Patient Financial Counseling Representative
Listed on 2026-08-21
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Healthcare
Healthcare Administration
Financial Assistance Coordinator
This position is responsible for assisting and the follow up of patients that are seeking financial health care assistance through the various funding programs. Conduct face to face or phone interviews with patients to make eligibility determination and advice of potential eligibility status. Serve as direct contact / referral agent to proper counselor or agency for potential funding. This job requires interaction with admission staff, physicians, nurses, administration and various other departments and agencies.
Documentation in various areas of hospital systems is required. This position is responsible for a work list that requires daily follow-up and completion. Typically required to do the following:
- Financially screen patients and educate on historical visit balances, payments and budget plans.
- Request and post deposits in hospital system and keep batches and cash drawer balanced at all times.
- Set-up pre-admit visits in hospital system and look up charges for various procedures.
Reports To:
Job Specific Responsibilities:
- Review/Interview of patients for funding/information
- Appropriate review, documentation and completion
- Appropriate process
- Appropriate follow up and completion
Understanding and practice of:
- Federal, State, County & local programs
- Use of various eligibility systems
- Be knowledgeable of all available resources and continue to stay abreast of updates and / or changes to funding sources.
Dependability:
- Meets deadlines/get tasks/assignments done on time
- Performs additional duties when needed
- Follows through as expected and as agreed
- Successful interaction with all co-works and all other hospital employees
- Utilizes time appropriately when all work is completed
Work next day accounts/files
Assist co-workers
Seek assignments from management
Demonstrates acceptable punctuality in reporting to work and keeps attendance issues to a minimum
Follows & completes daily schedule requirements
Resolves and/or defers situations which results in a favorable outcome when necessary or when management is not available
Appropriate cash processing:
- Daily reconciliation and deposit of cash.
- Open and close batches daily.
- Open/close and balance cash box daily.
- Posting cash and printing receipts.
Education and Experience:
- High school graduate or equivalent
- Minimum of one year business office atmosphere with customer service experience and preferably county, state and federal health care program knowledge.
Required Licenses/Certifications/Registrations:
None
Skills and Abilities:
- Must be able to conduct timely, impartial and accurate interviews.
- Timely and accurate documentation including data entry into hospital systems.
- Must develop and maintain knowledge of hospital office practices and procedures.
- Must be able to interpret program policies and regulations accurately and implement them accordingly.
- Possesses ability to work with hospital-based computer system.
Interaction with Other Departments and Other Relationships:
This position has verbal and written interaction with fellow employees in various departments within the facility, other agencies outside of the facility, as well as patients and family members.
Physical Capabilities:
Occasionally exerts up to 20 pounds of force and or frequently exert a small amount of force to lift, carry, push, pull and move objects. Work involves sitting most of the time, but may also involve walking or standing for brief periods of time.
Environmental/
Working Conditions:
This position is subject to inside environmental conditions; protection from weather conditions, not necessarily from temperature changes.
Direct Reports:
UMC Health System provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
* Request for accommodations in the hire process should be directed to UMC Human Resources.*
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