Financial Counselor

Description:SUMMARYThe Financial Counselor is responsible for providing quality and efficient customer service to our patients and providers. The Financial Counselor will collect on balances, inform and educate patients on balances, and present pre-surgery quotes. POSITION REQUIREMENTS1. Prepares pre-surgery quotes and reviewing with the patient in person and/or over the telephone2. Collects co-pays and/or upfront cost indicated by patient's insurance carrier3. Handles patient phone calls or in-person requests which include: a. Resolving patient requests b. Answering billing questions c. Accepting payments by phone or in person d. Establishing payment plans e. Other reasonable requests f. Contacts patients to collect on unpaid balances g. Assisting Medicaid eligibility by working with both the patient & Social Services h. Educates patients on their overall financial responsibility i. Assists patients as needed in setting up payment plans j. Completes Financial Counselor Report daily k. Other duties as assigned Requirements:PREFERRED QUALIFICATIONS1. Experience in a clerical position preferred2. High school diploma or equivalent3. Knowledge of medical terminology and insurance plans is beneficial4. Proficiency in Microsoft Office and data entry systems5. Knowledge and understanding of billing and payment procedures as well as rules and regulations of contractual and non-contractual insurance carriers6. Ability and understanding of how to use ICD-10, HCPCS, and CPT coding books and or applications7. Ability to maintain confidentiality and HIPAA compliance8. Ability to multitask and maintain strong attention to detail9. Ability to speak clearly and conciselyPERSONAL CHARACTERISTICS1. Compassionate and patient2. Professional demeanor and appearance3. Excellent communication and interpersonal skills4. Strong administrative and organizational skills5. Listens well and devotes full attention to patients and medical professionals6. Maintains composure when confronted with fast-paced and stressful situations7. Pleasant dispositionPI5541e7a0b3ec-2777

Created: 2025-09-13