Patient Financial Counselor: Insurance Benefits & Aid

Duke University Health System; Raleigh (NC); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

$5000 Commitment Bonus for qualifying

Job summary

Duke University Health System is seeking a Financial Care Counselor to advise patients on medical bills and act as a liaison with insurance companies to ensure coverage and pre-arrival requirements are met. The role includes explaining financial liability, arranging payment plans, and exploring government funding opportunities.

The position involves researching patient information, generating service estimates, updating EHR data, and making outbound calls to discuss balances and upcoming visits.

Qualifications

• Requires professional communication skills, both verbal and written.
• Familiarity with medical terminology and healthcare billing processes.
• Basic computer literacy and data entry.
• Ability to organize and prioritize tasks under pressure.
• Experience in a healthcare setting or billing/collections is preferred.

Responsibilities

• Advise patients on medical bills and provide financial counseling.
• Liaise between patients and insurance companies to ensure requirements are met prior to arrival.
• Inform patients of financial liability and available payment options.
• Create estimates for identified services using approved tools.
• Update patient registration and insurance information in the EHR.
• Contact patients to discuss estimates for upcoming visits and services.
• Document all patient conversations in the EHR to trigger necessary follow-ups.

Skills

Professional communication

Verbal and written communication

Basic PC skills

Medical terminology knowledge

Education

High school diploma or equivalent

Associate's degree in healthcare or related field

Bachelor's degree and one year of public interaction experience

Job description

Duke University Health System is seeking a Financial Care Counselor to advise patients on medical bills and act as a liaison with insurance companies to ensure coverage and pre-arrival requirements are met. The role includes explaining financial liability, arranging payment plans, and exploring government funding opportunities.

The position involves researching patient information, generating service estimates, updating EHR data, and making outbound calls to discuss balances and upcoming visits.