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1

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.
2

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 
3

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
4

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. 
5

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.