Financial Counselor I
Core
Screens uninsured and underinsured patients at bedside and prior to/post services to identify government or charity programs covering medical expenses.
Role type
Entry-level financial counselor (patient access)
Builds
Patient financial clearance and payment collection for hospital services
Domain
Healthcare / Patient Financial Services
Deliverable
dashboards & analysis
Required skills
Medicare/Medi-Cal eligibility assessment, patient financial interview, application completion, payment processing, problem solving, multi-tasking
Preferred skills
Bilingual (English/Spanish), Epic proficiency, metrics-driven environment experience
Technologies
Epic, POS payment systems, web-based screening tools, Microsoft Office
Responsibilities
Determine financial clearance for patient visits, assess risk of unsecured cases, estimate out-of-pocket costs, collect deposits, perform registration and admitting process, communicate with patients and staff
Seniority
Entry-level, on-the-job training expected