Financial Counselor

Codman Square Health Center Inc; Boston (MA); On-site; USD 28,929 - 45,075; Full time

Benefits offered by this job

Medical and Dental Insurance

Paid Time Off

Tuition Reimbursement

Commuter Benefits

Retirement 403(b)

Job summary

Codman Square Health Center in Dorchester, MA, seeks a Financial Counselor to assist patients with applying for Qualified Health Plans and insurance affordability programs, assess eligibility, and guide enrollment. The role includes managing data in EMR and billing systems, offering payment solutions, and ensuring timely processing.

The CAC will work with diverse communities, aim for excellent customer service, and help patients navigate income-based payment plans while maintaining

Qualifications

• Associate's degree preferred. High School Diploma or equivalent required.
• CAC Certification Required.
• 2-3 years’ experience in health center registration/billing office/clinical department with knowledge of registration, insurance and billing requirements.
• Microsoft Office proficient (Excel/Access/PowerPoint/Word).
• Familiarity with Epic and Ochin PM Systems.
• Bi-lingual – Haitian Creole or Spanish preferred.

Responsibilities

• Collects and verifies patient demographics, insurance eligibility, and financial information to help patients enroll in insurance plans and documents data in EMR and systems.
• Follows up with patients and gathers documentation for application processing and enters data accurately.
• Screens self-pay patients and identifies payment or discount options based on income and family size.
• Collects initial payments for sliding discounts and reviews accounts for prior balances.
• Assists patients in establishing payment plans per Financial Assistance Policy.
• Monitors self-pay balances and follows up to optimize collections.
• Reviews queues and aged trial balances to collect past due balances and current statements.
• Addresses patient billing inquiries and escalates to Revenue Cycle staff when needed.
• Maintains up-to-date knowledge of department policies on reimbursement and customer service.
• Delivers exemplary customer service in line with health center guidelines.

Skills

Customer service

Communication

Problem solving

Confidentiality

Bilingual (Creole/Spanish)

Analytical math skills

Education

Associate's degree preferred

High School Diploma or equivalent

Tools

Epic

Ochin PM Systems

Job description

Description

Codman Square Health Center is a Federally Qualified Health Center serving a diverse community in Dorchester, MA, and surrounding neighborhoods. CSHC offers a full continuum of services such as primary care, urgent care, behavioral health, care management, nutrition, family planning, optometry, dentistry, laboratory, pharmacy, radiology, and medical specialties including HIV care, substance use treatment, Hepatitis C, OB-GYN, Nephrology, and Cardiology alongside an on-site STI clinic.

CSHC is a teaching institution with academic affiliations at Boston University School of Medicine and Boston Medical Center, and a member of the Boston Accountable Care Organization. Our mission is to be our community's first choice for comprehensive, holistic, and integrated services, and to empower individuals to lead healthy lives and build thriving communities.

Position Summary:

Financial Counselor provides application assistance to applicants and beneficiaries of Qualified Health Plans and insurance affordability programs including MassHealth and health insurance programs offered through the Massachusetts Health Connector. The Certified Application Counselor interviews, assesses and screens patients for eligibility for such plans and assists in the enrollment and application process. The Certified Application Counselor (CAC) is responsible for tracking and processing accurate, complete and timely applications with regards to Codman Square Health Center billing practices and procedures and is consistent with the Certified Application Counselor Policy Requirements.

The Financial Counselor will also provide payment solutions for self-pay patients that do not meet the eligibility requirements for affordability programs, including but not limited to payment plans and Sliding Fee Discount Plan. The Financial Counselor is expected to deliver superior customer service to both internal and external customers at all times.

Primary Responsibilities:

• Collects and verifies patient demographics, insurance eligibility, and financial information to help patients navigate enrollment with an insurance plan, as well as accurately document all data elements in Health Center electronic medical record and applicable computer systems.
• Follows up with patients and obtains all documentation required for application processing and accurately enters information into health center and external systems as appropriate.
• Screens all self-pay patients; identifying payment plan or discount plan options based on income level and family size.
• Collects initial payments for sliding discount patients, while also reviewing patient accounts for prior balances.
• Assists patients in establishing secured installments plans in accordance with Codman Square Health Center Financial Assistance Policy.
• Monitors, manages and actively follows up on active self-pay balances to optimize copayment and self-pay collections for the health center.
• Reviews work queues and other aged trial balances to collect on past due balances as well as current patient statement balances to increase payment collection rates for the Health Center.
• Fields patient billing inquiries and refers to appropriate Revenue Cycle staff for resolution.
• Responsible for remaining current and up to date on all of department Policy and Procedures pertaining to reimbursement and customer service.
• Meets performance standards established by Revenue leadership, including but not limited to: quality, collections, customer service, screening/solution rates, and productivity.
• Works effectively with Patient Access peers and other Health Center departments.
• Delivers exemplary customer service for patients in accordance with Health Center expectations / guidelines.
• Demonstrates respect and regard for the dignity of all patients, families, visitors, and fellow employees to ensure a professional, responsible, and courteous environment.
• Communicates effectively with internal and external customers with respect to differences in cultures, values, beliefs and ages, utilizing interpreters when needed.
• Performs all other duties as assigned.

Other duties and/or other departments/locations as applies.

Requirements

Qualifications & Skills:

• Associate's degree preferred. High School Diploma or equivalent required.
• CAC Certification Required.
• 2-3 years’ experience in health center registration/billing office/clinical department with a current working knowledge of registration, insurance, and billing requirements.
• Maintains working knowledge of private, public and third-party payer insurance and related regulations.
• Competent utilizing Microsoft office, e.g., Excel, Access, PowerPoint, and Word.
• Familiarity and experience with Epic and Ochin PM Systems.
• Analytical, e.g. competent math skills.
• Excellent customer service/communication skills required.
• Ability to work with a high degree of confidentiality.
• Aptitude / familiarity with the tools, systems, and technologies to enable insurance verification and facilitate insurance solutions.
• Knowledge of health insurance and reimbursement/billing required.
• Ability to problem solve and follow through under ambiguous circumstances
• Bi-lingual – Haitian Creole or Spanish preferred.

Physical Requirements:

• Must be able to stand or sit for prolonged periods (at least 50% of the time)
• Ability to lift up to 25 pounds and load onto shelves
• Visual acuity sufficient for frequent reading and computer use

Benefits:

CSHC offers a generous benefits package including:

• Competitive Medical and Dental Insurance
• Employer-paid Life, Accidental Death & Dismemberment, and Long-Term Disability Insurance
• Retirement-403(b) plan
• Vacation, Holiday, Personal and Sick Time Accruals
• Flexible Spending Reimbursement Accounts (Health and Dependent Care)
• Educational Assistance and Tuition Reimbursement Programs
• Commuter Benefits
• Opportunities for academic appointment at Boston University / Boston Medical Center

Pay Range: $21.00 to $32.72 Hourly. Compensation is commensurate with years of experience.

CODMAN SQUARE HEALTH CENTER MISSION, VISION, AND VALUES

Mission: To serve as a resource for improving the physical, mental, and social well-being of the community.

Vision: Codman Square Health Center is our community’s first choice for comprehensive, holistic, and integrated service, and empowers individuals to lead healthy lives and build thriving communities.

Values:

Patients Our patients are the center of our care team

Community The well-being of the individuals is deeply connected to the health of our community.

Advocacy We advocate for responsive policies and resources to address health disparities and promote healthy equity.

Staff We are a diverse, empowered, compassionate and prepared workforce.

Innovation we promote a culture of innovation that has measurable and sustainable impact.

Partnership We build and sustain diverse partnerships