Financial Services Advisor

2 weeks ago


Del Mar California, United States Casa Palmera Full time
Job Overview

The Financial Services Advisor plays a crucial role in monitoring patient admissions and managing denial logs. This position serves as a vital link between our admissions team and the business office, ensuring seamless communication and collaboration with our Utilization Review (UR) team members. Additionally, the advisor will be responsible for updating internal metrics using Salesforce and Kipu.

Key Responsibilities

1. Prepare necessary documentation for new admissions, including RTC, PHP, IOP, and Continuing Care/Aftercare patients.

2. Monitor and track recurring patient payments, providing invoices and receipts for each transaction.

3. Schedule and manage all payment follow-ups, including co-insurance, renewed authorized days, sessions, and patient responsibilities.

4. Follow up on declined credit card transactions for both current and discharged patients.

5. Review Verification of Benefits (VOB) and patient responsibilities with new admissions, addressing any financial inquiries related to step-down board fees or co-insurance fees.

6. Scan and upload financial documents to KIPU/EHR.

7. Provide relevant paperwork to the pharmacy department.

8. Keep the billing department informed about outstanding balances and updates regarding the billing department.

9. Communicate with the department and billing team regarding any potential or ongoing billing concerns.

10. Perform other duties as assigned within the scope of employment.

This is a full-time opportunity.

  • Del Mar, California, United States Casa Palmera Full time

    Position Overview:The Financial Counselor plays a crucial role in monitoring patient admissions and managing pending denial records. This position serves as a vital link between the admissions team and the financial office, collaborating closely with Utilization Review (UR) team members. The Financial Counselor is also responsible for updating internal...

  • Financial Advisor

    2 weeks ago


    Del Mar, California, United States Casa Palmera Full time

    Job OverviewThe Financial Counselor plays a crucial role in monitoring patient admissions and managing pending denial records. This position serves as a vital link between the admissions team and the financial operations department, collaborating closely with Utilization Review (UR) team members. The Financial Counselor is also responsible for updating...


  • Del Mar, California, United States Casa Palmera Full time

    Job SummaryCasa Palmera is seeking a skilled Financial Counselor to join our team. As a Financial Counselor, you will play a critical role in ensuring the smooth operation of our financial processes and providing exceptional service to our patients and families.Key ResponsibilitiesFinancial Analysis and Reporting: Utilize patient days and pending denial logs...


  • Del Mar, California, United States Center For Discovery Full time

    Job SummaryThe Center For Discovery is seeking a skilled Financial Counselor to join our team. As a Financial Counselor, you will play a critical role in ensuring that our patients receive the necessary financial support to continue their treatment.Key ResponsibilitiesMonitor patient days and pending denial logs to identify opportunities for financial...

  • Design Shop Advisor

    3 weeks ago


    Del Mar, United States Serena & Lily Full time

    DESIGN SHOP ADVISORDEL MAR, CASerena & Lily, lifestyle and home furnishings brand, is seeking Associates/Design Advisors for our Del Mar, CA Storefront. Design Shop Advisors are responsible for creating a best-in-class client experience through a superior commitment to sales and service. This is a wonderful opportunity to work in a customer focused and...


  • California, Missouri, United States BDO Australia Full time

    Job Summary:BDO Australia is seeking a highly skilled and experienced Senior Accountant to join our team as a Senior Financial Advisor. As a key member of our CFO Advisory team, you will play a critical role in providing finance function advisory services and transformation projects to our clients.Key Responsibilities:Assist the CFO Advisory team in...


  • California, United States Equitable Advisors Full time

    Become a Part of Our Financial Advisory TeamEquitable Advisors, a prominent player in the financial services and insurance sector, is on the lookout for dedicated individuals to join our ranks as Financial Advisors. In this capacity, you will:Evaluate financial data to devise strategies tailored for clientsEstablish and nurture a robust client portfolioOffer...


  • Del Mar, California, United States Casa Palmera Full time

    Job SummaryCasa Palmera is seeking a skilled Financial Counselor to join our team. As a Financial Counselor, you will play a critical role in ensuring the financial well-being of our patients and their families.Key ResponsibilitiesFinancial Analysis and Counseling: Utilize patient data and denial logs to identify opportunities for continued care and provide...

  • service advisor

    3 months ago


    Del Rio, United States Cecil Ford Del Rio Full time

    Job DescriptionJob DescriptionJob Summary: The responsibilities of a Service Advisor include greeting customers, listening to their needs, and scheduling appointments as needed. They may also set up loaner cars and verify insurance before maintenance is scheduled. About Us: The most effective job descriptions use this section to show why the company is a...


  • Pasadena, California, United States California Credit Union Full time

    Overview:General SummaryThe Financial Services Advisor (FSA) operates within a branch environment. This role adheres to established protocols to execute sales and service functions effectively. Delivers prompt, professional, and precise information to members and prospective members regarding the initiation of new accounts, loan acquisition, and...


  • Del Mar, California, United States Center For Discovery Full time

    Job SummaryThe Center For Discovery is seeking a skilled Financial Counselor to join our team. As a Financial Counselor, you will play a critical role in ensuring that our patients receive the necessary financial support to continue their treatment.Key ResponsibilitiesMonitor patient days and pending denial logs to identify opportunities for financial...


  • Del Mar, California, United States Discovery Behavioral Health Full time

    Position OverviewThe Financial Counselor plays a crucial role in the healthcare system by monitoring patient admissions and managing denial logs. This position is essential in ensuring that families are given the opportunity to maintain clinically recommended lengths of stay.Key ResponsibilitiesReview and analyze patient days and pending denial logs to...


  • California, United States Northwestern Mutual Investment Services, LLC Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary Focus on delivering results for the adoption of the new planning experience with existing advisors and new recruits who join Northwestern Mutual. Travel and spend significant time in person working with advisors, their...


  • Del Mar, California, United States Casa Palmera Full time

    Job OverviewCasa Palmera is a prominent provider in the behavioral health sector, dedicated to delivering exceptional care for individuals facing challenges related to mental health, substance use, and eating disorders. We prioritize hiring individuals who are passionate about making a positive impact in the lives of those we serve.Compensation Range: $21-24...


  • California, Missouri, United States BDO Australia Full time

    Job Summary:BDO Australia is seeking a highly skilled Senior Accountant to join our team as a Senior Financial Advisor. As a key member of our CFO Advisory team, you will play a critical role in providing finance function advisory services and transformation projects to our clients.Key Responsibilities:Assist the CFO Advisory team in delivering finance...


  • California, United States Steve Bush Financial Services Full time

    Join Our Team as a Financial Services ProfessionalOpportunity Overview:We are excited to offer a FULLY REMOTE position with a FLEXIBLE Entrepreneurial Schedule. As a Financial Services Professional, you will play a crucial role in enhancing financial literacy across diverse communities. Our approach is educational, guiding clients in planning and achieving...


  • Los Angeles, California, United States The Regents of the University of California on behalf of their Los Angeles Campus Full time

    Job SummaryThe Senior Advisor to the Vice Chancellor/CFO for Financial Systems will serve as the Vice Chancellor's principal advisor regarding the selection, implementation and maintenance of financial systems, including budget, planning, reporting, and business information tools, enterprise resource planning systems and software, such as Oracle or...


  • Del Mar, California, United States ASM Global Full time

    POSITION: Financial Compliance Specialist DEPARTMENT: Audit REPORTS TO: Point of Sale Manager FLSA STATUS: Non Exempt Summary ASM Global, a leader in the management of public assembly venues, is seeking a dedicated Financial Compliance Specialist for the upcoming season. This role is ideal for candidates with a robust background in finance, auditing, data...

  • Service Advisor

    1 month ago


    California, United States AutoNation Full time

    AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles,...

  • Financial Advisor

    2 weeks ago


    California, Missouri, United States Celebree School of Elkridge Full time

    Celebree School of Elkridge is seeking to fill 2 Finance Consultant positions. This is an excellent opportunity for individuals with a strong background in finance. Job Overview:We are looking for dedicated professionals to manage financial operations and provide expert advice on financial matters. Qualifications Required:- Chartered Accountant (CA) or Cost...