Financial Counselor

Position Summary:


The Patient Financial Counselor plays a critical role in ensuring patients understand and manage their financial obligations throughout their care journey. This position requires exceptional organizational skills, attention to detail, and the ability to provide compassionate guidance to patients regarding their financial responsibilities. The ideal candidate will collaborate closely with admissions, billing, and clinical teams to support accurate financial planning, documentation, and resolution of payment concerns.

Essential Job Functions:

• Financial Consultation:
  • Educate patients on their financial obligations, including co-insurance, deductibles, and fees related to various care levels (RTC, PHP, IOP, Continuing Care, Aftercare).
  • Review verification of benefits (VOB) and patient responsibilities, addressing inquiries regarding billing, step-down services, and other fees.

• Payment Coordination:
  • Track and manage recurring patient payments, issuing invoices and receipts for each transaction.
  • Maintain a detailed calendar of payment schedules, ensuring timely follow-up on outstanding balances, co-insurance, and authorized services.
  • Conduct follow-ups on declined transactions and collaborate with patients to resolve payment issues.

• Documentation and Reporting:
  • Prepare and process financial paperwork for new admissions and ongoing care programs.
  • Scan, upload, and maintain accurate financial records in KIPU/EHR systems.
  • Provide financial documentation to third-party vendors such as pharmacies or other service providers.

• Team Collaboration:
  • Communicate with the billing department and internal teams to resolve ongoing billing issues and ensure accounts are updated.
  • Keep internal metrics and patient financial data current in Salesforce, KIPU, and other designated systems.

• Compliance and Support:
  • Ensure compliance with financial policies and procedures.
  • Support patients with financial inquiries, offering clear explanations and appropriate options for payment plans or adjustments.
  • Perform other related duties as assigned within the scope of the role.
    
    

Core Competencies:

• Proficient in MS Office applications, which include Outlook, Word, Excel, and PowerPoint.
• Ability to build and sustain trusting relationships with diverse individuals and groups.
• Ability to maintain confidentiality of sensitive information and adhering to ethical standards.
• Actively offering assistance to team members when needed and celebrating team achievements collectively.
• Ability to establish and maintain cooperative relationships with community-based organizations, patients, families, vendors, and other resources to promote client services, care, education, and advocacy.

Knowledge, Education, & Experience:

• Education: High school diploma or equivalent required; associate or bachelor's degree in finance, healthcare administration, or a related field preferred.
• Experience: Minimum of 1-2 years of experience in healthcare finance, billing, or a similar patient-facing financial role.
• Strong interpersonal and communication skills with a patient-centered approach.
• Proficiency in financial systems and software, such as KIPU, Salesforce, or similar tools.
• Detail-oriented with the ability to manage multiple tasks and deadlines effectively.
• Familiarity with insurance verification, benefits coordination, and medical billing practices is highly desirable.

Employment Status: Full-Time


Schedule: Monday-Friday


Work Location: Irvine, CA


Compensation: Pay Range: $23-28/hr.