Resident Financial Liaison

TITLE: Resident Financial Liaison

REPORTS TO: Operations Admissions Coordinator

I. JOB SUMMARY

To ensure that all referral eligibility is verified, prior to accepting the referral and admitting the patient. The Resident Financial Liaison is responsible for notifying the resident and/or fiduciary party of their financial responsibility at the time of admission and throughout their stay at the facility.

To ensure all required agreements and forms are obtained and properly filled out/signed by the appropriate parties at time of admission to ensure contract and financial compliance.


Responsible for collaborating with the Corporate Accounts Receivable team to ensure payments are being collected and contribute to the facility performance through below duties, which result in a decrease or elimination of unnecessary bad debt. Ensure that we are receiving all Social Security, Supplemental, Income, or Pension income monthly.

II. QUALIFICATIONS

A. Preferred Bachelor's Degree in related field of study (finance, accounting, healthcare/business management) or 2+ years of direct experience.

B. Preferred knowledge of long-term care.

C. Communicates appropriately, is adaptable to changes in assignments and priorities, and can delegate tasks when appropriate.

D. Must have the ability to work independently and manage a wide variety of contact with outside agencies with tact and discretion.

E. Ability to multi-task, meet deadlines in a challenging environment, and be able to think analytically.

F. Always demonstrates positive customer service and a respectful attitude.

G. Technology oriented and must have working knowledge of Microsoft Excel and Microsoft Outlook, EMR systems with the ability to learn new software and systems.

H. Preferred experience with benefit/eligibility portals.

I. Must be able to travel to multiple Alden locations or to meet with families to address concerns or secure payment.

J. Must be available after hours via cell phone to answer questions related to family concerns/questions.

III. PHYSICAL REQUIRMENTS

A. Ability to move intermittently throughout the workday and sit at a desk.

B. Ability to work in a fast paced and demanding environment

C. Ability to demonstrate emotional maturity to and work with ill, disabled, elderly, and emotional individuals.

D. Must be able to occasionally move and lift supplies and equipment.

E. Be in good general health; be subject to exposure to infectious waste, diseases, and other conditions, etc.

IV. ESSENTIAL FUNCTIONS

A. Eligibility/Benefits Verification

1. Prior to accepting a referral, carefully review the resident's Skilled Nursing Facility eligibility for Medicaid/Medicare/Insurance in the Eligibility portals. Ensure that only referrals that have Skilled Nursing Facility coverage are accepted.

B. Resident/Fiduciary Financial Responsibility


1. Communicates clearly to ensure all residents/fiduciary party understand their financial responsibility, such as their monthly available income, Medicare co-insurance, or private pay portion, and the due date that their payment by calling prior to admission.

2. Effectively collaborate with the Admission Director to coordinate financial services meetings with residents/POAs/Guardians to obtain payments and/or additional forms/financial information that may be required for payment/billing purposes.

3. Ensure the resident is signed up for an automatic payment (RFMS, direct debit, or an automatic credit card payment plan) either prior to admission or at the same time.

4. Ensure all the admission paperwork is being signed/completed by the resident/fiduciary (within 72 hours of admission).


5. Ensure that any private pay residents are informed that a 1-month deposit and 1-month advance is due at time of admission.

6. Effectively communicating required documents for all Public Aid Pending residents, at time of admission or during stay, in order to ensure smooth application process with Medicaid Field Staff.


7. Obtain Medicaid forms needed for Public Aid Admit Packet prior to admission.


8. Collect income information if needed such as Social Security award letters, pension information, bank statements, etc. for all Public Aid w/Numbers and Pending Public Aid admissions.


9. If necessary, complete all Social Security Representative Payee paperwork, such as SSA-11BK, SSA-787, SSA-4164, within 72 hours of admission. Assist in making Social Security online account if necessary.

10. Ensure the correct billing address is in PCC for any outstanding balances acquired.


C. Account Changes

1. Communicate with facility and AR department about resident account changes, i.e. Medicare Part A to Public Aid, or other payer change (signed RFMS uploaded, processing credit card payments, etc.).

2. Ensure resident is signed up for automatic payments once there is a payer change or resident has converted from a short-term stay to a long-term stay.

V. OTHER DUTIES

A. Develop and participate in Quality Assurance Program Improvement initiatives as assigned.

B. Observe and implement facility policies and procedures.

C. Perform other duties as assigned.