Financial Counselor

PURPOSE STATEMENT:

Responsible for accurate, timely and complete documentation regarding insurance verification, billing and collections.

Primary Responsibilities
The duties of this role include, but are not limited to, the following:

Billing & Claims Management

• Manage monthly patient statements.
• Complete weekly professional and institutional billing.
• Process weekly Medicaid billing.
• Call on denied claims and complete all necessary followup.
• Post payments, including EFTs, checks, and credit cards.
• Add new clients into Medhost as needed.
• Track cash collections and maintain accurate census records.
• Gather and interpret system data to determine appropriate next steps and initiate timely actions to secure payment.

Patient Financial Services

• Provide financial counseling to patients, including collecting outofpocket amounts such as deductibles, copays, and exhausted days.
• Explain benefits and financial obligations to patients.
• Set up payment plans and complete promissory notes for patients requesting arrangements.
• Complete financial disclosure paperwork for patients seeking assistance and verify income/expenses through Equifax.
• Prepare adjustment forms for charity or administrative adjustments for approval.

Admissions & Documentation

• Audit admission packets to ensure accuracy and completeness.
• Verify benefits and confirm all demographic information entered into the patient accounting system.

Reporting & Compliance

• Update the upfront collections log, charity log, and administrative adjustment log daily.
• Review logs weekly with the Director of Business Office.

Experience:

• Medical Billing: 1 year (Preferred)
• EMR: 1 year (Preferred)

Work Location: In person

While this job description is intended to be an accurate reflection of the requirements of the job, management reserves the right to add or remove duties from particular jobs when circumstances
(e.g. emergencies, changes in workload, rush jobs or technological developments) dictate.

We are committed to providing equal employment opportunities to all applicants for employment regardless of an individual’s characteristics protected by applicable state, federal and local laws.

TURNPT