Financial Counselor Jobs

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Financial Counselor I

Emory•Atlanta, GA

About The Position

Responsible for administering, understanding, and communicating financial policies and the financial screening process to patients, their families, and legal guardians in an Emory Clinic, Inc. clinical specialty. The role works to secure maximum reimbursement through early identification and collection of patient liabilities and serves as a resource for staff and patients who need financial arrangements, account inquiries, or account reconciliations, including extensive auditing. It also acts as a liaison between Patient Financial Services (PFS) and clinic operations to resolve billing and customer-satisfaction inquiries in a timely manner. The Financial Counselor performs insurance eligibility and benefits verification and requires knowledge of Medicare, Medicaid, third-party carriers, referrals, and precertification procedures. The role monitors in-house accounts to support revenue and timely claims payment, completes cost estimates, and follows pre-payment guidelines. It identifies patients who need early financial counseling and coordinates outcomes with supervisors and clinic managers through written and verbal communication. The position maintains patient confidentiality and follows HIPAA and Emory Healthcare compliance guidelines. The counselor collects payments or arranges payment for unpaid balances not covered by third-party insurance or for patients without coverage, and financially clears patients before visits by collecting payment or determining insurance eligibility. The role may provide financial counseling to satellite clinics for assigned sections and perform other related duties as required. It requires efficient multitasking in a fast-paced environment, attention to detail, customer service with compassion and empathy, account-resolution focus, strong organizational and time-management skills, and the ability to interact successfully with internal and external customers.

Requirements

  • High school diploma or equivalent and at least 3 years of healthcare experience, or an equivalent combination of education and experience.
  • Knowledge of Medicare, Medicaid, and other managed care payors, including HMO and PPO plans.
  • Ability to multitask efficiently and work in a fast-paced environment with strong attention to detail.
  • Excellent customer service skills, including compassion and empathy, with a focus on account resolution.
  • Organizational and time-management skills to prioritize daily work and follow up on accounts in a timely manner.
  • Excellent interpersonal skills and the ability to interact successfully with internal and external customers at all levels.

Responsibilities

  • Administer and communicate financial policies and financial screening processes to patients, families, and legal guardians.
  • Identify and collect patient liabilities to secure maximum reimbursement.
  • Assist staff and patients with financial arrangements, account inquiries, and account reconciliations, including extensive auditing.
  • Liaise between PFS and clinic operations to resolve billing and customer-satisfaction inquiries in a timely manner.
  • Perform insurance eligibility and benefits verification, including work involving referrals and precertification.
  • Monitor in-house accounts to improve revenue and promote timely payment of claims.
  • Complete cost estimates and follow pre-payment guidelines.
  • Identify patients needing early financial counseling and communicate outcomes with supervisors and clinic managers.
  • Maintain patient confidentiality and comply with HIPAA and Emory Healthcare compliance guidelines.
  • Collect payments or arrange payment for balances not covered by insurance or for patients without coverage.
  • Financially clear patients before visits by collecting payment or determining insurance eligibility.
  • Provide financial counseling to satellite clinics for assigned sections when required.
  • Perform other related duties as assigned.

Benefits

  • Comprehensive health benefits that start on day one.
  • Student loan repayment assistance and reimbursement programs.
  • Family-focused benefits.
  • Wellness incentives.
  • Ongoing mentorship, development, and leadership programs.

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