Financial Counselor

Thomas Jefferson University & Jefferson Health; Philadelphia (Philadelphia County); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Financial Counselor to ensure patients are well-informed about their financial responsibilities prior to surgical procedures. This role involves verifying insurance benefits, assisting patients with payment arrangements, and ensuring compliance with safety and infection control policies. The ideal candidate will have strong communication skills and experience in a high-volume surgical office. Join a dynamic team dedicated to providing compassionate care and advancing healthcare education in a supportive environment.

Qualifications

• 3+ years in a high-volume surgical office preferred.
• Proficient in Microsoft Office Suite.

Responsibilities

• Verify benefits and eligibility for all OR and cosmetic procedures.
• Compile detailed letters advising patients of financial responsibilities.

Skills

Verifying benefits and eligibility

Payment arrangements

Communication skills

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Education

High School Diploma

Associates Degree

Tools

IDX

ORSOS

Job description

Job Details

Financial Counselor

Job Description

Verifying benefits and eligibility for financial determination on all OR and cosmetic procedures by contacting both medical and dental insurance plans for every patient.

Once benefits are determined, compile a detailed letter to advise the patient of their financial responsibility prior to the procedure. Contact the patient and assist in payment arrangements or collection at least 7 to 10 days before the scheduled procedure.

Adhere to Corporate Compliance Guidelines and demonstrate knowledge and compliance with the Hospital Safety and Infection Control policies as required by OSHA and the Patient Safety Program.

Adhere to all Jefferson Policies and Procedures.

Verify benefits and eligibility requirements for all OR and cosmetic procedures by contacting both medical and dental coverage for each patient.

Submit predetermination of benefits to dental insurances.

Obtain necessary precertification and referrals for all OR and cosmetic procedures.

Compile a detailed letter to advise the patient of estimated financial responsibility prior to the procedure.

Contact the patient and assist in payment arrangements or collection at least 7-10 days prior to the procedure.

Communicate with OMFS Residents regarding all inpatients scheduled for extractions in the OR.

Interact with co-workers, visitors, and other staff consistent with the core values of the hospital.

Education:

High School Diploma required; Associates degree preferred.

Experience: Preferred at least 3 years in a high-volume surgical office. Proficient in Microsoft Word, Excel, and PowerPoint. IDX and ORSOS experience preferred.

Work Shift: Day shift (United States of America)

Worker Sub Type: Regular

Primary Location Address: 925 Chestnut Street, Philadelphia, Pennsylvania, United States of America

Jefferson, located in the greater Philadelphia region, Lehigh Valley, Northeastern Pennsylvania, and southern New Jersey, is reimagining healthcare and higher education to create unparalleled value. With over 65,000 staff, Jefferson provides high-quality, compassionate care, educates future professionals, and advances research. Established in 1824, Jefferson comprises 10 colleges and three schools with 200+ programs for over 8,300 students. Jefferson Health is a top-ranked not-for-profit healthcare system serving millions annually through 32 hospitals and 700+ outpatient locations. Jefferson Health Plans offers broad health coverage options in Pennsylvania and New Jersey for over 35 years.

Jefferson is committed to equal educational and employment opportunities for all persons regardless of age, race, color, religion, creed, sexual orientation, gender, gender identity, marital status, pregnancy, national origin, military or veteran status, disability, or any other protected group or status.