Financial Counselor

Job Description

Job Description

OBJECTIVE/OVERVIEW

Under the direct supervision of the Revenue Cycle Director, the Financial Counselor performs professional-level duties, which generate and maximize earned income for Open Cities Health Center, Inc. These responsibilities include account resolution, soft self-pay collections and exceptional customer service. This is a hybrid position with the potential to be 100% remote.

JOB RESPONSIBILITIES

 Account Follow-Up: Monitor delinquent accounts, run A/R reports, and initiate contact with patients via phone, mail, or patient portals regarding unpaid balances.

 Payment Processing & Plans: Negotiate full payments, set up and monitor structured payment arrangements, and assist with electronic payment processing.

 Insurance & Billing: Verify all primary and secondary insurance claims are properly billed before routing balances to patient responsibility.

 Customer Support: Answer inbound calls and emails to explain billing statements, clarify charges, and resolve discrepancies.

 Financial Assistance: Screen patients for presumptive financial assistance or charity care programs and refer uncollectible accounts to third-party collection agencies.

 Exercises independent judgment to resolve patient billing issues

 Assists with audits, site reviews, and other regulatory requirements.

 Follows HIPAA guidelines when accessing and sharing patient information. Maintains patient and business confidentiality.

 Processes Good Faith Estimates

 Other duties assigned as needed

KNOWLEDGE, SKILLS, AND ABILITIES

 Ability to perform highly complex and varied tasks requiring a thorough understanding of the revenue cycle.

 Strong technical computer/technical skills

 Must have a thorough understanding of general accounting principles, medical insurance, coding, and associated regulations.

 Able to work independently with little supervision.

 Is highly accurate and with attention to detail.

 Demonstrates excellent problem-solving, communication, customer service, and decision-making skills with the ability to work under pressure, manage conflict, and appropriately prioritize responsibilities.

 Stellar verbal and written customer skills desired.

 eClinical Works experience preferred

MINIMUM QUALIFICATIONS

 Experience: 1–3 years in medical billing, healthcare revenue cycle, or a high-volume call center environment.

 Technical Proficiency: Strong computer skills, including familiarity with medical software (e.g., ECW) and spreadsheet tools like Microsoft Excel.

 Regulatory Knowledge: Solid understanding of HIPAA guidelines and compliance with the Fair Debt Collection Practices Act (FDCPA).

 Interpersonal Skills: Excellent conflict resolution, empathy, and negotiation skills to handle sensitive financial conversations

 Experience working in various software programs, including Microsoft Office, payer portals including MNITS

 A high school diploma or above.

DESIRED QUALIFICATIONS

 Certification as a Revenue Cycle Specialist (CRCS).

 Experience working in eClinical Works (eCW)

 Experience working with patients and staff from diverse backgrounds, beliefs, and ethnicities.

 Soft collections experience desired