Patient Financial Counselor

Job Overview

JOB DETAILS

REQUIREMENTS

• Strong communication skills with an ability to convey complex information simply.
• Proficiency in using electronic health record (EHR) systems and billing software.
• Attention to detail to ensure accuracy in all financial transactions.
• Previous experience in medical billing or patient accounts management.
• Familiarity with insurance verification processes and healthcare regulations.
• Ability to work collaboratively within a team-oriented environment.

RESPONSIBILITIES

• Meet with patients (remotely) to review their insurance benefits, co-pays, deductibles, and estimated charges related to upcoming services.
• Provide clear and compassionate explanations of financial responsibilities, billing processes, and payment policies.
• Identify patients who may qualify for financial assistance, Financial Hardship, or other third-party coverage, and guide them through the application process.
• Collaborate with Office Administrators, Billing, and Clinical teams to ensure accurate financial clearance and pre-service collections.
• Set up payment plans, collect upfront payments when necessary, and follow up on outstanding balances.
• Maintain thorough and accurate documentation of all financial counseling interactions in the electronic health record (EHR) and/or financial systems. Participate in audits, training, and quality improvement initiatives related to patient financial services.
• Other duties as assigned

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