Financial Counselor

TSAOG Orthopedic & Spine; San Antonio (TX); On-site; USD 19,000 - 30,000; Full time

Job summary

TSAOG Orthopedic & Spine is seeking a full-time Billing/Collections specialist in San Antonio, TX. You will handle patient and insurance communications, explain financial options, and support HIPAA compliance while updating Athena and processing forms.

Ideal candidates have 1+ year experience in medical collections, customer service, and a healthcare setting; bilingual Spanish/English is a plus. This role emphasizes accuracy, teamwork, and proactive problem solving to improve patient experience

Qualifications

• Must have a High School Diploma or equivalent.
• 1+ years medical collections experience.
• 1+ years customer service experience.
• 1+ years medical office or hospital setting.
• Bilingual-Spanish/English a plus.

Responsibilities

• Communicating with patients and insurance companies on the phone in a professional manner.
• Answering calls regarding financial issues, payment options, medical coverage and assistance programs.
• Understanding/compliance of HIPAA laws and regulations.
• Documenting and reporting all payment information.
• Negotiating patient payment arrangements.
• Reviewing and processing all patient and insurance company forms.
• Explain basic information for collections and update patient insurance in Athena.
• Provide education to patients about payment options and financial assistance opportunities.
• Be a critical thinker and ask necessary questions to bring resolution to patient issue.
• Understand CareCredit and explain its benefits to patients as a payment option.
• Complete call notes on all calls and escalate when needed.
• Follow payment plan protocols and utilize resources to determine coverage levels.
• Provide patients with estimates prior to scheduling procedures.
• Work effectively as part of a team to achieve department goals.
• Be accountable for work production accuracy.
• Regular and consistent attendance.

Skills

Communication Skills

Customer Service

HIPAA Compliance

Education

High School Diploma

Tools

Athena

Job description

Description

Position Status: Full-Time

Supervisor: Billing Manager

What you’ll do:

• Ability to work independently and carry out assignments to completion within parameters of instruction.
• Communicating with patients and insurance companies on the phone in a professional manner.
• Answering the calls in regarding financial issues, payment options, medical coverage and assistance programs.
• Understanding/compliance of HIPAA laws and regulations.
• Documenting and reporting all payment information
• Offering education and training to patients about their payment options and financial assistance opportunities
• Negotiating about patient payment arrangements
• Reviewing and processing all patient and insurance company forms.
• The ability to review patient bill in Athena and explain basic information for collections.
• The ability to update patient insurance in Athena for rebilling of claims and send email to PRD team to complete action with detail instructions if available.
• Be a critical thinker and ask necessary questions to bring resolution to patient issue.
• Understand CareCredit and possess the ability to explain it’s benefits to patients as a payment option.
• Complete call notes on all calls taken and open cases when account will need escalation to PRD or to Management.
• Understanding the payment plan protocols and adhere to them.
• Utilize resources to determine patient coverage/benefit levels for surgical procedures.
• Provide patients with estimates prior to schedule procedure day.
• Act immediately to any urgent issues and work with team to bring resolution for positive patient experience and revenue collections.
• Work effectively as a team unit to achieve department and company goals.
• Follow company core values in all aspects.
• Be accountable for work production accuracy.
• Other duties as assigned by immediate supervisor or company directive.
• Requires regular and consistent attendance.

Requirements

What You’ll Need:

• Must have a High School Diploma or equivalent.
• 1+ years medical collections experience.
• 1+ years customer service experience.
• 1+ years medical office or hospital setting
• Bilingual-Spanish/English a plus

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