Medical Financial Counselor

AWHS Medical Financial Counselor Job Description

Job Summary

The Medical Financial Counselor position serves as a primary contact to educate families and individual patients about insurance and patient financial responsibilities. The Patient Financial Counselor conducts all interactions in a manner that result in a positive patient experience and full patient understanding of their financial responsibilities and options.

Reports to: Practice Administrator.

FLSA Status: Non-Exempt.

Essential Duties/Responsibilities

• Provide welcoming, professional customer service to patients, families, and visitors.
• Complete patient pre-registration, admission, demographic, insurance, and consent processes.
• Verify insurance coverage and accurately enter patient information into the EMR.
• Explain insurance benefits, patient financial responsibilities, charges, and payment policies.
• Calculate, collect, and document patient payments and financial obligations.
• Establish payment arrangements and monthly installment plans in accordance with organizational policies.
• Follow up on outstanding balances, including collection calls, letters, and payment arrangements.
• Document all account activity, communications, payments, and follow-up actions in the appropriate systems.
• Assist self-pay patients with financial assistance options and maintain required documentation.
• Submit bad debt accounts and maintain communication with collection agencies.
• Respond to patient inquiries by phone and email and resolve concerns professionally.
• Support financial reporting, departmental productivity, and other administrative functions as assigned.
• Promote the organization’s mission, vision, values, and positive public relations.