Financial Counselor Resume Examples

financial counselor

  • Responsible for financially clearing patients at ER, hospital bedside or OP registration to obtain cash payment or determine eligibility for various governmental programs.
  • Goes over insurance and costs of procedures with patients before admitting them to the hospital.
  • Collect the payment and update the patient billing records.
  • Notifies hospital case management, social services and admission staff of case screening determinations and outcomes via verbal and written communications.
  • Explains hospital regulations, such as visiting hours, payment of accounts, charges, etc.
  • Set up arrangements / monthly installment plans for patients to payoff balances within the guidelines of the RGH collection policy.

senior financial counselor (ip/billing)

  • Educate patients about payment options and financial assistance
  • Communicate with patients and insurance companies on the phone
  • Appropriately document and report payment information
  • Negotiate and strategize patient payment arrangements
  • Update patient accounts and balances 
  • Review and process patient and insurance company forms 

financial counselor

  • Screen families or possible assistance from Children’s Mercy or Missouri/Kansas Medicaid
  • Guide families that qualify for assistance through the application process for Medicaid coverage in Missouri and Kansas 
  • Assist families that qualify for financial assistance at CMH with the application process
  • Process 40 financial assistance applications monthly
  • Touch 5 holdbills each day
  • Touch 15 accounts daily
  • Meet with walk-in families to discuss options regarding their bill

financial counselor

  • Receive payment by cash, check, credit cards, or automatic debit with-drawls.
  • Created OB agreement and collected deposits based off insurance benefits 
  • Kept track of existing payment plans and pulled money due. 
  • Created payment plans for OB deposits, and over due account balances. 
  • Called insurance companies and verified benefits 
  • Reviewed claims and sent messages to the appropriate parties to fix any problems. 

financial counselor

  • Communicate with physician, physician staff, medical records staff, patients, and patient’s family to meet patient’s needs.
  • Verification of insurance coverage for requested procedures and testing for patients.
  • Schedule patient’s for necessary procedures and testing.
  • Assist patients in updating demographics and all personal information in medical chart.

financial counselor

  • Managed patients billing and accounts inquiries.
  • Coordinated payment plans.
  • Calculated patients co payments for visits and procedures. 
  • Liaison between office and insurance companies.
  • Coordinate insurance benefits and authorizations.
  • Organized all billing records and accounts.
  • Analyze all delinquent accounts and mad recommendations of possible solutions.

financial counselor

  • To admit and register incoming patients in all points of entry.
  • To answer the phone in a timely manner while transferring calls to the correct place.
  • To correctly enter the right insurance plan and collect payments from the patient or person financially responsible.
  • Price accounts and obtain authorizations from patients insurance while keeping the patient informed along the way.
  • To maintain an organized work place for myself and for my coworkers.
  • To work efficiently and with order with the staff and patients so that things can run at a smooth steady past.
  • To protect the patients privacy and confidentiality while remaining accurate 

financial counselor

  • Arrange for debt repayment and establish monthly payment plan, based on guarantors’ financial situation and the clinics guidelines.
  • Notify guarantor of delinquent accounts by telephone, to solicit payment. 
  • Advise guarantor of necessary actions for debt repayment.
  • Perform various administrative functions for assigned accounts, such as recording address changes and documentation of deceased guarantors.

financial counselor

  • Interview patients to determine their current income, expenses,      insurance coverage, tax status, financial objectives, or other   information needed to develop a financial funding. 
  • Analyze financial information obtained from patients to determine eligibility for meeting patient’s financial needs.
  • Implement financial planning recommendations or refer patients to someone who can assist them with different funding. 
  • Contact the patient’s annually to determine any changes in the patients financial status. 
  • Explain to the patient the personal advisor’s responsibilities and the types of services that are provided. 
  • Knowledge of third party payers, assisted with the Obama Health Care insurance, collect copay if applicable. 

financial counselor

  • Schedule and confirm appointments for patients to discuss financial assistance programs.
  • Organized and distributed mail and coordinate the flow of information, internally or with other organizations.
  • Collect co-pays and deposits from inpatient and outpatients.
  • Set up payment arrangements.
  • Processed and posted payments to patient accounts and prepared bank deposits for all departments.
  • Initiated process and improvement team and provided training to new hires.
  • Prepare financial data on high dollar accounts on patient accounts.