Financial Counselor

Trinityhealth; United States; On-site; USD 40,000 - 70,000; Full time

Job summary

Trinity Health, in a hospital setting, seeks a Financial Counselor to work with patients and staff to ensure financial aspects of care are managed. Responsibilities include estimating financials with patients, establishing payment plans, and coordinating with Medicaid vendors.

The role involves reviewing benefits, maintaining documentation, and staying current with policies and training. It requires strong communication and teamwork across hospital departments.

Qualifications

• Bachelor's or AAS degree is a plus; high school diploma required with 2–3 years progressive experience in the field.
• Advanced degree is a plus/requirement depending on service needs.
• Ideally some supervisory experience.
• Certification/licensure as required by regulatory agency.
• Participates in orientation and continuing education and updates knowledge and skills.

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 to leadership when not financially secure.
• Point of service cash collections (estimates, co-pays, past due balances).
• Closing out cash drawers and maintaining petty cash.
• Documenting accounts with notes and follow-ups.
• Maintaining Healthstreams courses.
• Staying up to date on emails and Teams posts.

Skills

Communication skills

Interpersonal skills

Teamwork

Education

Bachelor's or AAS preferred

High school diploma required

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-ren