Financial Counselor

Title : Financial Counselor Location : Fully On-Site: 200 Freedom Ln, Aliso Viejo, CA 92656 Shift : 2 options Monday – Friday 8/9am-5pm Sunday – Thursday 8/9am-5pm Pay : $25hrly-$30hrly JOB DESCRIPTION: The Financial Counselor participates in the admission process by responding to inquiries regarding the facility, insurance verification, financial counseling, patient admission, and data entry of all demographic information necessary to appropriately conclude the admission. This individual will be responsible for assessing patients and collecting financial information to guide them to the appropriate services. Admissions occur daily, with referrals coming from various ER departments across the region. As a result, patient volume can fluctuate, typically ranging from 5 to 20 cases per day. In addition to admissions support, this role involves assisting with general financial planning and conducting patient screenings for insurance eligibility. Not all patients will be on a self-pay plan, so familiarity with different coverage types will be important. KEY RESPONSIBILITIES : Consistently demonstrates professionalism, courtesy, tact, and knowledge of the facilities programs when dealing with potential clients/family, reviewers, and third-party payors. Performs insurance verification. Provides adequate financial counseling to parents/guardians relating to the self-pay and/or co-pay of account balances. Reviews initial and reappointment applications and data for accuracy, completeness and any quality issues. Prepare daily financial counseling report prior to Flash Meeting. Review all Financial needs of patients and refer them to appropriate agencies for assistance, such as Covered California, M-Cal Office, Medicare etc.… Coordinate all cash collections. Go see patients that need daily follow up & meet with patients and or visitors that walk in to pay. Know the case rates for IP, OP, and CD as well as, all levels of care, review daily census admit and discharges, follow up with discharge patients that have liability. DESIRED SKILLS AND EXPERIENCES: 1-2+ years of experience within a medical facility, doctors office, or medical business office. Experience working with insurance verifications, collections, financial counseling, and HIIPA knowledge. Proficient in Microsoft Office. High School Diploma. PLUSSES: Experience working within behavioral health Experience using an EMR (electronic medical record) system Bilingual English and Spanish MediCare/MediCal knowledge

Created: 2025-10-05