Financial Advisor

Summary

Interviews incoming patient or representative and enters information required for admission into computer by performing the following duties.

• Interviews patient or representative to obtain all accurate information needed to perform and bill for services provided.
• Obtains signatures needed to provide services and authorizations for treatment.
• Records all information accurately in healthcare software system.
• Scans insurance cards, personal identification, and any signed documents into the healthcare software.
• Verifies eligibility of insurance and obtains signatures on services not covered by insurance (ABNs).
• Provides patients with an estimate of their costs and obtains payment on their account.
• Posts payments to patient’s accounts.
• Notifies department of testing required and directs patient to department.
• Answers phone calls and directs communication to departments. Gives general information.
• Handles all Bankruptcies as required by law.
• Files Creditor’s Claim on deceased patients who have an estate.
• Updates address from mail returns or outside collection agency.
• Completes registration on specimens processed in lab.
• Balances cash drawer each day.
• Works with outside collection agencies to obtain payments.
• Processes weekly Bad Debt (including Medicare Bad Debt) and prepares reports for additional outside collection agency.

This job has no supervisory responsibilities.

To perform the job successfully, an individual should demonstrate the following competencies:

Problem Solving - Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics.

Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments.

Interpersonal Skills - Focuses on solving conflict, not blaming; maintains confidentiality; listens to others without interrupting; keeps emotions under control; remains open to others' ideas and tries new things.

Oral Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings.

Written Communication - Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data effectively; able to read and interpret written information.

Teamwork - Balances team and individual responsibilities; exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone's efforts to succeed.

Business Acumen - Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition, aligns work with strategic goals.

Cost Consciousness - Contributes to profits and revenue; conserves organizational resources.

Diversity - Demonstrates knowledge of EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes a harassment‑free environment.

Ethics - Treats people with respect; keeps commitments; inspires the trust of others; works within integrity and ethically; upholds organizational values.

Organizational Support - Follows policies and procedures; completes administrative tasks correctly and on time; supports organization's goals and values; benefits organization through outside activities; supports affirmative action and respects diversity.

Strategic Thinking - Develops strategies to achieve organizational goals; understands organization's strengths & weaknesses; adapts strategy to changing conditions.

Judgment - Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for…