Patient Financial Counselor

Essential Functions:

• Appropriately document and report payment information
• Educate patients about payment options and financial assistance; Calculate and collect cash payments
• Negotiate and strategize patient payment arrangements and update patient accounts and balances
• Review and process patient and insurance company forms
• Review daily encounter that are sliding scale (if applicable)
• Responsible for determining eligibility for state program
• Maintain complete records of all patients applying for indigent or financial assistance to include the application, proof of income, the acceptance/denial letter, and any other applicable documentation
• Records and maintains complete documentation of activities performed on account while in-house
• Maintain a knowledge base of programs offered by SHS
• Advise self-pay patients of their medical and dental care options available in the community for future follow-up care
• Explains Spectrum policies, such as payment of accounts, charges, etc.

• Participates in data gathering for financial reporting
• Set up arrangements/monthly installment plans for patients to payoff balances within the collecting guidelines of SHS
• Discuss outstanding balances with patients attempting to receive future services
• Provide sliding scale details for the future service and create a payment plan to resolve older debt
• Submit bad debt collection files on a daily basis
• Be willing to serve as a communication liaison between the departments
• Assist in registering patients when needed
• Assist insured patients with updating and correcting any coordination of benefit issues
• All other duties as assigned

 

Supervisory Responsibilities:

• None

Qualifications and Experience:

• High school graduate or equivalent
• Ability to multitask
• Excellent communication skills
• Previous experience in a primary care physician’s office is preferred
• Medical terminology knowledge desired
• Ability to work effectively within role independently and with other team members