Patient Financial Services Specialist-Full Time

Job Summary:

The Patient Financial Services Specialist is responsible for providing exceptional customer service and financial guidance to patients regarding their medical bills. This includes making outbound calls, responding to inbound inquiries, and meeting with patients in person. The Specialist plays a key role in helping patients understand their financial responsibilities and in evaluating eligibility for payment plans or financial assistance programs to ensure access to care without unnecessary financial hardship.

• Call patients regarding balances, insurance information, or financial support options.
• Answer incoming calls and assist patients with questions related to billing, insurance coverage, and payment arrangements.
• Meet with patients in person to provide billing explanations and discuss financial assistance or payment plan options.
• Evaluate patients’ financial situations to determine eligibility for payment plans or financial assistance in accordance with organizational policies.
• Assist patients with completing application for financial assistance/charity care, or other discount programs.
• Clearly explain available payment options and financial resources to help patients’ make informed decisions.
• Establish and document payment plan agreements, ensuring terms are realistic, compliant with policy, and communicated clearly to the patient.
• Follow up with patients as needed to collect supporting documentation and ensure completion of financial assistance applications.
• Review patient accounts for accuracy and verify that insurance payments and patient responsibilities are properly applied.
• Collaborate with HIM and department team members responsible for insurance review to resolve account discrepancies and ensure timely resolution.
• Maintain detailed and accurate records of all patient interactions and financial agreements in the EMR.
• Other duties may be assigned and are subject to change with or without notice.

The Patient Financial Services Specialist is responsible for providing exceptional customer service and financial guidance to patients regarding their medical bills. This includes making outbound calls, responding to inbound inquiries, and meeting with patients in person. The Specialist plays a key role in helping patients understand their financial responsibilities and in evaluating eligibility for payment plans or financial assistance programs to ensure access to care without unnecessary financial hardship.

• Call patients regarding balances, insurance information, or financial support options.
• Answer incoming calls and assist patients with questions related to billing, insurance coverage, and payment arrangements.
• Meet with patients in person to provide billing explanations and discuss financial assistance or payment plan options.
• Evaluate patients’ financial situations to determine eligibility for payment plans or financial assistance in accordance with organizational policies.
• Assist patients with completing application for financial assistance/charity care, or other discount programs.
• Clearly explain available payment options and financial resources to help patients’ make informed decisions.
• Establish and document payment plan agreements, ensuring terms are realistic, compliant with policy, and communicated clearly to the patient.
• Follow up with patients as needed to collect supporting documentation and ensure completion of financial assistance applications.
• Review patient accounts for accuracy and verify that insurance payments and patient responsibilities are properly applied.
• Collaborate with HIM and department team members responsible for insurance review to resolve account discrepancies and ensure timely resolution.
• Maintain detailed…