Financial Counseling Specialist

Overview

At Evergreen and our affiliates, we value collaborative, down-to-earth individuals and encourage self-expression. We recognize that our diverse workforce allows us to provide culturally competent care to everyone in our community.

The Financial Counseling Specialist is responsible for providing patient insurance assistance for patients of Evergreen Health. They will ensure these patients have healthcare coverage or appropriate payment arrangement in place in order for them to receive all available services  Financial Counseling Specialist will have knowledge of health insurance and all aspects of patient registration through billing and will communicate insurance issues to center staff and patients effectively, ensuring patient services will be reimbursed.

The financial counseling specialist is a vital part of the Evergreen revenue cycle, as well as the positive patient experience at Evergreen.

• Provides friendly, knowledgeable, culturally competent service to all patients.
• Verifies all patient insurance and financial info prior to appointments, and when needed, assists patients with any insurance or financial issues needing resolution prior to being cleared for appointments; places appropriate directive in EMR note for front desk staff
• Assists patients with insurance enrollment through the NY State of Health Marketplace, along with tracking and assisting with any recertification needs
• Advises self-pay patients, collects payments, and develops patient payment plans if needed
• Screens patients for Sliding Fee Scale eligibility based on income and household size and completes applications with eligible patients
• Contacts insurance companies to verify patient coverage levels to ensure all procedures are covered
• Works with patients to educate them on their benefits information
• Ensures that patient populations eligible for assistance programs receive enrollment assistance and information on all available coverage options
• Develops tools and processes to ensure insurance is obtained for every patient, and acts as a liaison between clinic and billing staff to ensure smooth billing process
• Collaborates with the billing staff regularly to ensure no claims are being rejected due to incorrect insurance information
• Assists billing staff on other billing processes, including credentialing, posting payments, denial research, etc.

Qualified Candidate will have a high school diploma or equivalent, Associate degree preferred; minimum of six (6) months previous experience working with patients in a medical center/practice setting; certification as a NYS Health Assistor and/or Certified Application Counselor is preferred; must be able to communicate clearly and professionally in writing and verbally; must have familiarity with MS Office Software (Outlook, Word, Excel);

must have excellent time management skills, problem solving and organizational skills; knowledge of different types of insurance coverage and policies required; sensitivity toward cultural diversity, people living with HIV/AIDS and lifestyle and addiction issues is essential.

Job Type: Full-time; 8:30 am to 4:30 pm or 9:00 am to 5:00 pm, with one late shift of 11:00 am to 7:00 pm on a Tuesday each month as part of a rotational schedule

Required education: High school diploma or equivalent;
Associate degree preferred

Required experience: Six (6) months previous experience working with patients in a medical center/practice setting; experience with/knowledge of insurance programs and policies required

Preferred

Certifications:

NYS Health Assistor and/or Certified Application Counselor

This position is posted with a salary range. The actual rate of pay offered will be based on a variety of individualized factors, including but not limited to a candidate’s skills, relevant experience, educational background, internal equity, and market considerations.

• Multiple comprehensive medical health insurance plans for you to choose from
• Dental and Vision coverage at no cost to you
• Paid Time Off package that equals 4 weeks of time in your first year