Financial Counselor

Patient Financial Specialist II

Position Purpose:

The Patient Financial Specialist II obtains demographic, clinical, financial and insurance information in the process of appointment making for patient tests and procedures. In addition, the PFS II also performs pre-registration and registration activities including response to real-time eligibility verification and financial clearance. Incumbent provides instructions to the patient on test preparation, prints and mails patient itineraries if lead time is sufficient and validates medical necessity (LMRP/LCD review) of Medicare and Non-Medicare cases to ensure clinical and financial clearance. Obtains and processes signed physician orders to ensure clinical documentation for care delivery.

What You Will Do:

• Performs activities that relate to patient scheduling, pre-registration, registration, real-time eligibility verification, medical order processing, medical necessity review (LMRP/LCD review), dissemination of patient information, and support coverage of other intradepartmental functions.
• Determines proper scheduling requirements and/or limitations according to requested test(s)/procedure(s) and scheduling resources (equipment, staff, room, and etc.) in a timely manner to ensure customer satisfaction, maintain patient flow, and appropriate utilization of the service area. Coordinates add-on and same-day appointments with the service area, as required. Ensures proper test sequencing with minimal patient delays when multiple testing is required.
• Provides patient, family and physician office education during scheduling process to inform them of preparations needed for diagnostic testing and proper scheduling instructions. Communicates with various ancillary departments to ensure an accurate schedule and that all reports are properly distributed.
• Validates medical necessity (LMRP/LCD review) of Medicare and Non-Medicare cases to ensure clinical and financial clearance. Contacts physicians/office staff for clarification, if cases require clarification of diagnosis and/or test(s)/procedure(s).
• Obtains signed physician orders for all tests and procedures from physicians/offices for testing and procedures or advises patient they must present a physician's order on the date of service.

Minimum Qualifications:

• High School Diploma
• Experience: Must possess a working knowledge of medical terminology, and data entry skills.
• Effective communication skills
• Excellent interpersonal skills are necessary in dealing with peers, internal, and external customers. Accuracy, attentiveness to detail and time management skills are required.
• Incumbent will be required to work independently, read, write, and operate keyboard and telephone effectively.

Position Highlights and Benefits:

• Mount Carmel Health System recognized by Forbes in 2025 as one of America's Best State Employers.
• Competitive compensation and benefits packages including medical, dental, and vision with coverage starting on day one.
• Retirement savings account with employer match starting on day one.

Ministry/Facility Information:

Mount Carmel, a member of Trinity Health, has been a transforming healing presence in Central Ohio for over 135 years. Mount Carmel serves over 1.3 million patients each year at our five hospitals, free-standing emergency centers, outpatient facilities, surgery centers, urgent care centers, primary care and specialty care physician offices, community outreach sites and homes across the region. Mount Carmel College of Nursing offers one of Ohio's largest undergraduate, graduate, and doctor of nursing programs.

• Generous paid time off programs.
• Employee recognition programs.
• Tuition/professional development reimbursement starting on day one.
• RN to BSN tuition 100% paid at Mount Carmel's College of Nursing.
• Relocation assistance (geographic and position restrictions apply).
• Employee Referral Rewards program.
• Mount Carmel offers DailyPay - if you're hired as an eligible colleague, you'll be able to see how much you've made every day and transfer your money any time before payday. You deserve to get paid every day!
• Opportunity to join Diversity, Equity, and Inclusion Colleague Resource Groups.

Our Commitment

Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.