Financial Counselor
Core
Assist patients in identifying financial assistance and managing accounts receivable to resolve fiscal responsibility.
Role type
Financial Counselor
Builds
Payment plans, payroll deductions, and financial assistance programs
Domain
Healthcare / Patient Financial Services
Deliverable
client delivery
Required skills
Patient interviewing, financial analysis, payment plan administration, insurance verification, demographic data management, problem solving within policy guidelines
Preferred skills
AIDET protocol application, customer service excellence, team collaboration
Responsibilities
Interview self-pay patients prior to discharge for financial assistance planning; complete financial analysis and collect estimated patient liabilities; coordinate with third-party eligibility vendors; verify and update patient demographics and insurance information; communicate with patients and departments to ensure timely reimbursement and assistance.
Seniority
Entry-level, individual contributor