Patient Finance Counselor

Banyan Treatment Centers; United States; Remote; USD 42,000 - 58,000; Full time

Job summary

Banyan Treatment Centers is seeking a detail-oriented Patient Financial Counselor to support our Revenue Cycle Management team from a remote location in the United States. You will help patients and families understand financial responsibility, collect payments, and resolve outstanding balances while upholding confidentiality and compliance.

You will work closely with Intake and Finance teams to ensure accurate documentation, smooth admissions, and timely payment solutions, directly impacting

Qualifications

• Associate degree required; Bachelor’s preferred or equivalent experience.
• Minimum 2 years of patient account resolution experience, behavioral health preferred.
• Knowledge of insurance benefit terms and patient financial responsibility.
• Strong written and verbal communication with a patient-centered approach; able to work independently.

Responsibilities

• Collect patient responsibility payments including deductibles, copays, and coinsurance.
• Contact patients or authorized family members to resolve outstanding balances.
• Provide clear, compassionate communication to support financial understanding and resolution.
• Assist patients with setting up reasonable payment plans when appropriate.
• Quote private pay pricing and explain financial terms as needed.
• Review and manage accounts receivable (AR) to verify accuracy and ensure balances are worked accordingly.
• Research and resolve billing inquiries and account questions.
• Accurately document all actions taken to reconcile balances and support payment resolution.
• Identify account discrepancies including adjustments, write-offs, overpayments, and refunds.
• Partner with Intake team to obtain signed financial documentation.

Skills

Patient account resolution

Communication skills

Organizational skills

Microsoft Office

EHR familiarity

Revenue cycle knowledge

Independent work

Time management

Education

Associate degree

Bachelor's degree preferred

Tools

CollaborateMD

Salesforce

Kipu

Job description

the company is seeking a detail-oriented and compassionate Patient Financial Counselor to support our Revenue Cycle Management team by helping patients and families understand financial responsibility and resolve outstanding balances related to treatment. In this role, the Patient Financial Counselor is responsible for collecting patient payments, reviewing accounts receivable accuracy, and assisting with billing resolution while ensuring professionalism, confidentiality, and compliance with applicable regulations.

This role works closely with Intake and Finance teams to support a smooth admissions process, accurate financial documentation, and timely payment solutions—making a direct impact on the patient experience and the financial health of our programs.

Position Details

Reporting to: Patient Relations Manager

Schedule: Full-time (Must be able to work EST hours)

Location: Remote

Key Responsibilities

Patient Financial Counseling & Collections

• Collect patient responsibility payments including deductibles, copays, and coinsurance
• Contact patients and/or authorized family members to resolve outstanding balances
• Provide clear, compassionate communication to support financial understanding and resolution
• Assist patients with setting up reasonable payment plans when appropriate
• Quote private pay pricing and explain financial terms as needed

Billing Support & Account Resolution

• Review and manage accounts receivable (AR) to verify accuracy and ensure balances are worked accordingly
• Research and resolve billing inquiries and account questions
• Accurately document all actions taken to reconcile balances and support payment resolution
• Identify account discrepancies including adjustments, write-offs, overpayments, and refunds

Coordination & Documentation

• Partner with Intake team to obtain signed financial documentation (Standard Fee Agreement)
• Verify and update patient demographics and registration information as needed
• Provide professional customer service to patients and insurance representatives

Compliance & Confidentiality

• Maintain strict confidentiality of patient and company information
• Ensure work is completed in accordance with federal and state regulations, including patient privacy laws
• Follow Banyan policies related to corporate compliance, workplace safety, and organizational integrity

Qualifications

• Associate degree required (Bachelor’s preferred) or equivalent relevant experience
• Minimum of 2 years of patient account resolution experience (behavioral healthcare, strongly preferred)
• Strong understanding of insurance benefit terms and patient financial responsibility
• Excellent organizational skills, attention to detail, and time management
• Ability to work independently and meet deadlines in a fast-paced environment
• Strong written and verbal communication skills with a patient-centered approach
• Proficiency in Microsoft Office (Outlook, Word, Excel)
• Familiarity with EHR systems (CollaborateMD, Salesforce, Kipu preferred)
• Knowledge of revenue cycle processes (Behavioral Health preferred)

Why Join the company?

the company is a nationally recognized leader in addiction and mental health care. As our Patient Financial Counselor, you will:

• Play a vital role in supporting patients and families through the financial side of treatment
• Work alongside a collaborative Revenue Cycle and Intake team focused on ethical, accurate care access
• Strengthen your expertise in patient accounts, billing support, and revenue cycle operations
• Contribute to Banyan’s mission of providing compassionate, high-quality behavioral healthcare
• Enjoy comprehensive benefits including medical, vision, and dental insurance; life and disability coverage; a 401(k) with employer match; paid time off and holidays; wellness incentives; and employee assistance programs

EOE