Financial Intake Representative

Overview

Chestnut Health Systems is seeking a full-time Financial Intake Representative to work Monday through Friday at our Bloomington, IL facility.

Chestnut Health Systems is a leading provider of behavioral and primary health care services. Over four decades, Chestnut has grown to over 700 committed, compassionate employees providing substance use, mental health and primary care treatment to patients in Central and Southern Illinois. We provide fully integrated care for all of our patients by combining behavioral health care services with our community-based primary care health centers.

Chestnut also conducts research and training throughout the U.S.A, as well as provides employee assistance programs internationally.

• Assist clients, members of the community, and families with financial intake, insurance applications and grant funding requirements. Address questions that relate to financial intake or access to Chestnut services. If appropriate, notify any services not covered by the person’s current benefits.
• Obtain, complete, and maintain required data entry for the purpose of inputting demographic, financial, and intake information into the EMR. This includes, but is not limited to: income, insurance eligibility and coverage, funding sources, appropriate payers and waterfall priority. Consistently enter clear and timely documentation of all billable and non-billable services provided.
• Thoroughly explain required intake paperwork in accordance with program and agency policies and procedures. Obtain all required signatures from clients (or responsible parties) pertaining to accessing and maintaining services. Distribute materials related to financial assistance, client rights, and Chestnut services as needed.
• Present a courteous, respectful, and professional demeanor to clients, visitors, and other staff during normal business operations and while assisting clients and their families through intake for services.
• Maintain consistent knowledge of Chestnut’s policies, procedures, and services. Keep current standing in various required trainings both in person, electronic, or on the company’s training module. Complete Crisis Prevention Institute (CPI), and Cardiopulmonary Resuscitation (CPR) trainings within one (1) year of hire. Complete Incident Reports as necessary.
• Maintain several filing systems (both electronic and physical) and complete data entry for reports with a high standard of organization and attention to detail. Maintain and monitor email, voicemail, and mailbox.
• Participate in individual supervision and team meetings for personal and departmental development. Apply feedback appropriately.
• Promote Chestnut’s culture of customer service excellence through the adherence to Chestnut’s behavioral standards for customer service. Exercise trauma-informed communication and inclusive care.
• Maintain and protect confidentiality and security of all organizational information gained in the course of performing job responsibilities both inside and outside the workplace including, but not limited to, financial and client information.
• Perform other duties as assigned by supervisor.

• Requires a high school diploma or equivalent.
• Must have at least three (3) years’ experience working in a customer service environment, office setting, and/or health services-related field.
• Experience in a mental health or substance use environment desired.
• Prior experience and knowledge of insurance carriers, billing, or accounts receivable preferred.
• Must either have or obtain a Certified Application Counselor (CAC) certification within one (1) year from the date of hire.
• Must have intermediate computer and typing skills; intermediate skills using Word and Excel; and possess the ability to learn other Microsoft Office Products.
• Position requires the ability to communicate in a professional manner in person, over the phone, and via telecommunications.
• Position also requires strong attention to detail and organizational skills, with the ability to work both independently and collaboratively, and to effectively structure a workday.
• Satisfactory completion of Chestnut's background checking process.

PHYSICAL…