Financial Counselor

4 days ago

San Antonio, Texas, United States Prelude Fertility Full time
Financial Counselor Job Description

We are seeking a skilled Financial Counselor to join our team at Prelude Fertility. As a Financial Counselor, you will play a critical role in ensuring the accurate processing of patient accounts and coordinating all facets of patient accounts, credits, and collection of Accounts Receivable.

Key Responsibilities:
  • Verify insurance and provide financial counseling to assist with self-pay accounts.
  • Responsible for financial counseling of prospective and new patients, with an emphasis on patient retention and creative problem-solving.
  • Establish an ongoing relationship with patients, in an effort to provide financial counseling throughout the treatment process.
  • Assist patients with patient account questions and serve as a resource & liaison between internal advocate departments and insurance carriers.
  • Explains fees and available financial plans to patients in person or via telephone.
  • Set up payment plans following guidelines and provides patient with contract for selected financial plan.
  • Corresponds with patient regarding fees due and collects fees from patient at beginning of cycle.
  • Obtains insurance benefit information/authorization/pre-determination for patients.
  • Assists patients in preparing insurance forms, answers patients' questions about unpaid balances and verifies balances and refunds for accuracy.
  • Document appropriate follow up notes on accounts and upkeep of any daily spreadsheets required by supervisor.
  • Process patient payments and refunds following the department's process.
Qualifications:
  • High School diploma or equivalent is required; Bachelor's degree preferred.
  • 1-2 years of experience providing financial counseling in a health care related field REQUIRED.
  • Women's health experience preferred.
  • Bilingual - Spanish a plus.
What We Offer:
  • FREE employee only coverage option for the medical, dental and vision plans plus FREE basic life insurance, EAP and long-term disability insurance.
  • Adoption assistance and fertility benefits.
  • Maternity and paternity/partner paid leave.
  • 401k with generous match.
  • 11 Company-paid holidays (1 float).
  • PTO starting at 18 days/year.
  • Team-oriented, collaborative work environment.
  • Family member recognition program.
  • Continuing education/professional development reimbursement and time off.
  • Family member referral program.

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