Financial Counselor

Job Description

Job Summary 

The Patient Accounts Representative I is responsible for assisting patients and insurance companies with billing inquiries, payment processing, and account resolution. This role focuses on maintaining accurate patient account information, resolving discrepancies, and providing excellent customer service. The Patient Accounts Representative I works closely with the billing and collections teams to ensure timely and efficient handling of patient accounts. 

Essential Functions

• Assists patients with billing inquiries, payment plans, and account balances through phone, email, or in-person communication.
• Processes payments and ensures that patient account information is updated accurately in the system.
• Reviews patient accounts to identify and resolve discrepancies, including missing or incorrect billing details.
• Communicates with insurance companies to verify coverage, obtain payment status, and resolve any outstanding issues.
• Supports the billing team by preparing and submitting claims, following up on unpaid claims, and correcting billing errors.
• Maintains documentation of patient interactions, payments, and adjustments to ensure compliance with departmental policies and regulations.
• Responds to patient and insurance inquiries promptly and professionally, ensuring a high level of customer satisfaction.
• Collaborates with the collections team to escalate unpaid accounts as necessary.
• Adheres to confidentiality guidelines when handling sensitive patient and financial information.
• Performs other duties as assigned.
• Complies with all policies and standards.

Qualifications

• H.S. Diploma or GED preferred
• 0-1 years experience in a healthcare billing or customer service role preferred

Knowledge, Skills and Abilities

• Strong communication and interpersonal skills with the ability to work with patients, insurance companies, and team members.
• Basic understanding of healthcare billing processes, insurance claims, and payment processing.
• Proficiency in computer systems and software, including Microsoft Office and patient billing systems.
• Excellent attention to detail and organizational skills.
• Ability to manage multiple tasks and prioritize workload effectively.
• Problem-solving skills to address account discrepancies and patient concerns.