Financial Counselor

Description : SUMMARY

The Financial Counselor serves as the main contact for patients regarding financial matters. This role reviews treatment costs and out of pocket expenses, advises on insurance coverage, eligibility, and payment options, collects payments, and sets up payment plans, calculates cost estimates, and reviews accounts.

POSITION REQUIREMENTS

• Prepares and reviews patient cost estimates for numerous services, including office visits, procedures, surgeries, imaging, durable medical equipment (DME), and injections, with patients in person or over the phone.
• Collects co-payments, deductibles, coinsurances, and upfront costs indicated by patient's insurance carrier and in accordance with Pinehurst Surgical Clinic's policies.
• Manages patient phone calls and in-person requests including :

a. Resolving patient inquiries

b. Answering billing questions

c. Accepting payments by phone or in person

d. Establishing payment plans

e. Demonstrating knowledge of accepted payment methods, including cash, credit cards, checks, and Care Credit contacts

patients to collect unpaid balances.

f. Educate patients on their overall financial responsibility.

g. Assist patients in setting up payment plans in accordance with Pinehurst Surgical Clinic's payment plan policy.

h. Completes individual daily deposits and is responsible for compiling and reconciling overall department deposits from

individual staff, including filling out deposit forms and necessary paperwork. Performs other related duties as assigned in

support of clinic operations.

Requirements :

PREFERRED QUALIFICATIONS

PERSONAL CHARACTERISTICS

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