Financial Liaison

Financial Liaison

The Financial Liaison is responsible for managing the financial awareness of all admission to Carmel Richmond. This includes meeting with residents and responsible parties before, on or after admission to Carmel Richmond. The responsibility includes providing all details of financial requirements for admission and acknowledgement by signature of all required forms.

Education & Experience

Formal Education: High School Diploma or equivalent

Experience: 5 years

Essential Functions

• Mail and distribute quarterly resident account statements.
• Cover reception on a scheduled basis.
• Maintains a current list of all residents with NAMI and the status i.e. direct deposit, social security, and pension.
• Maintains a current list of all private pay residents.
• Monitors the resident's accounts to ensure that all monies owed are being paid.
• Contacts designated representatives to ensure payments are made timely.
• Meets with each resident/designated representative to review financial obligations and set up direct deposit as feasible.
• Attends financial meetings.
• Notifies administrator promptly of any problems cases.
• Reports to administrator weekly in writing of collection activities.
• Maintains a tracking log to facilitate review of outstanding balances and actions taken.
• Assist with patient accounts as needed.
• Assists with scanning of Admission documents.
• Assists with inputting of financial information into program.
• Completes other job duties as assigned.
• Request authorizations on discharged residents if necessary.