Financial Counselor

OBJECTIVE/OVERVIEW

Under the direct supervision of the Revenue Cycle Director, the Financial Counselor performs professional-level duties, which generate and maximize earned income for Open Cities Health Center, Inc. These responsibilities include account resolution, soft self-pay collections and exceptional customer service. This is a hybrid position with the potential to be 100% remote.

JOB RESPONSIBILITIES

Account Follow-Up: Monitor delinquent accounts, run A/R reports, and initiate contact with patients via phone, mail, or patient portals regarding unpaid balances.

Payment Processing & Plans: Negotiate full payments, set up and monitor structured payment arrangements, and assist with electronic payment processing.

Insurance & Billing: Verify all primary and secondary insurance claims are properly billed before routing balances to patient responsibility.

Customer Support: Answer inbound calls and emails to explain billing statements, clarify charges, and resolve discrepancies.

Financial Assistance: Screen patients for presumptive financial assistance or charity care programs and refer uncollectible accounts to third-party collection agencies.

Exercises independent judgment to resolve patient billing issues

Assists with audits, site reviews, and other regulatory requirements.

Follows HIPAA guidelines when accessing and sharing patient information. Maintains patient and business confidentiality.

Processes Good Faith Estimates

Other duties assigned as needed

KNOWLEDGE, SKILLS, AND ABILITIES

Ability to perform highly complex and varied tasks requiring a thorough understanding of the revenue cycle.

Strong technical computer/technical skills

Must have a thorough understanding of general accounting principles, medical insurance, coding, and associated regulations.

Able to work independently with little supervision.

Is highly accurate and with attention to detail.

Demonstrates excellent problem-solving, communication, customer service, and decision-making skills with the ability to work under pressure, manage conflict, and appropriately prioritize responsibilities.

Stellar verbal and written customer skills desired.

eClinical Works experience preferred

MINIMUM QUALIFICATIONS

Experience: 1–3 years in medical billing, healthcare revenue cycle, or a high-volume call center environment.

Technical Proficiency: Strong computer skills, including familiarity with medical software (e.g., ECW) and spreadsheet tools like Microsoft Excel.

Regulatory Knowledge: Solid understanding of HIPAA guidelines and compliance with the Fair Debt Collection Practices Act (FDCPA).

Interpersonal Skills: Excellent conflict resolution, empathy, and negotiation skills to handle sensitive financial conversations

Experience working in various software programs, including Microsoft Office, payer portals including MNITS

A high school diploma or above.

DESIRED QUALIFICATIONS

Certification as a Revenue Cycle Specialist (CRCS).

Experience working in eClinical Works (eCW)

Experience working with patients and staff from diverse backgrounds, beliefs, and ethnicities.

Soft collections experience desired