Financial Counselor Job at Pinnacle Fertility
We are looking for a Financial Counselor to join our growing team in Westerville, OH. This will be a full time, full-benefits, 40 hours a week position. The hours will be Monday-Friday, 8:00am -5:00pm.
The Financial Counselor will be responsible for collecting payments, setting up payment arrangements as appropriate, creating estimates, advising patients in person and over the phone on their insurance benefits and coverage, and in some cases, assessing patient referrals for appropriateness.
Responsibilities:
- Maintains patient accounts by obtaining, recording, and updating personal, financial and insurance information
- Responsible for obtaining and entering referrals, authorizations, and predeterminations on behalf of the patient into the system.
- Obtains accurate benefits/eligibility information for the patient.
- Determines and obtains deposits for procedures.
- Review financial history prior to cycle start and at checkout and collects outstanding balances. Inform payments and collections team when account has outstanding insurance balances (greater than 60 days). Large unresolved balances should be reviewed with Supervisor and Physician prior to patient starting new cycle.
- Prepare and balance charge entry batch for submission to Data Entry Specialist daily.
- Obtains necessary waivers for those patients who choose not to use his/her benefit or do not have proper authorization for treatment.
- Review loan programs with patients without insurance benefits or patients that are required to pay deposits.
- Patient liaison to resolve billing issues. Works with billing and payments team to resolve patient billing issues.
- Contributes to team effort by maintaining an excellent rapport and working relationship with reception/checkout desk and supporting front desk activity as needed, cooperating with other departments within the Center.
- Works effectively with the clinical team to determine and communicate correct financial obligations to the patients.
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