Financial Counselor

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Full Time Benefited Not Applicable Fort Collins, CO, US

Salary Range: $24.00 To $28.80 Hourly

• Salary Range: $24 - $28.80 per hour based on relevant years of experience
• Location:
  
  Larimer County, CO
• Status:
  Full-time, 40/hrs. week

The salary range for this position is Summit Stone’s good faith belief and reasonable estimate of the range of possible compensation for this position at the time of the posting. Summit Stone may ultimately offer more or less than the posted range. The compensation offered to the successful applicant may vary based on factors including the applicant’s education, training, skills, experiences, and other job-related information and how relevant those are to Summit Stone’s needs, aspirations, organizational priorities, and the evolving needs and delivery of services to the community that it serves.

Responsible for providing financial assistance and financial clearance support for clients receiving behavioral health services who are uninsured or underinsured, ensuring timely access to care. The Financial Counselor conducts comprehensive financial and benefits screenings, collects and reviews required documentation and determines eligibility for available payer sources and financial assistance programs, including Medicaid, the Discounted Fee Scale/charity care, and other applicable programs or grant funding.

This role collaborates closely with inpatient and outpatient teams to verify coverage prior to service delivery, identify barriers to care, and support re-verification and renewal activities to prevent interruptions in coverage. The Financial Counselor provides individualized education and advocacy to help clients understand expected costs, billing processes, and their rights and responsibilities, while maintaining accurate, confidential documentation and required reporting.

This position is trained and maintains competency as a Certified Application Assistant to directly support clients navigating the Medicaid application process and related state requirements.

• Conduct financial screenings for uninsured or underinsured clients, including gathering, reviewing, and validating required documentation.
• Determine eligibility and identify appropriate coverage and assistance options (e.g., Medicaid, Discounted Fee Scale/charity care, other applicable programs, and grant funding) to support timely access to behavioral health services.
• For inpatient services, meet with uninsured or underinsured clients after admission to verify coverage, assess Medicaid application appropriateness, and identify available funding options.
• For outpatient services, complete financial clearance activities prior to service delivery by confirming coverage status, program requirements, and covered services; identify limitations or barriers that may delay access to care.
• Coordinate next steps with Clinical, Medical, Operations, and administrative teams by communicating coverage determinations, benefit limitations, and required follow-up in a manner that supports care coordination.
• Meet with clients via appointment (in person, on a unit or by phone) at point of entry to services and when circumstances change to complete re-verification, renewal, and ongoing eligibility activities to prevent interruptions in coverage.
• Educate and advocate for clients regarding expected costs, billing processes, and rights and responsibilities, ensuring understanding of any client liabilities associated with services
• As a Certified Application Assistant, provide direct support to clients navigating the Medicaid application process and related state…