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Financial Counselor
| Company | Cardinal Health |
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| Location | San Marcos, CA, USA |
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| Salary | $16.8 – $31.3 |
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| Type | Full-Time |
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| Degrees | Associate’s |
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| Experience Level | Mid Level |
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Requirements
- Ability to work a flexible schedule as necessary.
- 2 years’ experience in medical office setting working with medical insurance, coding and financial matters or pharmacy technician.
- Working knowledge of medical terminology as well as ICD-9 and CPT codes.
- Strong written/verbal communication, financial assessment, advocacy and crisis response skills, applied within established guidelines of the center.
- Strong competency of Microsoft Word, Power point and Excel.
Responsibilities
- Complete daily financial counseling workflow included but not limited to: Running Daily Schedules for consults, new/added procedures, Completing VOB and cost estimates, Collect on all time-of-service payments for patient responsibility, Applying for financial assistance, Applying for Medicaid/Medi-Cal, Coordinate with Early out collections partner for payment plan and payment financing options, Responsible for monitoring and collecting on all outstanding patient balances owed, Complete Applications for assistance and patient assistance programs based on clinic need, Apply and track all financial assistance applications in assist point, Ensure maximized assistance gained for all patients based on coverage needs, Coordinate educational calls with all patients to ensure financial literacy of their insurance and assistance options available according to their individual needs and eligibility, Conduct campaigns for patient education specific to open enrollment opportunities, Initiate and track all charity care applications according to ION policy, Work closely with other Onsite Financial Counselors, Patient Navigators, front office staff and clinical staff to ensure smooth collection process, Maintain month Key performance indicators establish both individually and in team setting, Deliver monthly KPI’s to manager on time for prior month, Regular attendance and punctuality.
Preferred Qualifications
- Associates Degree or an equivalent combination of education and experience preferred
- Minimum of 1 year Financial Counseling and/or budget/credit analysis and counseling experience preferred
