachelor’s preferred) or equivalent relevant experience
Minimum of 2 years of patient account resolution experience (behavioral healthcare, strongly preferred)
Strong understanding of insurance benefit terms and patient financial responsibility
Excellent organizational skills, attention to detail, and time management
Ability to work independently and meet deadlines in a fast-paced environment
Strong written and verbal communication skills with a patient-centered approach
Proficiency in Microsoft Office (Outlook, Word, Excel)
Familiarity with EHR systems (CollaborateMD, Salesforce, Kipu preferred)
Knowledge of revenue cycle processes (Behavioral Health preferred)

Responsibilities

Collect patient responsibility payments including deductibles, copays, and coinsurance
Contact patients and/or authorized family members to resolve outstanding balances
Provide clear, compassionate communication to support financial understanding and resolution
Assist patients with setting up reasonable payment plans when appropriate
Quote private pay pricing and explain financial terms as needed
Review and manage accounts receivable (AR) to verify accuracy and ensure balances are worked accordingly
Research and resolve billing inquiries and account questions
Accurately document all actions taken to reconcile balances and support payment resolution
Identify account discrepancies including adjustments, write-offs, overpayments, and refunds
Partner with Intake team to obtain signed financial documentation (Standard Fee Agreement)
Verify and update patient demographics and registration information as needed
Provide professional customer service to patients and insurance representatives
Maintain strict confidentiality of patient and company information
Ensure work is completed in accordance with federal and state regulations, including patient privacy laws
Follow Banyan policies related to corporate compliance, workplace safety, and organizational integrity