Financial Counselor

Baylor Scott & White Health; Grapevine (TX); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Tuition Reimbursement

PTO from Day 1

Job summary

Baylor Scott & White Health seeks a Financial Counselor to perform financial clearance tasks, verify insurance, and provide price estimates. You will resolve disputed billing issues and support financial assistance policies and facility collections, while handling special projects.

The role requires empathy, strong communication, and the ability to manage multiple priorities in a hospital setting, with focus on patient-centered service.

Qualifications

• 3 years healthcare experience or education equivalency.
• EMR experience strongly preferred.
• Bilingual English/Spanish preferred.
• Strong problem-solving and critical-thinking abilities.
• Excellent listening, interpersonal and communication skills; professional telephone etiquette.
• High empathy and patient/customer service focus, even in stressful situations.
• Ability to manage multiple, changing priorities in an organized manner.
• Proficiency in data entry, numeric tasks and basic computer skills (MS Office, Excel).

Responsibilities

• Collaborate with facility leadership to ensure patients are financially cleared and screened.
• Conduct patient interviews to collect demographic and financial data for registration, insurance verification, and billing.
• Review and update patient demographic information for accounts and future service dates.
• Apply financial clearance policies including financial assistance and payer rules.
• Obtain guarantor financial information for financial assistance or referrals to public programs.
• Provide estimates of procedures, calculate payment requirements, and negotiate pre-service payments.
• Establish and monitor payment arrangements for future and past services.
• Coordinate pre-authorization and pre-payments with physicians and patient to meet service dates.
• Review explanations of benefits to help patients understand claims processing or denials.

Skills

Healthcare experience

Bilingual English/Spanish

EMR experience

Critical thinking

Customer service

Data entry and numeracy

Communication skills

Professional phone etiquette

Education

HS Diploma/GED

Tools

Microsoft Office

Excel

Job description

About Us

Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in Texas that empowers you to live well.

About Us

Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in Texas that empowers you to live well.

Our Core Values Are

• We serve faithfully by doing what's right with a joyful heart.
• We never settle by constantly striving for better.
• We are in it together by supporting one another and those we serve.
• We make an impact by taking initiative and delivering exceptional experience.

Benefits

• Immediate eligibility for health and welfare benefits
• 401(k) savings plan with dollar-for-dollar match up to 5%
• Tuition Reimbursement
• PTO accrual beginning Day 1

Note: Benefits may vary based upon position type and/or level.

Job Summary

The Financial Counselor performs financial clearance tasks like verifying insurance and providing price estimates. This role resolves disputed billing issues through patient interaction. It also serves as an expert in financial assistance policies and facility collections, and supports special projects.

Essential Functions Of The Role

• Works closely with facility leadership to ensure all patients are financially cleared and screened.
• Conducts patient interviews to obtain demographic and financial data for registration, insurance verification, pre-certification and billing.
• Records accurate patient demographic information when reviewing previous accounts and accounts with future dates of service.
• Follows and acts on several complex system policies (financial assistance, limited plan, point of service, out of network, etc.)
• Obtains and screens guarantor financial information for financial assistance and or refers patient to appropriate resource for public assistance programs.
• Provides estimates of procedures and services, calculates payment requirements, and negotiates pre-service payments according to financial clearance requirements.
• Establishes payment arrangements for future and previous services.
• Reviews future schedule to ensure pre-authorization and pre-payments have been collected.
• Assists with contacting the physician's office and patient to ensure pre-authorization and referral requirements are met before the service date.
• Reviews and interprets explanation of benefits from payers. This helps patients and guarantors understand claims processing or denial of services.

Key Success Factors

• 3 years of healthcare experience or education equivalency required.
• EMR experience strongly preferred.
• Bilingual (English/Spanish) preferred.
• Proven ability to problem-solve, perform critical thinking.
• Requires good listening, interpersonal and communication skills, and professional, pleasant and respectful telephone etiquette.
• Maintain a professional demeanor in a stressful and emotional environment. This includes crime, behavioral health, suffering patients, and life or death situations.
• Must exhibit high empathy and communicate well with patients and families during trauma. Demonstrate exceptional customer service skills.
• Demonstrates ability to manage multiple, changing priorities in an effective and organized manner.
• Excellent data entry, numeric, typing and computer navigational skills. Basic computer skills and Microsoft Office and Excel.

Belonging Statement

We believe that all people should feel welcomed, valued and supported.

Qualifications

• EDUCATION - H.S. Diploma/GED Equivalent
• EXPERIENCE - 3 Years of Experience