Financial Representative

3 weeks ago

Escondido, California, United States Palomar Health Full time
Job Summary

We are seeking a highly skilled Financial Representative to join our team at Palomar Health. As a key member of our Patient Access Department, you will play a critical role in ensuring seamless financial interactions with patients and families.

Key Responsibilities
  • Serve as the first point of contact for patients and families regarding funding sources for inpatient and outpatient services.
  • Screen all admissions on a daily basis and educate referring physicians' offices, patients, and their families on hospital policy and procedures regarding various methods of payment sources for services rendered.
  • Obtain and document information that appropriately designates current funding information and/or provides information on available funding sources if the patient/family does not have current sources.
  • Work in collaboration with all departments and units in the revenue cycle to appropriately communicate issues and/or barriers, and to formulate work plans for resolution.
  • Obtain appropriate up-front collection on all self-pay accounts as well as co-pays, deductibles, and co-insurance as identified in information provided by the patient's insurance card or through the eligibility and verification process.
  • Screen the patient for possible other 3rd party and charity eligibility and keep up-to-date on admission/business office insurance procedures.
  • Appropriately administer the Palomar Health Financial Assistance Policy and Procedures to determine if the patient is eligible for discounted prices for services or is eligible for charity care designation.
  • Be well-versed in policy and procedure that pertains to AB774 and be able to assist the patient/family in determining if they qualify based on federal poverty guidelines.
  • Responsible for careful financial evaluation of all admissions, taking appropriate steps that are most beneficial to the hospital, while giving the proper level of consideration to the patient.
  • Must be firm and decisive, yet courteous, tactful, considerate, and show concern and empathy for the patient/family under often stressful situations.
  • Must have the knowledge and confidence to make decisions regarding methods of payment and have the ability to work with frequent interruptions.
  • Speak and read English at a level that is sufficient to satisfactorily perform the essential functions of the position.
  • Knowledge of standard office equipment (i.e., calculator, fax, photocopier) and personal computer and computer software skills (i.e., MS Windows, Excel, Access, Word, PowerPoint, internet, e-mail).
  • Windows computer skills including proficient use of keyboarding, use of mouse or keys for functions such as selecting items, use of drop-down menus, scroll bars, opening folders, copying, and similar operations required upon employment or within the 1st two weeks of employment to perform the essential functions of the job.
Requirements
  • High School Diploma and/or combination of education and experience.
  • Preferred Education: High School Diploma and/or combination of education and experience plus 1 year healthcare-related experience or basic college/medical coursework to learn medical terminology.
  • Minimum Experience: 2 years Patient Access and/or Patient Financial Services experience assisting patients with insurance and government-funded programs.
  • Preferred Experience: 3+ years Patient Access and Patient Financial Services experience assisting patients with insurance and government-funded programs, including experience related to billing and payment of government-funded health plans.
  • Bilingual (Spanish) Required.
  • Preferred Certification: Certified Healthcare Access Associate (NAHAM) or equivalent.
  • Preferred License: Not Applicable.

We are an equal opportunity employer and do not discriminate against applicants or employees based on race, color, gender, religion, creed, national origin, ancestry, age, disability, sexual orientation, marital status, or any other characteristic protected by law.

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