Financial Counselor

Trinity Health; United States; On-site; USD 43,000 - 58,000; Full time

Job summary

Trinity Health in the United States is seeking a Financial Counselor to work directly with patients and hospital staff to ensure financial clearance and accurate patient accounts. Responsibilities include creating estimates, discussing financial responsibilities, setting up payment plans, and referring patients to Medicaid vendors.

The role requires strong communication, HIPAA knowledge, and ability to work across departments, with experience in EPIC and patient registration.

Qualifications

• Bachelors or AAS degree; 2–3 years progressive experience in hospital admissions/finances.
• Strong written and oral communication required.
• Knowledge of HIPAA and regulatory compliance.

Responsibilities

• Completing Coordination of Benefits forms
• Reviewing insurance benefits to complete estimates and provide estimates to patients
• Reviewing reports daily to ensure accounts are financially secure
• Escalating accounts that are not financially secure to leadership
• Point of service cash collections (estimates, co-pays, past due balances)
• Closing out cash drawers and maintaining petty cash
• Documenting accounts and follow-ups in the system
• Maintaining EPIC/Peoplesoft/Midas knowledge and training
• Floorwork and patient registration in various hospital locations

Skills

Communication

Interpersonal skills

Teamwork

Supervisory experience

Education

Bachelor's or AAS degree

High school diploma + 2-3 years experience

Advanced degree a plus

Tools

EPIC

Peoplesoft

Midas

Job description

Employment Type:

Full time

Shift:

Day Shift

Description:

POSITION SUMMARY:
The Financial Counselor, works directly with patients, family, and various hospital staff to ensure that patients are taken care of while on their journey with SJH. Financial Counselor functions consist of but not limited to creating and reviewing estimates with patients, discussing financial responsibilities with patients and/or their family where appropriate, setting up payment plans, referring patients to the Medicaid vendor, providing and reviewing financial assistance applications, reviewing high-dollar and self-pay accounts with leadership and other staff as needed, completing bedside registration, obtaining any needed signatures including consents and COB forms, and floating to areas within Patient Access dept to assist as need directed by management. In all locations, the Financial Counselor will ensure that accounts are financially secure, meaning collecting demographics, insurance information, reviewing financial responsibilities consisting of co-pays, past due balances, and estimates.

Job Responsibilities:

• Completing Coordination of Benefits forms
• Reviewing insurance benefits to complete estimates and provide estimates to patients
• Reviewing reports daily to ensure accounts are financially secure
• Escalating accounts that are not financially secure to appropriate leadership (ex: inactive coverage, self-pay, authorizations not completed)
• Point of service Cash collections (estimates, co-pays, past due balances)
• Closing out cash drawers
  • Maintaining appropriate cash in petty cash drawer
• Documenting accounts (what did rep do with account, using smart phrases, follow-ups if needed)
• Maintaining Healthstreams courses
• Stay up to date on emails and Teams post, policy and procedures
• Standouts
• Knowledge on EPIC (maintaining updated knowledge)
• Ensuring proper documentation with charts/patient (bracelet and labels)
• Floorwork Registration (if not completed prior to seeing patient)
  • All areas of the hospital, including but not limited to emergency department, observation and inpatient units.
• Keeping area organized & maintaining record of inventory (notifying supervisor when supplies are less than 3 months)
• Other duties as directed by leadership

Additional responsibilities:

• Demonstrates knowledge and competency in the operation and maintenance of equipment within the work area, i.e. printers, copiers, faxes, etc.
• Adheres to established network policy and procedures related to job functions. ie. Time & Attendance, Code of Conduct, Dress Code, Cell Phone Policy
• Performs data entry with a working knowledge of the unit specific computer systems, EPIC, Peoplesoft, Midas, etc.
• Demonstrates accuracy when performing the primary job function.
• Abides by established Personnel Policies and Procedures.
• Has knowledge of HIPAA rules and regulations and abides by the same.
• Professional and Staff Development
  • Participates and or assists with the orientation of new or existing staff.
  • Participates in Staff and Employee meetings/huddles
  • Participates in voluntary and required in-service and education programs.
  • Participates in Performance Improvement by identifying areas needing
    improvement.

Displays Commitment to the Hospital Mission:

• Observes customer service standards.
• Demonstrates excellent communication skills.
• Understands/applies a team concept.
• Adheres to hospital confidentiality statement.
• Demonstrates a knowledge and understanding of National Patient Safety Goals.

EDUCATION, TRAINING, CERTIFICATION AND LICENSURE:

Bachelors or AAS degree is a plus. High school graduate a must with at least 2 to 3 years progressive experience in the field.
Advanced degree is a plus/requirement depending on specific service needs and or requirements. Ideally the candidate will have some supervisory experience. Certification/licensure as required by regulatory agency.
Participates in orientation and continuing education and updates and maintains knowledge and skills related to specific areas of expertise.

SPECIAL EQUIPTMENT, SKILLS OR OTHER REQUIREMENTS:

Strong written and oral communication skills. Strong interpersonal skills. Broad based knowledge or related regulatory compliance
requirements. Participatory management, team building, motivational, and administrative skills welcomed but not required.

WORK ENVIRONMENT AND HAZARDS:

Exposure Class I and II, service specific. Limited exposure to blood, body fluids, excretions or secretions (II). Routine or potential exposure to blood, body fluids excretions or secretions (I).

PHYSICAL DEMANDS:

Sedentary work: standing, walking and sitting for prolonged periods of time.

WORK CONTACT GROUP:

All services, employees, medical staff, patients, visitors, vendors, various regulatory and professional agencies.

Mission Statement :

• We, St Joseph’s Health and Trinity Health, serve together in the spirit of the Gospel as a compassionate and transforming healing presence within our communities.

Vision:

• To be world-renowned for passionate patient care and outstanding clinical outcomes.

Core Values:

In the spirit of good Stewardship, we heal by practicing Justice in fostering right relationships to promote common good, Reverence in honoring the dignity of every person, Excellence in expecting the best of ourselves and others; Integrity in being faithful to who we say we are.

Pay Range: $20.70- $27.90

Pay is based on experience, skills, and education. Exempt positions under the Fair Labor Standards Act (FLSA) will be paid within the base salary equivalent of the stated hourly rates. The pay range may also vary within the stated range based on location.

Our Commitment

Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.