Patient Financial Counselor 1

The Ohio State University
•Onsite

About The Position

The Patient Financial Counselor interviews and/or reviews uninsured or underinsured inpatients, outpatient surgery patients, and observation patients. The role obtains third-party billing information or establishes payment arrangements and financial clearance, including Medicaid, HCAP, or charity programs. Responsibilities include understanding and verifying coverage for outpatient, inpatient, and ambulatory surgery services; providing financial counseling; and recommending third-party financial assistance programs or payment plans to patients or family members.

Requirements

  • High school diploma or equivalent.
  • At least 6 months of experience in a healthcare setting and/or revenue cycle department or in customer service, or at least 6 months of experience in financial counseling with demonstrated success meeting standards at a previous employer.
  • At least 6 months of experience using Microsoft Office, especially Word and Excel.
  • At least 6 months of experience using computers and websites.
  • Interpersonal, verbal, and written communication skills.
  • Experience using some or all of the following technologies: web camera, check reader, electronic insurance eligibility systems, insurance websites, ACD telephone systems, and workforce management systems.
  • Ability to resolve conflicts independently and within a team; handle difficult customers in stressful situations; and apply critical thinking and problem-solving skills.
  • Self-motivated and dependable, detail-oriented, highly organized, and able to perform duties accurately.
  • Ability to escalate issues appropriately to upper management, work independently, identify new work when time allows, and collaborate with others.
  • Ability to multitask, independently prioritize tasks, and route work appropriately without supervisor involvement.

Nice To Haves

  • Associate degree or higher.
  • At least 1 year of experience in a healthcare setting and/or revenue cycle department or in customer service, or at least 1 year of experience in financial counseling.
  • At least 1 year of experience with insurance verification or identification, Microsoft Office, medical terminology, and EPIC or another EMR.
  • At least 1 year of experience using computers and websites.
  • Experience training others.
  • Participation in process improvement initiatives or special projects.

Responsibilities

  • Interview and/or review uninsured or underinsured inpatients, outpatient surgery patients, and observation patients.
  • Obtain third-party billing information and establish payment arrangements and financial clearance, including Medicaid, HCAP, or charity programs.
  • Understand and verify coverage for outpatient, inpatient, and ambulatory surgery services.
  • Provide financial counseling and recommend financial assistance programs or payment plans to patients or family members.
  • Collect payments and set up payment arrangements.
  • Meet competency standards measured by annual quality checks.
  • Participate in required health system and departmental in-services, education forums, and meetings.
  • Participate in process improvement initiatives and special projects.
  • Train others.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service