Financial Counselor
US Heart and Vascular
Financial Counselor (2526) Overview Position Type: Full Time Job Shift: Day Education Level: High School Diploma/GED Travel Percentage: None Category: Other Positions Description US Heart and Vascular is needing a Financial Counselor to join our team at Orion Medical in Houston, TX Responsibilities Serves as the point of contact for all financial responsibility and assistance related questions from patients prior to the service being rendered. Efficiently and accurately verifies and analyzes the benefits of eligibility and coverage using available tools. Determines patients’ financial and insurance status to calculate a good faith estimate based on scheduled services. Educates patients about their financial responsibility before services via phone, email, text, portal messages, or other approved modes of communication. Performs pre-service collections via phone, portal, or in person. Screens self-pay and underinsured patients to identify their ability to pay and implement affordable payment plan agreements for scheduled or prior services rendered. Assesses the current financial situation of patients through the verification of patient insurance benefits; serving as the technical expert in confirming patients' benefit coverage. Initiates the financial screening process as appropriate to evaluate eligibility for assistance programs. Sets up patients with payment plans in practice management system as appropriate. Performs accurate and timely documentation of applicable activities in the EMR billing system. Maintains or exceeds baseline productivity standards established by RCM Shared Services within 90 days of employment and onwards. Is responsible for compliance with all regulatory requirements and/or guidelines. These requirements/guidelines include, but are not limited to: OSHA, HIPAA, Federal Fraud, and Abuse laws. Performs other duties as assigned. Knowledge, Skills and Abilities Familiarity with medical office procedures and billing practices Proficient in clinical documentation review for alignment with insurance authorization requirements Knowledge of federal, state, and local laws, statutes, regulations, codes, and standards related to the area of responsibility. Knowledge of the principles, concepts, and theories relevant to the assigned functional area. Skill in completing assignments accurately and with attention to detail. Ability to communicate clearly and concisely both orally and in writing in English, to various audiences. Ability to manage time, organize work, set priorities, meet deadlines, and follow up on work assignments with minimal supervision. Ability to work independently, and as a team, to complete daily activities according to the work schedule. Working knowledge of Office 365 programs such as Excel, Outlook, Word, PowerPoint, etc. Minimum Qualifications High School Diploma or GED from accredited institution. One (1) year of experience in the same role, or related field in a healthcare setting About Houston, TX Houston is a diverse city with a booming job market in energy, healthcare, and tech. It has no state income tax, an affordable cost of living, and world-class dining and entertainment. Green spaces, museums, and pro sports teams add to its appeal. Whether for career growth or culture, Houston has it all. #J-18808-Ljbffr
- ...US Heart and Vascular is hiring a Financial Counselor to support patients at Orion Medical in Houston, TX. The role includes verifying insurance benefits, educating patients about their financial responsibilities, and managing payment plans. The candidate must have a High...Suggested
$61k - $119k
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...and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning. Analyze, draft, edit, deliver, and present financial planning modules to clients. Manage client communications and follow...Temporary workWork at officeLocal areaMonday to FridayFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up...Full timeFor contractorsInternshipLocal areaFlexible hours- ...Wisdom Wealth Management in Dallas, TX is seeking an experienced Paraplanner to support our advisory team in delivering comprehensive financial planning. This hybrid position combines in-office collaboration with remote work flexibility, serving clients across multiple...Work at officeRemote work
$43.27 - $52.88 per hour
...Paraplanner (Hybrid) Dallas, TX Wisdom Wealth Management, an established Ameriprise Financial private wealth advisory practice with more than 34 years of success, is seeking an experienced, licensed Paraplanner to join our growing team. This is an exciting opportunity...Hourly payTemporary workPrivate practiceLocal area- ...- Strong communication, follow-up, organization, and comfort with technology If you’re ready to help customers make confident financial decisions, apply today. Your Day, Naturally Your Monday–Friday, 8–5 rhythm starts with a look at what’s on deck—follow-ups, new...Monday to FridayFlexible hoursDay shift
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