Patient Financial Advisor II - Pre Arrival Financial Services

JOB SUMMARY:

The Patient Financial Clearance team at UT Southwestern has a new position available for the role of Patient Financial Advisor II. This position operates with limited oversight and guidance to provide financial counseling and clearance to patients that occur across two or more revenue locations. Core duties for this position includes the following:

• Patient Communication: Clearly explain billing statements, answer questions about charges, and address concerns regarding financial responsibilities for upcoming services.
• Financial Assistance: Guide patients through various financial assistance programs and eligibility criteria.
• Payment Processing: Collect payments for upcoming services and/or outstanding balance.
• Debt Resolution: Offer solutions and negotiate payment plans for patients facing challenges settling their bills.
• Compliance: Ensure all interactions and processes adhere to UT Southwestern financial policies and regulations.

Shift: 8am-5pm

This position will work from home but must live in the State of Texas. Additional details shall be provided as part of the interview process.

EXPERIENCE / EDUCATION: 

REQUIRED: 

•  High school diploma with five (5) years of financial counselor or equivalent experience
• Associate degree with three (3) years of financial counselor or equivalent experience
• Bachelor's degree with one (1) year of financial counselor or equivalent experience

Quick tip(s):

• Please review the section entitled experience/education and focus on the job requirements.
• Make sure you include the experience listed under the requirements section on your application.

Why UT Southwestern?

With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and research center, we strive to provide the best possible care, resources, and benefits for our valued patients and employees. With over 20,000 employees, we are committed to continuing our growth with the best professionals in the healthcare industry. We invite you to be a part of the UT Southwestern team where you will discover teamwork, professionalism, and consistent opportunities for growth. 

JOB DUTIES:

• Provides complex financial counseling for services that occur across two or more revenue locations.
• Provides training to Financial Wellness Advisor I’s and other employees as needed related to financial counseling services.
• Responsible for confirming patient insurance eligibility and providing complex benefits review in support of multiple revenue locations for single visits and extended episodes of care.
• Reviews benefits to ensure that organization and patient understand the extent of coverage for services. Assists with prior authorization requests when appropriate to expedite access to services. 
• Provides combined cost estimates for facility and professional services. Accurately utilizes cost estimate technology to create cost estimates for services and communicates estimated costs to patients and other affected parties.
• Accurately posts payments and creates payment plans for upcoming services and/or outstanding balances.
• Responsible for reviewing account details for patient education and/or correction: a. Reviews balances and communicates to patient and other affected parties about outstanding balances. b. Assists patients in resolving account questions and concerns. c. Correctly identifies and advises patients on options to resolve bad debt balances. d. Advises patients about financial and special entitlement programs (such as charity programs, drug assistance programs, and other patient assistance options). e. Responsible for coordinating and completing financial assistance applications for charity care programs.
• Responsible for understanding the revenue cycle, including all involved parties and appropriate escalation pathways.
• Knowledge of various regulatory agencies: JCAHO, Medicare/Medicaid Laws, State & Federal Laws, Hospital/Departmental Policies.
• Duties performed may include one or more of the following core functions: a) Directly interacting with or caring for patients; b) Directly interacting with or caring for human-subjects research participants; c) Regularly maintaining, modifying, releasing or similarly affecting patient records (including patient financial records); or d) Regularly maintaining, modifying, releasing or similarly affecting human-subjects research records.
• Performs other duties as assigned.

KNOWLEDGE, SKILLS & ABILITIES:

• Work requires proficient knowledge of computers and office equipment. Possess near vision acuity for accurate reading of computer screens. 
• Work requires the ability to coordinate and work independently.
• Work requires proficient knowledge of computers and office equipment.
• Work requires the ability to communicate effectively with internal and external contacts on policies and procedures.
• Work requires the ability to work with confidential information on a daily basis.
• Work requires good organizational skills.
• Work requires excellent internal and external customer service skills.
• Work requires the use of initiative, strong independent judgement, and resourcefulness are inherent in the job.
• Work requires the ability to develop and recommend policies and procedures for approval by supervisor.

SECURITY:

This position is security-sensitive and subject to Texas Education Code 51.215, which authorizes UT Southwestern to obtain criminal history record information.

UT Southwestern Medical Center is committed to an educational and working environment that provides equal opportunity to all members of the University community. In accordance with federal and state law, the University prohibits unlawful discrimination, including harassment, on the basis of: race; color; religion; national origin; sex; including sexual harassment; age; disability; genetic information; citizenship status; and protected veteran status. In addition, it is UT Southwestern policy to prohibit discrimination on the basis of sexual orientation, gender identity, or gender expression.