Patient Financial Counselor

OrthoIllinoisRockford, IL
Onsite

About The Position

The Patient Financial Counselor is responsible for performing patient account management, including working a custom spreadsheet; using Artera to send pre-collect messages; taking incoming calls to the queue line; making outgoing collection calls; collecting and posting patient payments; setting up patient payment plans; queuing accounts for pre-collection; adjusting balances to hard collection.

Requirements

  • High School Diploma or GED
  • A minimum of one year of experience in a similar position and/or performing similar tasks
  • Working knowledge of Microsoft and Google Suites
  • Familiar with EMR systems

Responsibilities

  • Responds professionally to patient account inquiries about account questions, portal access, collection questions and redirecting clinical questions, appointment questions, etc
  • Works an assigned phone schedule so that the patient queue line has appropriate coverage
  • Processes phone payments completing the credit card transaction and posting the payment to the patient's account
  • Posts patient payments by their assigned alpha split
  • Establishes payment plans according to OrthoIllinois policy; creates and sends plan paperwork
  • Reviews accounts for payment plans, claims not in payment plan and account not in payment plan and fixes as needed
  • Moves patient credits as needed
  • Sends pre-collection messages using Artera
  • Identifies and reviews accounts for pre-collection/hard collection and adjusts uncollectable accounts using the appropriate adjustment code
  • Prints and mails account itemizations when requested
  • Reports patient payments received that are for account balances at the collection agency
  • Logs all conversations with patients in the HUB note of the account
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