PATIENT FINANCIAL COUNSELOR

To provide a positive financial counseling experience to patients to navigate their financial responsibility, understand their insurance benefits, resolve accounts, bad debts, and educate patients on available third-party options to ensure payment for services rendered.

Description of Duties

• Serves as the source of knowledge for all financial assistance related questions for the UT Health RGV Cancer Center.
• Counsels and screens patient on out-of-pocket responsibilities and initiates collections on outstanding balances, deductibles, pre-pays, copays, coinsurances, out of pocket maximums, and other self-pay balances.
• Calculates patients' charges for office visits and collects payments when necessary.
• Correctly identifies and advises patient on options to resolve bad debt balances.
• Establishes payment and pre-payment plans for covered and non-covered services.
• Provides combined cost estimates for facility and professional services, for both elective and non-elective surgical services, in office visits, in office procedures, imaging, radiology, lab, and other services as required.
• Accurately utilizes cost estimate technology to create estimates for services and communicates estimated costs to patients and other affected parties.
• Responsible for reviewing patient accounts for accuracy with regard to billing, claims details and collections to resolve patient concerns and/or provide education.
• Advises patient about financial and special entitlement programs (such as charity programs, drug assistance programs, and other patient assistance options), and screens patients for potential eligibility.
• Obtains necessary documentation and verifies required patient information needed for charity programs.
• Initiates and completes charity applications and maintains follow-up procedures on pending applications.
• Determines potential reimbursement sources available to patient, directs them to these sources, and assists when needed.
• Follows policies and procedures in regard to financial screening, third-party eligibility, and financial arrangements.
• Obtains patient demographic information not captured during scheduling process, that is necessary for claims processing.
• Displays effective communication skills, active listening skills, empathy and exemplary customer service skills to resolve all outstanding balances and bad debt accounts.
• Adheres to internal controls established for the department.
• Performs all other duties as assigned.
  
  

Supervision Received

General supervision from assigned supervisor.

Supervision Given

Direct supervision of assigned staff.

Required Education

High School Diploma or equivalent.

Preferred Education

N/A

Licenses/Certifications

None.

Required Experience

Two (2) years of related experience, or applicable education can be substituted on a one-on-one basis.

Preferred Experience

Bilingual, Spanish speaking

Equipment

Use of standard office equipment.

Working Conditions

Needs to be able to successfully perform all required duties. Office Environment; some travel and weekend work is required. Exerting up to 20 pounds of force frequently, and/or a negligible amount of force constantly to move objects. May be exposed to airborne illnesses when coming in contact with patients.

Other

Tact, diplomacy, discretion, and confidentiality of medical information required in all matters.

Physical Capabilities

N/A

Employment Category Full-Time Minimum Salary Commensurate with Experience Posted Salary Commensurate with Experience Position Available Date 04/07/2025 Grant Funded Position No If Yes, Provide Grant Expiration Date