Financial Counselor
Core
Liaison between patients and the practice coordinating payments, insurance verification, and financial assistance to ensure patients can access care.
Role type
Financial Counselor
Builds
Patient payment arrangements and insurance coverage verification
Domain
Healthcare / Medical Billing
Deliverable
client delivery
Required skills
Insurance verification, pre-certification and prior authorization, medical terminology, ICD10/CPT codes, cash handling, payment plan negotiation, grant program coordination
Preferred skills
Clinical or business office experience, second language proficiency
Technologies
EMR, billing software, MS Office (Word, Excel, PowerPoint, Outlook)
Responsibilities
Monitor and coordinate pre-certification and prior authorization processes with insurance companies; review patient treatment plans to establish financial responsibility; generate service estimates and explain insurance benefits to patients; identify and resolve outstanding patient balances; assist patients with completing paperwork for financial aid and grant programs; communicate fiscal responsibilities to providers and staff.
Seniority
Entry-level to Mid-level, hands-on IC
