Financial Couselor

Description

The Financial Counselor is responsible for managing the financial aspects of presurgical patient accounts, ensuring that all payments, insurance verifications, and collections are handled prior to surgery. You will work closely with patients, pre-certification specialist and the surgery counselors to facilitate smooth financial transactions and ensure compliance with all policies and regulations. The Financial Counselor for Presurgical Collections is responsible for accurately calculating out-of-pocket estimates, including deductibles, co-pays, and coinsurance, as well as confirming insurance eligibility. They will also be responsible for effectively communicating all relevant financial information to the patient.

• Review all ASC and Outpatient schedules for surgeries and procedures
• Confirm pre-certification of each surgery; if not confirmed, notify the pre-certification department
• Coordinate with surgery schedulers
• Contact patients regarding prepayment due for ASC and outpatient surgeries.
• Interact, review and counsel patients in person and via telephone in a professional manner regarding their insurance plan, payments and other relevant financial issues including any amount due prior to their surgery
• Knowledge of insurance company protocols and managed care contracts
• Must be knowledgeable in ICD and CPT coding; and stay well-informed of industry changes
• Confirm all fees and required payments; establish payment arrangements
• Post all payments collected accurately into Compulink
• Reconcile and balance financial reports daily; prepare receipts for deposits
• Provide exceptional customer service by taking calls from patients, answering questions, problem-solving, and assisting with concerns and complaints in a timely manner
• Forward requested surgery notes via email to insurance department as needed/requested.
• Provide back-up support to ASC front desk team when needed
• Communicate clearly with and accommodate all patients, customers, and insurance companies making a concerted effort to positively resolve insurance matters
• Complies with TEG policies and procedures including punctuality, attendance, and dress code.
• Exhibit exceptional customer service qualities at all times with patients, customers, team members, staff and insurance companies
• Ensures confidentiality and maintains the highest regard for patients’ records and physicians’ information professionally and in compliance with local, state and federal mandates.

Qualifications

Required Minimum Education:              High School Diploma, degree preferred

Required Minimum Experience:            3-5 years in healthcare with a customer service focus

 A combination of experience, education, and/or training which substantially demonstrates the following knowledge, skills and abilities:

• Knowledge of Medicare, Medicaid, commercial insurance carriers, managed care, and EMR systems
• Knowledge of the pre-certification process, revenue cycle functionalities and financial counseling
• Basic understanding of Ophthalmology/Optometry including anatomy of the eye
• Proficient use of CPT and ICD 10 codes
• Detailed oriented with organizational skills
• Must possess the ability to meet deadlines
• Ability to multi-task and remain focuses while managing a high-volume, time sensitive workload
• Excellent customer service skills
• Able to successfully communicate with physicians, management and other staff as required to execute job duties
• Ability to work efficiently, a self-starter and works well independently
• Ability to function well in a team environment, maintain good communication with co-workers and supervisors