What are the responsibilities and job description for the Client Financial Advisor position at Heart of Texas Region MHMR Center?
The Client Financial Advisor is responsible for providing our consumers with a positive financial experience by helping consumers navigate and understand insurance benefits and potential financial liability. The Client Financial Advisor collects payments, sets up payment arrangements as appropriate, creates estimates, advises consumers in person and over the phone regarding their insurance benefits and coverage. Independent judgement and decision making is required to address the full range of tasks and responsibilities. This position requires the ability to plan, schedule, and organize numerous tasks that directly impact the financial health of Heart of Texas Behavioral Health Network. The person in this position will support their co-workers, engage in positive interactions, and provide helpful assistance in anticipating and responding to the needs of our consumers.
EXAMPLES OF WORK PERFORMED
- Serves as the point of contact for all financial assistance related questions. Communicate with consumers to identify and understand financial, social, and medical histories and other relevant consumer information.
- Assess the current financial situation of consumers thought the verification of client insurance benefits; serving as the technical expert in confirming patients benefit coverage and reimbursement..
- Counsel consumers on out-of-pocket liabilities. Collect deductibles, pre-payments, and outstanding balances following established collection procedures; or alternatively, create a payment plan with the patient and document agreement appropriately.
- Verify insurance eligibility via phone and website using online resources such as TMHP, UHC / Optum.
- Verify copay / deductible before time of service and verify benefits on a regular basis communicating with the billing department any changes so that the setup of payers is complete.
- Meet with consumer to complete Financial Assessment, walking them through all questions to give them their calculated MAP / MMF (sliding scale) amount that they will be responsible for based on income..
- Walking the consumer through the Charity Care Questionnaire to see if they would qualify for assistance.
- Collaborate with consumers in planning and decision making to result in optimal solutions.
- Ability to stay calm under pressure and deal effectively with difficult situations.
Knowledge, Skills, and Essential Functions
Education and Experience
Hours : 8AM-5PM M-F
Salary : $37,440 annually / $18.00 hourly
Salary : $37,440
