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6

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.
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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 
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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.
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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. 
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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.