Financial Counselor (Pinehurst)

SUMMARY

The Financial Counselor serves as the main contact for patients regarding financial matters. This role reviews treatment costs and out of pocket expenses, advises on insurance coverage, eligibility, and payment options, collects payments, and sets up payment plans, calculates cost estimates, and reviews accounts.

POSITION REQUIREMENTS

1. Prepares and reviews patient cost estimates for numerous services, including office visits, procedures, surgeries, imaging, durable medical equipment (DME), and injections, with patients in person or over the phone. 
2. Collects co-payments, deductibles, coinsurances, and upfront costs indicated by patient’s insurance carrier and in accordance with Pinehurst Surgical Clinic’s policies. 
3. Manages patient phone calls and in-person requests including:

a. Resolving patient inquiries

b. Answering billing questions

c. Accepting payments by phone or in person

d. Establishing payment plans

e. Demonstrating knowledge of accepted payment methods, including cash, credit cards, checks, and Care Credit contacts 

patients to collect unpaid balances.

f. Educate patients on their overall financial responsibility.

g. Assist patients in setting up payment plans in accordance with Pinehurst Surgical Clinic’s payment plan policy.

h. Completes individual daily deposits and is responsible for compiling and reconciling overall department deposits from 

individual staff, including filling out deposit forms and necessary paperwork. Performs other related duties as assigned in 

support of clinic operations.

PREFERRED QUALIFICATIONS

1. 2-4 years of experience in healthcare, finance, billing, or patient access roles. High school diploma or equivalent

2. Knowledge of insurance processes, including Medicare, Medicaid, and medical terminology, with the ability to read and interpret claims. Proficiency in Microsoft Office with strong data entry skills.

3. Understanding of billing and payment options, including rules and regulations of contractual and non-contractual insurance carriers. Ability to maintain confidentiality and HIPAA compliance.

4. Ability to multitask while maintaining accuracy and strong attention to detail.

5. Effective communication, organizational, and customer service skills with the ability to speak clearly and concisely.

PERSONAL CHARACTERISTICS

1. Compassionate and patient when working with individuals facing financial or medical stress.

2. Professional demeanor and appearance that reflects the standards of Pinehurst Surgical Clinic.

3. Effective communication and interpersonal skills with patients, families, and fellow co-workers.

4. Strong organizational skills and diligence in managing sensitive financial and patient information.

5. Demonstrates empathy, integrity, and respect in all interactions with patients and colleagues. Positive attitude with the ability to remain calm and supportive in challenging and fast paced situations.

6. Commitment to teamwork and a pleasant, professional attitude in all workplace interactions.

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