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financial counselor

  • Performs financial counseling process on all patients prior to treatment, which includes patient financial obligations, billing practices, and establishing payment arrangements.
  • Evaluates and explains the patient’s insurance benefits in terms that they understand.
  • Determines need for additional coverage (underinsured) and follows Financial Assistance/Indigent Care Policy.
  • Assists patients in obtaining financial assistance, outside assistance, and all appropriate forms filled out. Determines which plans are available to assist the patient with their out of pocket expenses.
  • Works with pharmaceutical companies and other resources to obtain grants and financial aid for patients in need. Determines if patient qualifies for manufacturer drug replacement.
  • Discusses and initiates Practice Credit Policy as well as Patient Notification of Financial Responsibility.
  • Answers any questions the patient may have about reimbursement and payment.

financial counselor

  • Mail Room
  • Hospital Deposits
  • Provides ongoing financial communication with all patients undergoing treatment.
  • Establishes payment arrangements with the patient and documents appropriately.
  • Discusses payment arrangements with patients for outstanding patient balances.
  • Follows policies to contribute to the efficiency of the front office.