Financial Counselor Team Lead
Listed on 2026-03-01
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Healthcare
Healthcare Administration, Healthcare Management, Medical Office
Protect the financial interests of the clinic by managing the financial counselor team for accurate and timely collection of patients out of pocket estimates prior to scheduled procedure.
Position Responsibilities- Subject matter expert for Hughston entities’ revenue cycle policy and procedures related to pre-collection of patient OOP costs of MRI, surgical, DME, Biologic services, etc.
- Subject matter expert for Hughston entities’ payment/collection policies and procedures.
- Review, resolve, and escalation first level patient billing.
- Oversee daily activities of reporting KPI’s of Financial Counselors.
- Manage Time and PTO in time reporting system for all assigned staff members.
- Provide education and training on procedures related to pre-collection of patient’s out of pocket responsibilities for services.
- Set/Manage monthly pre-collections goals for Financial Counselors.
- Recognize or counsel staff when meeting and/or not maintaining communicated goals.
- Manage the assignment of procedure/advanced diagnostic schedules for new providers and/or locations.
- Contact patient via phone/letter/email/third party communications to educate and arrange for pre-payment of estimated out of pocket prior to scheduled procedure.
- Assist patients with the arrangement of payment plans for outstanding balances as outlined by Hughston policies.
- Travel as needed to provide support, back up, education to financial counselors/clinical staff and/or leadership.
- Act as resource for clinic staff/ front desk regarding reimbursement methodologies, insurance plans, fee schedules and financial policies.
- Contact patient and/or responsible party for discussion of amounts in patient’s responsibility.
- Collect on amounts owed by patients using practice management tools in accordance with all applicable accounting and financial policies.
- Process verbal payments.
- Process virtual payments.
- Oversee unpostable Dashboard to ensure timely allocation of cash.
- Oversee Correspondence Dashboard to ensure timely disbursement.
Required:
- Three (3) years’ experience in medical office setting
Preferred:
- Experience managing a team in a medical office setting
Required:
- High School Diploma or equivalent.
Required:
- Valid Driver’s License and satisfactory motor vehicle record (MVR) may be required.
- Must be able to work independently.
- Must have working knowledge of HIPAA.
- Must have knowledge of medical insurance, medical terminology, and computer skills.
Preferred:
- CRCR, CPAR, or other relevant certification.
Candidates who are hiredare eligible to receive a Healthcare Financial Management Association (HFMA) membership and access to certification trainings.
The Hughston Clinic, The Hughston Foundation, The Hughston Surgical Center, Hughston Clinic Orthopaedics, Hughston Medical, Hughston Orthopaedics Trauma, Hughston Orthopaedics Southeast and Jack Hughston Memorial Hospital participate in E‑Verify. This company is an equal opportunity employer that recruits and hires qualified candidates without regard to race, religion, color, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
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