Financial Counselor
3 weeks ago
A Financial Counselor serves as the liaison between patients and the practice, coordinating payments, assistance, and communication of financial responsibilities. This role performs quality control functions for pre-certification and prior authorization, ensuring patients' insurance benefits are up-to-date in electronic medical records and billing software.
Key Responsibilities- Coordinate pre-certification and prior authorization processes with insurance companies, including peer-to-peer and appeals.
- Review patient schedules and treatment plans to establish financial responsibility.
- Verify insurance benefit coverage and patient fiscal responsibility.
- Generate estimates of service and review with patients, explaining insurance benefits and fiscal responsibility.
- Obtain necessary information from patients for assistance income guidelines.
- Identify and review patient ageing balances, establishing proper arrangements.
- Communicate with providers, nursing staff, and coworkers to discuss fiscal responsibility and other items.
- Work with outside entities to ensure full collaboration and completion of forms and items.
- Assist patients with completing necessary paperwork for assistance and grant-funded programs.
- High school diploma or GED required; further education or degree a plus.
- Minimum two years of experience in the healthcare field, preferably in a clinical or business office setting.
- Prior experience in healthcare customer service, medical terminology, insurance verification, and pre-certification/prior authorization.
- Excellent verbal and communication skills, with proven insurance knowledge and medical terminology understanding.
- Cash handling and monetary collection experience, with ability to calculate and collect patients' responsibility and insurance co-pay/coinsurance.
- Critical thinking, problem-solving, analysis, decision-making, planning, time management, and organizational skills.
- Developed interpersonal skills, emotional intelligence, diplomacy, tact, conflict management, delegation skills, and diversity awareness.
- Good command of the English language, with effective communication skills (oral, written, presentation), active listening, and balanced feedback.
- Strong customer focus, with ability to build an engaging culture of quality, performance effectiveness, and operational excellence.
- Self-management, with ability to work independently with limited supervision, manage time, conflicting priorities, self, stress, and professional development.
#AONA
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