Financial Counselor I (70186)

United Digestive; Atlanta (GA); On-site; USD 42,000 - 64,000; Full time

Job summary

United Digestive in Atlanta, GA is seeking a Financial Counselor I to secure patient accounts for endoscopy, hospital procedures and office visits, verify benefits, handle referrals and authorizations, and assist with billing issues.

The role requires 3–5 years in insurance verification, precertification, and related duties, with gastroenterology experience preferred. Strong communication and HIPAA compliance are essential for success.

Qualifications

• High School Diploma or GED required.
• 3–5 years of insurance verification, prior authorization and precertification in a medical setting, gastroenterology preferred.
• Must type 40 words per minute and be proficient with practice management software and Microsoft Office.

Responsibilities

• Verify and document benefits for endoscopy, hospital procedures, and office visits.
• Manage referrals and authorizations; ~23+ verifications per day.
• Notify staff of postponements or cancellations.
• Handle self-pay and large balances; arrange payment plans.
• Answer internal phone line and assist with verification and billing issues.
• Ensure HIPAA compliance and maintain confidentiality.
• Update patient demographics and insurance information.
• Respond to emails/voicemails promptly; participate in meetings.

Skills

Insurance verification

Prior authorization

Precertification

Typing 40 wpm

Verbal communication

Written communication

HIPAA compliance

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

GENERAL SUMMARY OF DUTIES

Responsible for financially securing patient accounts for endoscopy and hospital procedures and office visits, including verifying benefits, managing referrals and authorizations, and notifying patients of financial responsibility. Responsible for answering internal FC phone line and returning internal FC voicemails.

SUPERVISION RECEIVED

Reports to Financial Counselor Manager

RESPONSIBILIITES

Duties Include But Are Not Limited To

• Utilizes Greenway and Authorization Worklist to verify and thoroughly document benefits for endoscopy and hospital procedures and manages referrals/authorizations with an average of 23+ verifications per day.
• Monitors status of pending accounts and notifies appropriate office and managerial staff in the event of a required postponement or cancellation.
• Maintains an error rate of less than 2% of total volume worked for the previous 2 quarters.
• Answers the internal FC phone line and assists employees with verification and billing issues
• Utilizes Greenway and Authorization Worklist to verify and thoroughly document benefits for office visits and manages referrals/authorizations a minimum of 3 days prior to date of service.
• Works with self-pay patients, patients with large outstanding balances, and patients with large time of service deposits to set up payment plans.
• Assists Financial Counselor Representative with FC Patient Voicemail and returns patient phone calls in a timely manner.
• Assists Financial Counselor Representative with OTH-FC Document Import folder.
• Assists Financial Counselor Representative with FC Patient Portal tasks
• Works inquires received through FC Patient Voicemail from self-pay patients, patients with large outstanding balances, and patients with large time of service deposits and assists said patients with setting up payment plans.
• Completes special verification assignments, as assigned.
• Calculates and notifies patients of payments, outstanding balances, and deposits due.
• Collects, records, and updates patient demographic and insurance information according to the United Digestive, LLC documentation requirements
• Accurately provides or counsels patients and/or relatives with pertinent information regarding payment for medical treatment or procedures
• Has a strong knowledge and understanding of different insurance plans
• Meets or exceeds quality and productivity standards
• Answers emails and voicemails in a timely and efficient manner
• Completes requests for information from other United Digestive, LLC staff and ensures that they are handled promptly and effectively to guarantee payment on patient accounts
• Abides by and promotes HIPAA compliance; maintains strictest confidentiality with regards to patient information
• Participates in staff meetings as directed
• Participates in marketing activities as directed
• Completes any other duties and/or special projects as assigned

Education, Required Skills And Experience

High School Diploma or GED required; 3-5 years of insurance verification, prior authorization, and precertification experience in a medical setting, gastroenterology experience preferred. Financial Counselor I must be computer literate, able to type 40 words per minute, and able to operate practice and Microsoft Office applications. Excellent verbal and written skills and attention to detail. Certified Financial Counselor, Certified Patient Account Representative, or similar a plus.

Additional Skills And Experience

• Possess the ability to assist patients, visitors, co-workers, and physicians with courtesy and respect
• Display a professional, outgoing, warm, and helpful attitude
• Possess compassion when assisting people who are ill and need help
• Plan, prioritize, and complete multiple tasks as delegated by the Department Manager
• Work under pressure, assess, respond, and communicate issues in a timely manner
• Communicate clearly and professionally with patients and coworkers via telephone, email, and/or in-person correspondence
• Interpret and apply clinical and non-clinical best practices

PHYSICAL/MENTAL/ENVIRONMENTAL DEMANDS

Requires sitting and standing associated with a normal office environment; Travel within the Metro area required.

DRUG FREE WORKPLACE

United Digestive, LLC is a drug free workplace. All offers of employment are contingent upon passing a pre-employment drug screening.

EQUAL OPPORTUNITY EMPLOYER

United Digestive, LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, military or veteran status, gender, color or national origin in its employment practices.