Financial Counselor
Parkland Health and Hospital System
Location: Tower Garage, Retail Space Job Description Primary Purpose Interviews patients at the time of entry to advise the patient of the optimal funding program, begin eligibility determination, and assure that all Parkland patients are screened and qualified for assistance. Minimum Specifications Education
- High school diploma/GED
- Must have two years experience in determining financial eligibility for government funding, program funding, public funding or patient assistance programs in a physician or hospital business office setting.
- May have an equivalent combination of education and/or experience in lieu of specific education and/or experience as stated above.
- None
- Must be able to interview patients for the purpose of financial eligibility determination.
- Must be able to demonstrate a working knowledge of personal computers and other standard office equipment.
- Must have basic knowledge of medical software.
- Must have basic knowledge of public assistance programs and required forms.
- Must have knowledge of third-party payors and insurance verification procedures, and understand managed care and insurance contractual arrangements.
- Must be detail oriented, possess basic mathematical skills, and have sharp analytical skills to resolve financial issues as they relate to multiple groups including third party payors, physicians, patients and the system.
- Must demonstrate a positive demeanor, good verbal and written communication skills, and be professional in both appearance and approach.
- Must be able to handle potentially stressful situations and multiple tasks simultaneously including instructing and counseling patients regarding Parkland payment policies and public assistance programs.
- Must be able to communicate effectively with patients, families, government entities, insurance companies, and Parkland staff.
- Must be able to solve problems within the guidelines of established policies and procedures.
- Basic medical terminology knowledge preferred.
- Must be able to successfully complete additional job-related training when offered.
- Bilingual skills preferred
- Screens patient demographic and financial documentation to identify appropriate funding program(s) to ensure that all patients who are qualified for assistance are properly instructed and receive benefits. Verify and obtain insurance benefits and forward referrals and pre-certifications to clinical staff to ensure that patient information is complete and accurate and ensure Parkland's financial viability s secure at the most basic level.
- Assists patients in completing the certification process with all appropriate public funding source agencies to ensure applications are complete, deadlines are met, and the certification process is expedited prior to the patient's discharge. Sets up and encourages applicants to keep appointments to ensure patient complete the process to qualify for financial assistance.
- Communicates to the patient their financial responsibility and collects co-pays and/or unpaid balances. Provides patients with billing information as required. Enters payments into the computer system to document financial transactions/payment posting. Balances cash drawer at the end of each day. Documents actions taken in the hospital accounting system.
- Assign appropriate coverage to accounts, including outside agencies when appropriate to ensure patient financial responsibilities are fulfilled. Documents actions in hospital accounting system.
- Performs registration functions to include verifying patient identification, patient demographics, and all third party funding payors in order to ensure Parkland's financial viability is secured at the most basic level. Distributes, offers explanations, and obtains signatures and dates on all required forms as needed. Attaches all appropriate coverages, prioritizes correct filing order, and documents actions taken in the hospital accounting system.
- Tracks productivity and provides cumulative reports on a daily, weekly, or monthly basis.
- Monitors and administers all assigned accounts until the patient's application, certification, and/or denial process or review is complete and all appropriate coverages are attached and prioritized correctly for proper billing.
- Maintains a positive working relationship with contacts at all agencies and funding programs, patients, insurance companies, government entities, clinical personnel, other Financial Counselors and management, to promote teamwork, cooperation, and a positive public image for Parkland. Serves as a positive role model for staff and patients, demonstrates strong interpersonal and persuasive abilities to ensure client compliance and cooperation with state/ federal agencies. Accepts constructive criticism and integrates suggestions in effective ways.
- Identifies ways to improve work processes and improve customer satisfaction. Makes recommendations to supervisor, implements, and monitors results as appropriate in support of the overall goals of the department and Parkland.
- Stays abreast of the latest developments, advancements, and trends in the field by attending seminars/workshops, reading professional journals, actively participating in professional organizations, and/or maintaining certification or licensure. Integrates knowledge gained into current work practices.
- Maintains knowledge of applicable rules, regulations, policies, laws and guidelines that impact the area. Develops effective internal controls designed to promote adherence with applicable laws, accreditation agency requirements, and federal, state, and private health plans. Seeks advice and guidance as needed to ensure proper understanding.
Vacancy posted 16 hours ago
Similar jobs that could be interesting for youBased on the Financial Counselor in Dallas, TX vacancy
$10k
...others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor Wealthbuilder role. The Opportunity...SuggestedWork at officeWork from home$10k
...in the UK? Come join our firm as an International Investment Counselor to service a roster of high-net-worth clients. Since 2009, Fisher... ...service, you don't have to wear the many hats of a typical Financial Professional. No prospecting required. Now is your opportunity...SuggestedWork experience placementWork at officeWork from home$10k
...Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments... ...service, you don't have to wear the many hats of a typical Financial Advisor. Now is your opportunity to use your finance...SuggestedWork experience placementWork at officeWork from home- GENERAL OBJECTIVES: The primary objectives of a financial aid counselor are to enhance student understanding of available financial aid options and ensure compliance with all relevant regulations. This involves educating and empowering students and their families by...SuggestedWork at officeMonday to FridayFlexible hours
- ...Haves: High School Diploma or GED 1-2 years of experience with financial counseling, benefit verification, and patient assistance/... ...Description A healthcare provider is in search of Patient Financial Counselors. The ideal candidate would educate patients on what services...SuggestedContract workImmediate startMonday to Friday
- Job Summary The Financial Counselor performs financial clearance tasks such as verifying insurance, providing price estimates, resolving disputed billing issues through patient interaction, serving as an expert in financial assistance policies and facility collections,...Work at office
- A leading health institution in Dallas, Texas is seeking a Patient Financial Counselor to assist patients with financial eligibility determinations. The role involves working closely with patients to verify insurance benefits, collect financial information, and promote...
- ...Financial Services Counselor Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors...Contract workWork at office
$10k
...clients. With a firm structure that practices separation of sales and client service, you don't have to wear the many hats of a typical Financial Professional. Now is your opportunity to use your finance experience to better the investment universe. As an International...Full timeWork at officeWork from home$58.44k
...detailed in the job post. This position will provide personal financial services at assigned military installations. Primary... ...regarding trends and issues on the installations to which the counselor is assigned. Participates in regular in-services/training,...Contract workTemporary workWork experience placementWork at office$58.44k
...This position will provide personal financial services at assigned military installations. Primary responsibilities include the full... ...regarding trends and issues on the installations to which the counselor is assigned. Participates in regular in-services/training,...Contract workTemporary workWork experience placementWork at office- Arizona College of Nursing in Dallas, Texas, seeks a dedicated Financial Aid Officer to support student success through personalized financial aid guidance. You will advise students on eligibility, assist with FAFSA completion, and ensure compliance with financial aid regulations...
- Insight Global is seeking Patient Financial Counselors in Dallas, Texas. The role involves educating patients on insurance coverage, copays, and out-of-pocket costs while collaborating with Pre-Service Coordinators. The ideal candidate should have 1-2 years of relevant...Contract workMonday to Friday
- Arizona College of Nursing is seeking a dedicated Financial Aid Officer to provide personalized financial aid guidance to students from enrollment to graduation. The role involves advising families, ensuring compliance with regulations, and facilitating financial aid processes...
- ...Our client is seeking a dedicated Benefit Specialist responsible for educating patients on insurance coverage, assessing their financial abilities, and updating their insurance information. The role involves building cost estimates and supporting patient check-ins, along...Temporary workLocal areaDay shift
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...Work at officeFlexible hours
- ...resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview Wealth Advisors Group (WealthAG) is a...Work experience placementWork at officeImmediate startWork from home
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$45k - $100k
...anticipated to remain open for 30 days, from 27-May-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Financial Advisor III It's about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of...
- $500M+ AUM, CLEAR GROWTH TRACK, GROWING Interested? Click HERE for more information. Our client is a premier financial planning and wealth management firm operating in the greater Dallas area for over 20 years. You will have the opportunity to thrive in a growing...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at office$45k - $75k
...Financial Advisor Texas Trust Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Texas Trust...Local area- ...business services. Regional Growth Opportunities: Support in emerging and established hubs across the U.S. Job Summary Proxy Financial helps advisors deliver comprehensive, personalized wealth strategies to clients of all backgrounds. Our advisors serve high-net-...Remote work
- ...Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set...Local areaImmediate startRelocation
- ...Financial Aid Counselor Have you ever wanted to ensure a positive student financial aid experience? Do you have a passion for helping people understand and feel confident about their financial aid package? Do you love working closely with people? If your answer is yes...
- ...Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set...Local areaImmediate startRemote workRelocation
- ...Financial Solutions Advisor - NW Texas Market Dallas, Texas;Dallas, Texas; Midlothian, Texas; Cedar Hill, Texas; Waco, Texas; Amarillo... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills :...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
- ...Position: Financial Advisor II - Dallas Market | Division: BWSI| Work Days: Monday - Friday| Hours of Operation: 8:00am - 5:00pm Why Broadway Bank: We are one of the largest independently owned banks in Texas with offerings in personal and...Monday to Friday
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Counselor. Be the first to apply!
Related searches
- senior wealth advisor Dallas, TX
- finance associate Dallas, TX
- financial advisor Dallas, TX
- private wealth advisor Dallas, TX
- patient financial counselor Dallas, TX
- estate planning consultant Dallas, TX
- financial planning assistant Dallas, TX
- associate corporate finance Dallas, TX
- senior financial advisor Dallas, TX
- international financial advisor Dallas, TX


