Financial Counselor

Job Type


Full-time

• Ability to work independently and carry out assignments to completion within parameters of instruction.
• Communicating with patients and insurance companies on the phone in a professional manner.
• Answering the calls in regarding financial issues, payment options, medical coverage and assistance programs.
• Understanding/compliance of HIPAA laws and regulations.
• Documenting and reporting all payment information
• Offering education and training to patients about their payment options and financial assistance opportunities
• Negotiating about patient payment arrangements
• Reviewing and processing all patient and insurance company forms.
• The ability to review patient bill in Athena and explain basic information for collections.
• The ability to update patient insurance in Athena for rebilling of claims and send email to PRD team to complete action with detail instructions if available.
• Be a critical thinker and ask necessary questions to bring resolution to patient issue.
• Understand CareCredit and possess the ability to explain it's benefits to patients as a payment option.
• Complete call notes on all calls taken and open cases when account will need escalation to PRD or to Management.
• Understanding the payment plan protocols and adhere to them.
• Utilize resources to determine patient coverage/benefit levels for surgical procedures.
• Provide patients with estimates prior to schedule procedure day.
• Act immediately to any urgent issues and work with team to bring resolution for positive patient experience and revenue collections.
• Work effectively as a team unit to achieve department and company goals.
• Follow company core values in all aspects.
• Be accountable for work production accuracy.
• Other duties as assigned by immediate supervisor or company directive.
• Requires regular and consistent attendance.

• Must have a High School Diploma or equivalent.
• 1+ years medical collections experience.
• 1+ years customer service experience.
• 1+ years medical office or hospital setting
• Bilingual-Spanish/English a plus