Pre-Service Financial Counselor

UPMC; Harrisburg (Dauphin County); On-site; USD 42,000 - 56,000; Full time

Job summary

UPMC Harrisburg is seeking a full-time Pre-Service Financial Counselor to support the Patient Advocacy department. The role focuses on creating accurate estimates with the EPIC estimator, educating patients on their financial obligations, and guiding them through pre-pay discounting and payment options.

The position is hybrid, following initial training at Camp Hill with on-site work at least three days per week at UPMC Harrisburg. Typical hours are Monday through Friday during daylight hours.

Qualifications

• Experience explaining insurance benefits to patients.
• Ability to educate patients on financial obligations and payment options.
• Strong communication and interpersonal skills.

Responsibilities

• Create timely and accurate price estimates using the EPIC estimator tool.
• Confirm eligibility and benefits through insurer resources and apply charges to determine patient liability.
• Assist patients by explaining insurance benefits and clarifying charges.
• Deliver price estimates to patients with courteous, knowledgeable explanations of benefits.

Tools

EPIC estimator

Job description

Purpose:

Do you have experience with medical insurance? Are you looking to help educate patients on their financial obligations? UPMC is hiring a full-time Pre-Service Financial Counselor to assist the Patient Advocacy department. The position would work Monday-Friday during daylight hours and would be located at UPMC Harrisburg. The position would complete training at their Camp Hill office before moving to a hybrid work arrangement working at least 3 days on-site at UPMC Harrisburg per week.

The Pre-Service Financial Counselor is responsible for creating accurate estimates utilizing the EPIC estimator, contacting patients to financially counsel them on their estimates, offering the appropriate pre-pay discounting, and collecting patient responsibilities for pre-scheduled hospital-based services.

Responsibilities:

• Create timely and accurate price estimates by utilizing the EPIC estimator tool.
• Utilize insurance websites or hotlines to confirm eligibility and benefits, reviewing appropriate fee schedules to determine correct charges and apply all information to ascertain patient liability.
• Assist patients with explaining their insurance benefits.
• Deliver price estimates to patients in a courteous and knowledgeable manner, providing clarification about the patient's benefits if requested.
• Collect patient responsibilities using IVR system or other credit card and payment options.
• Document appropriate account activity in system(s).
• Liaise with physician offices, internal departments and insurance companies to develop accurate estimate if requests are vague or incomplete.
• Refrain from disclosing or revealing confidential information to any person and do not access patient or coworker records (either electronic or files) except as specifically necessary to perform job duties.
• Attend all mandatory training as defined in UPMC and Revenue Cycle Policies and Procedures manuals.
• Perform duties and job responsibilities in a manner which promotes the core values of UPMC (Quality and Safety, Dignity and Respect, Caring and Listening, Excellence and Innovation, Responsibility and Integrity) in all consumer and UPMC interactions.
• Monitor the various work lists and work queues to ensure the appropriate follow-up within the expected time periods.
• Resolve complex outstanding patient issues.
• Perform benefit education and financial counseling on potential out of pocket expenses for patients who have services scheduled.
• Maintain department productivity levels.
• Maintain compliance with quality standards.