Financial Counselor (Full-Time) - Willowbrook

At Houston Methodist, the Financial Counselor position is responsible for screening patients for financial assistance programs to reduce bad debt and improve the likelihood of securing the payment for services rendered. This position assists in notifying patients of their financial responsibility, helping them understand their payment options, and collecting payments. Other duties include performing complex financial counseling functions (e.g., extended payment arrangements, discounts, single case agreements, case rates, etc.). PEOPLE ESSENTIAL FUNCTIONSPromotes a positive work environment and contributes to a dynamic team focused work unit that actively helps one another to achieve optimal departmental and organizational results.Supports team members with questions regarding eligibility/benefit information for patients receiving services. Seeks management assistance appropriately.Demonstrates a high degree of professionalism and effectively engages with a diverse customer base, including patients/visitors, physician office staff, and representatives from internal departments and external organizations. Gives appropriate status updates.SERVICE ESSENTIAL FUNCTIONSContacts and educates patients on matters related to insurance benefits and payment options or collects past balances including bad debt. Answers any questions posed by the patient related to a billing or financial concern.Counsels patients regarding potential financial assistance eligibility and the process for application. Collects financial information from patient and other sources (e.g., financial profile from electronic database).Contributes to patient, employee, and physician satisfaction as well as effective revenue cycle process.QUALITY/SAFETY ESSENTIAL FUNCTIONSReviews the completed application for accuracy, making the initial determination for approval and alerting the department manager of potential concerns.Enters and updates patient data into the electronic medical record with a high level of thoroughness, accuracy and timeliness. Completes assigned work queues.FINANCE ESSENTIAL FUNCTIONSReviews in-house self-pay patients and assures they receive financial counseling, as applicable. Collaborates with applicable vendor to identify all sources of potential payment to secure funds for hospital (e.g., COBRA, worker's compensation, etc.). Provides financial updates on a regular basis, which can include updating reporting and/or participating in regular meetings with case management and finance for in-house patients to ensure timely discharge planning and financial clearance.Completes financial assistance calculation worksheets and submits for appropriate level of approval.Collects patient payments and performs other complex financial counseling functions (e.g., extended payment arrangements, discounts, single case agreements, case rates, etc.) by following department procedures to ensure all collection activities are accurately followed. May perform cashier functions.Fulfills monthly goals for cash collection.Organizes time effectively, minimizing incidental overtime, and sets priorities. Utilizes time between heavy workloads efficiently and helps other team members.GROWTH/INNOVATION ESSENTIAL FUNCTIONSSeeks opportunities to expand learning beyond baseline competencies with a focus on continual development.Generates and communicates new ideas and suggestions that will improve finance, quality, or service.This job description is not intended to be all-inclusive; the employee will also perform other reasonably related business/job duties as assigned. Houston Methodist reserves the right to revise job duties and responsibilities as the need arises. EDUCATIONHigh School diploma or equivalent education (examples include: GED, verification of homeschool equivalency, partial or full completion of post-secondary education, etc.) WORK EXPERIENCEThree years of experience in financial counseling, patient accounting, or patient access in a healthcare setting, preferably in a hospitalExperience mentoring or leading team members preferred LICENSES AND CERTIFICATIONS - REQUIREDN/A KNOWLEDGE, SKILLS, AND ABILITIESDemonstrates the skills and competencies necessary to safely perform the assigned job, determined through on-going skills, competency assessments, and performance evaluationsSufficient proficiency in speaking, reading, and writing the English language necessary to perform the essential functions of this job, especially with regard to activities impacting patient or employee safety or securityAbility to effectively communicate with patients, physicians, family members and co-workers in a manner consistent with a customer service focus and application of positive language principlesDemonstrates sound judgment and executes above average patient access functional skillsExhibits strong interpersonal, teamwork, and leadership skills with all levels of the healthcare team and assures delivery of excellent customer service to all patients, visitors, physicians, and co-workersAbility to analyze and solve problemsWell-developed organizational skills with ability to multi-task and utilize time efficientlyAbility to adapt to changes in the work environment and modify approaches or methods to best fit the patient's situationKnowledge of payer requirements, authorizations, and insurance terminologyProficient understanding of medical terminology and diagnosis/procedural codesAbility to remain calm in stressful situations with patience and understandingExcellent customer service and professional communication skillsProficient computer skills and ability to learn and navigate multiple software programs and payer websitesAbility to handle detail work accurately and rapidlyWorking knowledge of CPT, ICD-9 and/or ICD-10 preferredSUPPLEMENTAL REQUIREMENTSWORK ATTIREUniform YesScrubs NoBusiness professional YesOther (department approved) YesON-CALL**Note that employees may be required to be on-call during emergencies (ie. DIsaster, Severe Weather Events, etc) regardless of selection below.On Call* NoTRAVEL****Travel specifications may vary by department**May require travel within the Houston Metropolitan area YesMay require travel outside Houston Metropolitan area NoCompany Profile:Houston Methodist Willowbrook Hospital is a Magnet-recognized, not-for-profit, faith-based hospital that serves the growing Northwest Houston community. With 358 licensed beds, Houston Methodist Willowbrook is committed to providing quality, cost-effective health care in a compassionate environment for a full range of services, including emergency care, cardiology, orthopedics and sports medicine, comprehensive women's services, neurology and neurosurgery, oncology, and primary and general medicine.Houston Methodist is an Equal Opportunity Employer.

Created: 2025-08-07