Patient Financial Counselor
UMC Health System
JOB SUMMARY This position is responsible for assisting and the follow up of patients that are seeking financial health care assistance through the various funding programs. Conduct face to face or phone interviews with patients to make eligibility determination and advice of potential eligibility status. Serve as direct contact / referral agent to proper counselor or agency for potential funding. This job requires interaction with admission staff, physicians, nurses, administration and various other departments and agencies. Documentation in various areas of hospital systems is required. This position is responsible for a work list that requires daily follow-up and completion. Typically required to do the following: Financially screen patients and educate on historical visit balances, payments and budget plans. Request and post deposits in hospital system and keep batches and cash drawer balanced at all times. Set-up pre-admit visits in hospital system and look up charges for various procedures. JOB SPECIFIC RESPONSIBILITIES Review/Interview of patients for funding/information ZG process and understanding of what to look for on each screen. Chart / File review Perform basic adult/child screening for patients. Review all referrals in a timely manner Update all demographic registration information Appropriate review, documentation and completion Appropriate completion of basic adult/child screenings Completion of Lexis Nexis and county appraisal district search for all LCMI cases and as appropriate. Appropriate completion of ZF comments and/or SSI tracking system and Notes B Appropriate completion of various program applications (LCMI, VVC, MCD, CIHCP, SSI, etc.) Appropriate follow-up with program agencies, patients and others as appropriate for status of applications, police reports, bills, extensions, denials, approvals, etc. Appropriate Process Correct use of review codes on work list Appropriate future review on work list Appropriate follow-up on work list Timely referrals to AC/RC Hold bill follow-up and correction ZE process TE process ZH process Appropriate Follow Up and Completion Work-list Admits, Referrals Requests for police reports, bills, etc. Request extensions as appropriate. Request information and other agency f/u Filing of information, files, bills, etc. Contacting hospitals/agencies Understanding and practice of: Federal, State, County & local programs Use of various eligibility systems (M-fax, CEI, TMHP, IDX-EL, etc) Be knowledgeable of all available resources and continue to stay abreast of updates and / or changes to funding sources. Dependability Meets deadlines/get tasks/assignments done on time Performs additional duties when needed Follows through as expected and as agreed Successful interaction with all co-works and all other hospital employees Utilizes time appropriately when all work is completed Work next day accounts/files Assist co-workers Seek assignments from management Demonstrates acceptable punctuality in reporting to work and keeps attendance issues to a minimum Follows & completes daily schedule requirements Resolves and/or defers situations which results in a favorable outcome when necessary or when management is not available Appropriate cash processing. Daily reconciliation and deposit of cash. Open and close batches daily. Open/close and balance cash box daily. Posting cash and printing receipts. EDUCATION AND EXPERIENCE High school graduate or equivalent Minimum of one year business office atmosphere with customer service experience and preferably county, state and federal health care program knowledge. REQUIRED LICENSURES/CERTIFICATIONS/REGISTRATIONS None SKILLS AND ABILITIES Must be able to conduct timely, impartial and accurate interviews. Timely and accurate documentation including data entry into hospital systems. Must develop and maintain knowledge of hospital office practices and procedures. Must be able to interpret program policies and regulations accurately and implement them accordingly. Possesses ability to work with hospital-based computer system. INTERACTION WITH OTHER DEPARTMENTS AND OTHER RELATIONSHIPS This position has verbal and written interaction with fellow employees in various departments within the facility, other agencies outside of the facility, as well as patients and family members. PHYSICAL CAPABILITIES Occasionally exerts up to 20 pounds of force and or frequently exert a small amount of force to lift, carry , push, pull and move objects. Work involves sitting most of the time, but may also involve walking or standing for brief periods of time. ENVIRONMENTAL/WORKING CONDITIONS This position is subject to inside environmental conditions; protection from weather conditions, not necessarily from temperature changes. DIRECT REPORTS UMC Health System provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. *Request for accommodations in the hire process should be directed to UMC Human Resources.* Benefits Resilience program Emotional Physical Spiritual Financial Career Community On-Site Professional Counselors (EAP) Discounted Pharmacy Cost Cash Retention Bonus (only one in our region) Retirement Benefits w/Employer Match PTO & Extended Illness Medical, Dental, & Vision Insurance And more at: UMC Vision, Mission and Standards Vision: To Serve Our Patients in the Best Teaching Hospital in the Country Mission Statement: Service is our passion. We serve by providing safe, high quality care to all, achieving excellent financial performance, and training tomorrow’s healthcare professionals. Standards of Excellence: Attitude, Communication, Responsiveness, Compassion, Teamwork, Ownership, Safety and Respect About UMC Magnet Designated 501 licensed beds 62 Site locations Regions only Level I Trauma Center Regions only BICU DNV accredited Primary teaching hospital for the Texas Tech University Health Sciences Center (TTUHSC) Ranked as one of the Best Places to Work in Texas by Texas Monthly UMC Physicians Culture, Vision, Mission, and Standards: UMC Physicians Culture, Vision, Mission, and Standards Culture: Service is Our Passion Vision: The best place to work and the best place to receive healthcare. Mission Statement: To improve the quality of life for our community by providing the best patient experience for every patient. Standards: Teamwork, Respect, Accountability, Compassion, Kindness About UMCP 35 Practice Locations – private practices and urgent care centers Over 125 physicians and advanced practice providers Ranked as \"One of the Best Places to Work in Texas\" by Texas Monthly Employee Engagement Score of 96% measured by Press Ganey Associates #J-18808-Ljbffr
- ...UMC Health System in Lubbock, TX seeks a Financial Counseling/Screening Specialist to assist patients with health care funding programs, conduct interviews, determine... ...eligibility, and guide applicants to proper counselors. You will coordinate with admission staff,...Suggested
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With... ...PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ At Edward Jones, we are building a place where everyone feels...SuggestedWork at officeWork from homeHome officeFlexible hours- ...A leading financial staffing company is seeking entry-level Financial Professionals to work remotely or in a hybrid capacity. This role involves providing financial education online, building relationships with clients, and helping them achieve financial independence....SuggestedRemote work
$120.56k - $225k
...potential. As a Licensed Insurance Producer, you'll have the unique opportunity to grow your career while helping clients secure their financial futures. Backed by over 175 years of success and a broad suite of products, we'll provide you with the tools and support needed to...SuggestedFull timeLive in- ...limited to:Develops and implements a risk management program and acts as the organization's expert resource in risk reduction and patient safety, serving as the spokesperson for the organization to anyone with a complaint and aiding site managers/supervisors in analyzing...SuggestedFull timeTemporary workWork experience placementWork at officeAfternoon shift
- ...responsible for managing an existing loan portfolio, sourcing new relationships, and partnering across the firm to deliver comprehensive financial solutions. This role also requires an active presence in the Texas business and civic community, leveraging a strong network to...Local area
$21.58 - $28.05 per hour
...status, among other factors. HTLF Bank is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with...Temporary workFlexible hours- ...and laptops. You will be responsible for demonstrating a strong knowledge of banking product options and providing a broad base of financial services. Additionally, Relationship Bankers are expected to assist other departments as needed, build a great rapport with...Flexible hours
- ...and laptops.You will be responsible for demonstrating a strong knowledge of banking product options and providing a broad base of financial services. Additionally, Relationship Bankers are expected to assist other departments as needed, build a great rapport with clients...Flexible hours
- ...regulated environment.Demonstrated ability to successfully execute initiatives in complex and highly regulated environments.Banking or financial services industry experience preferred.Required Knowledge: Knowledge of information security governance, risk management,...Work experience placementWork at officeMonday to Friday
- External Applicants: Please apply through Prosperity Bank's Career Center at . Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal...Full timeWork at officeMonday to Friday
- ...people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent...Immediate startAfternoon shift
$3,000 per month
Description The position of Front Line Teller is responsible for performing a variety of lobby and drive thru service transactions for customers in a professional, timely and efficient manner and according to established bank policies and procedures. Essential Duties...Night shift- Teller IGeneral description of positionThe Teller I conducts transactions quickly, accurately, and efficiently while meeting or exceeding service quality standards. This position safeguards bank assets assigned to them, contributing to the banks growth bank by promoting...Work at officeFlexible hoursNight shift
- ...collaboration with Councils of Governments (COGs), Economic Development Corporations (EDCs), municipalities, community partners, financial institutions, private investors, philanthropy, and public agencies to identify rural capital needs, structure viable financing pathways...Full timeInternshipWork at officeWeekend work
- ...nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis prides itself on providing employees with opportunities for career...Full timeFlexible hoursShift work
- Teller PositionPerform numerous functions including processing deposits, withdrawals, posting to general ledger accounts, cashing negotiable items, processing loan payments, savings bonds, and cashier's checks while promoting the bank's products and services and providing...Part timeWork at officeMonday to FridayNight shiftAfternoon shiftWeekday work
- ...Maverick Bank is a locally owned, independent financial institution with deep roots in West Texas. Established in 1911 as Fort Davis State Bank, it is built on a legacy of strength, dependability, and a commitment to serving local communities with integrity. Proud of its...Full timeLocal area
$56.5k
...business relationships. Essential Functions & Responsibilities: ~ Takes applications for commercial loan business. Reviews member financial condition and assesses the member's ability to re-pay the loan. Makes underwriting decisions within approval authority. Completes...- Job Description Job Description We are seeking a Commercial Banking Officer with a proven track record of building relationships to develop lower-middle market relationship with corporations and not-for-profit entities with annual revenues generally ranging from $5...
- 46083BR Position Description: Performs central accounting and financial analysis functions according to established procedures. About the University: Established in 1996, the Texas Tech University System is one of the top public university systems in the nation...Hourly payFull timeWork at officeRemote workShift work
$38.92k - $57.24k
...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB’s branches offer many opportunities...Local areaFlexible hoursAfternoon shift- ...portfolio-management resources through the credit process Manage portfolio credit quality and identify emerging risks Review financial statements, collateral, covenant compliance and relationship performance Coordinate treasury and other financial solutions...Work at officeLocal area
$67k - $77.5k
...Job Title: Financial Analyst Location: United State, REMOTE Clari + Salesloft are building the next era of enterprise revenue — one where teams make confident decisions powered by AI and real signals. By combining our scale, insights, and AI innovation, we’re building...Remote workFlexible hours- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses Schedule: Monday –...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...receive training to help you grow in this position. Serves as a senior technical advisor and recognized technical authority for financial management programs supporting Facilities Management and Security Services (FMSS). Independently plans, develops, and...
- Seasonal Advisor, Channel Retail Imagine what you could do here. The people here at Apple don't just create products they create the kind of wonder that's revolutionized entire industries. It's the diversity of those people and their ideas that inspires the innovation...16 hoursFull timePart timeFixed term contractSeasonal workLocal areaWeekend work
- ...sharing, and paid holidays ~ Paid Training & Advancement Opportunities Unique Perks: ~ ASCO Children's Education Program: Financial assistance for employees' children pursuing higher education Our Core Values: Honor God Develop People Pursue...
- FDCJR: PARTS ADVISOR Frontier DCJR Fiat - Lubbock, TX 79424 Job Summary Assist customers, attend the Parts Counter and perform any tasks related to the upkeep of Parts Department. Essential Functions Assist all customers (retail, wholesale and internal) in...Work at office
- Parts Professional Parallel Ag proudly carries AGCO farm equipment plus a full line of parts to help all farming operations. With well-known brands such as Fendt, Massey Ferguson, Manitou, Gleaner, and more, you won't find a more extensive inventory of field-ready equipment...Full timeMonday to FridayShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Patient Financial Counselor. Be the first to apply!
- associate corporate finance Lubbock, TX
- financial planning assistant Lubbock, TX
- jde finance consultant Lubbock, TX
- financial counselor Lubbock, TX
- financial planning administrator Lubbock, TX
- financial planner Lubbock, TX
- financial advisor associate Lubbock, TX
- finance associate Lubbock, TX
- financial planning associate Lubbock, TX
- wealth advisor Lubbock, TX



