Financial Counselor

Financial Counselor

Requirements

• High School Diploma or equivalent
• 2 years of experience typically gained through skills/knowledge/abilities health care revenue cycle or equivalent, customer service, medical billing/third party payers, Microsoft Office, financial/mathematical skills, or business office experience
• CRT-Application Counselor (CAC) – CMC Centers for Medicare & Medicaid Services – within 60 Days

Responsibilities

• Conducts in-person interviews and consults with patients and their families, which may include travel to multiple locations or home visits.
• Acts as the liaison between the patient and intake, registration or clinical staff, as well as outside organizations, on matters related to assisting the patient with securing a funding source.
• Investigates and makes recommendations on complex cases to secure third party funding sources including, but not limited to Medicaid, Medicare, auto, workers’ compensation, COBRA, crime victims compensation, access to insurance exchange, liability coverage and grants.
• Participates in continuing education in order to stay current on relevant patient funding sources, Financial Assistance Policies, and Patient Financial Interaction Best Practices.
• Acts as the liaison between the price estimator and the patient.
• Responds to patient inquiries and provides on-site consultation and support as a liaison for billing, collections and denial management questions as needed, which may include collecting patient deposits or setting up payment arrangements if requested by the patient.
• Communicates and collaborates with patients and their families to resolve financial barriers to care.
• Evaluates qualification for financial assistance which may include Propensity to Pay evaluation and/or completion of the application process.

Preferred Qualifications

• Associate’s degree or equivalent customer service, health services, health care administration, information technology, business or accounting