Patient Financial Counselor

Overview

Patient Financial Counselor (PFC) is responsible for indirect patient care under the supervision of the Patient Access Manager. He/she will support the clinical workflow in the team based care model while also performing a variety of tasks to assist in the delivery of quality care. Responsible for interviewing, verifying insurance benefits, assisting and performing financial case management for uninsured and under-insured patients.

Reviews, evaluates and coordinates health insurance benefits available through public and private health care coverage programs to ensure payment. Provides guidance and positive leadership in day-to-day activities and interacts with staff, patients, public and private partners. The Patient Financial Counselor will work closely with the clinical and billing departments.

• Interviews and counsels under-insured and uninsured patients to determine financial eligibility.
• Assists uninsured and under-insured patients with the application for the NTACHC Sliding Fee Scale program, Medicaid, HTW and programs.
• Ensures complete and accurate applications following the guidelines of the Sliding Fee Process protocol.
• Follows up with patients to assist with receipt of verification paperwork to complete applications and eligibility.
• Provide information about insurance affordability programs and coverage options.
• Interview benefit recipients at specified intervals to certify their eligibility for continuing benefits.
• Answers the telephone in a prompt, courteous manner identifying their name and department they are working in.
• Assists in maintaining an atmosphere of cooperation with other departments and allied professionals.
• Helps in registration when needed.
• Obtains and copies insurance cards and updates all financial data in the patient account.
• Posting of payments.
• Interpret and explain information such as eligibility requirements, application details.
• Initiate procedures to grant, modify, deny assistance, or refer applicants to other agencies.
• Compile records and evaluate personal and financial data.
• Work with team members to identify system and workflow improvements to enhance efficiencies.
• Work with various city, state, and federal agencies to assist patients with enrollment in various programs.
• Keep current and knowledgeable of all policies, procedures, processes while ensuring staff is educated.
• Other duties as assigned.

• Oral and written communication skills at a level typically acquired through completion of a bachelor’s degree program in public health, health education, communications or related progra An equivalent combination of education and experience will be considered.
• Knowledge of the health and human services infrastructure, health insurance programs and public coverage options – Preferred.
• Ability to effectively develop and nurture relationships with a diverse group of stakeholders.
• Ability to work independently and coordinate multiple tasks.
• Ability to enthusiastically communicate with potential enrollees.
• Strong computer skills with proficiency in Outlook, Word, PowerPoint, Excel, internet-based applications and the Microsoft operating system.
• Ability to travel for work purposes.

• Associates degree or 1 – 3 years of financial screening experience.
• Bilingual (English/Spanish) in verbal and written communication is highly preferred
• A high degree of organization and accuracy.
• Perform complex and comprehensive medical care on a variety of patients.
• Must have strong listening, written and oral communication skills, with ability to communicate clearly.
• Must have the ability to understand and respond effectively and with sensitivity to all age spectrums.
• Train and evaluate assigned staff.
• Work with various cultural and ethnic groups in a tactful and efficient manner.
• Ability to work with diverse staff as needed.
• Valid  Auto Insurance for work travels.

The physical demands described herein are representative of those that must be met by a staff member to successfully perform the essential functions associated with this position. Because we are committed to inclusion of those with disabilities, reasonable…