Financial Counseling Representative
Core
Counsel patients on financial obligations, insurance benefits, and payment options while assisting with financial assistance applications.
Role type
Patient Financial Counselor
Builds
Patient payment plans and financial assistance program enrollments
Domain
Healthcare administration / Patient financial services
Deliverable
client delivery
Required skills
patient counseling, insurance benefits navigation, financial assistance program identification, multi-system navigation, high-volume call handling, documentation
Preferred skills
medical terminology, state and federal assistance program knowledge
Responsibilities
Explain financial responsibilities and payment options to patients; Contact insurance carriers to advocate for patients; Initiate collection processes for prepayments; Identify and assist patients with financial assistance program applications; Notify departments of potential service delays due to lack of pre-approval; Maintain accurate documentation of pre-processing information.
Seniority
Entry-level, individual contributor
