Patient Financial Counselor

Under minimal supervision, is responsible for insurance verification and eligibility, assessment of patient financial requirements, counseling patients on insurance benefits and copayments. Obtains pre-authorization of services. Obtains and maintains accurate patient demographics.

• Ensures all insurance, demographic, and eligibility information is obtained and entered into the system in an accurate manner.
• Performs insurance verification process on all third-party payors. Obtains initial and subsequent pre-authorization of services.
• Re-verifies benefits and obtains authorization and/or referral after treatment plan has been discussed, prior to initiation of treatment. Ensures appropriate signatures are obtained on all necessary forms.
• Utilizes the Summary of Patient Reimbursement and Liability form and obtains appropriate approvals as required.
• Performs financial counseling process on all patients prior to treatment, which includes patient financial obligations, billing practices and establishing payment arrangements.
• Documents financial counseling process and forwards to Billing Office
• Assists patients in obtaining financial assistance (i.e. Medicaid, drug replacement), outside assistance (i.e. transportation or other community services), and all appropriate forms filled out.
• Collects co-pays, deductible and other out of pocket amounts at time of visit.
• Assists in maintaining manuals, logs, and other required documents as required.
• Demonstrates an understanding for patient confidentiality to protect the patient and the clinic/corporation.
• Follows policies and procedures to contribute to the efficiency of the front office. Covers for and assists with other front office functions as requested.

• Ability to read, understand, and follow oral and written instructions.
• Ability to sort and files materials correctly by alphabetic and numeric systems.
• General knowledge of medical terminology.