Patient Financial Counselor

Summary

Coordinates activities of workers engaged in conducting credit investigations and collecting delinquent accounts of customers by performing the following duties personally or through co-workers.

• Investigates and verifies financial status of prospective customers
• Screens inpatients/outpatients for determination of HCAP and sliding fee scale eligibility
• Answers customers questions regarding statement and insurance coverage
• Established credit limitations on customer accounts and handles special credit arrangement and deviations from standard terms of payment
• Reviews A/R reports to ascertain status of collections and outstanding balances
• Receives payment on accounts
• Obtains signed authorized rep form
• Screens patients for Medicaid eligibility
• Opens cashier drawer, balances cashier drawer and closes cashier drawer
• Maintains active eligibility spreadsheet (G:drive)
• Maintain spreadsheet for denied applications (G:drive)
• Scans and maintains all applications and income verification documents

This job has no supervisory responsibilities.

To perform the job successfully, an individual should demonstrate the following competencies:

Manages difficult or emotional customer situations;
Responds promptly to customer needs;
Solicits customer feedback to improve service;
Responds to requests for service and assistance;
Meets commitments.

Focuses on solving conflict, not blaming;
Maintains confidentiality;
Listens to others without interrupting;
Keeps emotions under control;
Remains open to others’ ideas and tries new things.

Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions.

Writes clearly and informatively.

Balances team and individual responsibilities;
Exhibits objectivity and openness to others’ views;
Gives and welcomes feedback;
Contributes to building a positive team spirit;
Puts success of team above own interests;
Able to build morale and group commitments to goals and objectives;
Supports everyone’s efforts to succeed.

Conserves organizational resources.

Shows respect and sensitivity for cultural differences; promotes a harassment-free environment.

Treats people with respect;
Keeps commitments; inspires the trust of others;
Works with integrity and ethically;
Upholds organizational values.

Follows policies and procedures;
Supports organization’s goals and values.

Displays willingness to make decisions;
Exhibits sound and accurate judgment;
Includes appropriate people in decision‑making process;
Makes timely decisions.

Demonstrates persistence and overcomes obstacles;
Measures self against standard of excellence.

Prioritizes and plans work activities;
Uses time efficiently.

Approaches others in a tactful manner;
Reacts well under pressure;
Treats others with respect and consideration regardless of their status or position;
Accepts responsibility for own actions;
Follows through on commitments.

Demonstrates accuracy and thoroughness;
Looks for ways to improve and promote quality;
Applies feedback to improve performance;
Monitors own work to ensure quality.

Meets productivity standards;
Completes work in timely manner;
Strives to increase productivity;
Works quickly.

Observes safety and security procedures;
Reports potentially unsafe conditions ;
Uses equipment and materials properly;
Compliance with all hospital and regulatory safety regulations and procedures.

Adapts to changes in the work environment;
Changes approach or method to best fit the situation;
Able to deal with frequent change, delays, or unexpected events.

Is consistently at work and on time and does not have excessive absenteeism.

Follows instructions, responds to management direction;
Takes responsibility for own actions;
Keeps commitments;
Completes tasks on time or notifies appropriate person with an alternate plan.

Seeks increased…