Financial Counselor (On-Site, NM)

SBH Colorado, LLC; Colorado Springs (CO); On-site; USD 28,000 - 33,000; Full time

Job summary

Peak View Behavioral Health in Santa Fe, NM seeks a Financial Counselor to assess patients' ability to pay, negotiate payment plans, and secure financing for self-pay liabilities. This on-site role requires experience in hospital admissions/billing and benefits verification, with a strong emphasis on counseling and accuracy.

The position focuses on upfront collections, data reporting, and timely communication with staff to ensure patients are financially secured at discharge and funding sources

Qualifications

• High school diploma or equivalent required.
• Two or more years’ prior admissions, collections experience and requests for verification of benefits in a hospital setting required.
• Psychiatric experience preferred.
• Prior experience with on-line Admission/Billing system desirable.

Responsibilities

• Verifies benefits on each admission and documents patient’s financial obligations.
• Provides financial counseling for patients and families to identify funding sources.
• Performs upfront collections when appropriate.
• Collects data and compiles reports to monitor upfront collection data.
• Responds to requests for insurance benefit verification to facilitate admission.
• Completes documentation of benefit and eligibility information accurately and communicates to staff.
• Reviews explanations of benefits to ensure proper processing and payment.
• Determines third party and self-pay liability.
• Prepares written out of pocket estimates and discusses with patient/family.
• Ensures patients are financially secured by discharge.
• Requests credit reports to assess collectability.
• Collects advances according to guidelines.
• Reviews claims issues and rebills as needed.
• Completes adjustment forms with supporting documentation.
• Manages daily productivity in patient accounting system.
• Prorates patient accounts and tracks balance in correct class.
• Maintains reminder system for follow-up activity.
• Gathers data and takes timely actions to secure payment.
• Performs monthly re-verification of current in-house patients.

Job description

Financial Counselor (On-Site, NM) | Peak View Behavioral Health | Santa Fe, New Mexico

About the Job: PURPOSE STATEMENT: The Patient Account Representative is responsible for financial assessment of patients, determination of ability to pay, collection of deposits, negotiation of payment arrangements, securing financing of self-pay liability, and identification of funding sources.

Pay Range: $20.00-24.00 hourly

This position is on site. Candidates must be in Santa Teresa, NM or surrounding area.

Roles and Responsibilities:

ESSENTIAL FUNCTIONS:

• Verifies benefits on each admission and appropriately documents billing system of patient’s financial obligations.
• Provides financial counseling for patients (or responsible parties) of their financial obligations including education/consent of private pay agreement, explanation of benefits, co-pays and deductible information, etc. to patients and families to assist patients in identifying funding sources;
• Performs upfront collections when appropriate.
• Collects data and compiles various/ongoing reports to record and monitor upfront collection data.
• Responds to all requests for insurance benefit verification in a timely manner to facilitate admission.
• Completes documentation of all benefit and eligibility information with accuracy and detail and communicates timely to designated staff.
• Reviews explanation of benefits to ascertain that claim is processed and paid correctly.
• Accurately determines third party and self-pay liability.
• Verifies benefits, anticipated length of stay, average program cost to establish correct liability.
• Prepares written out of pocket estimates and discusses with the patient and/or family.
• Ensures all patients are “financially secured” as soon as possible but no later than at discharge.
• Requests credit reports to assist in determining collectability.
• Collects “Advance Payments” according to guidelines provided.
• Reviews claims issues utilizing claims clearing house and make corrections as needed and rebill.
• Completes adjustment forms if any adjustments need to be made to an account and attach all supporting documentation.
• Manages daily productivity via patient accounting system and productivity reports.
• Prorates patient accounts and monitors that balance due is in the correct financial class.
• Maintains appropriate reminder system for follow-up activity.
• Gathers and interprets data from system and understands appropriate course of action to take and initiates time-sensitive and strategic steps resulting in payment.
• Completes monthly re-verification of all current, in-house patients.

EDUCATION/EXPERIENCE/SKILL REQUIREMENTS:

• High school diploma or equivalent required.
• Two or more years’ prior admissions, collections experience and requests for verification of benefits in a hospital setting required.
• Psychiatric experience preferred.
• Prior experience with on-line Admission/Billing system desirable.

LICENSES/DESIGNATIONS/CERTIFICATIONS:

Not applicable.

WORK LOCATION:

This position is onsite and is not a remote position.

SUPERVISORY REQUIREMENTS:

This position is an Individual Contributor.

Why Peak View Behavioral Health?

Peak View Behavioral Health offers a comprehensive benefit plan and a competitive salary commensurate with experience and qualifications.

Peak View Behavioral Health is an EOE.

Summit BHC is dedicated to serving Veterans with specialized programming at our treatment centers across the country. We recognize and value the unique strengths of the military community in supporting our mission to serve those who have served.