Financial Counselor – RCO Financial Clearance

EDUCATION & EXPERIENCE:

Minimum Qualifications:

• One year of related experience.

Preferred Qualifications:

• Knowledge of indigent care and charity assistance programs, including eligibility requirements and enrollment processes.
• Experience conducting financial screenings for patients.
• Experience utilizing a customer relationship management (CRM) system or electronic in-basket workflows in a healthcare or administrative setting.

JOB SUMMARY:

To provide the skills necessary to interview patients for demographic, financial, and third-party payor information to determine their ability to pay for services.

MAJOR DUTIES / CRITICAL TASKS:

• Gathers all patient demographic data required in the Hospital Information System computer system during patient interview.
• Screens patient for financial responsibility by using the uniform financial screening document.
• Verifies patient information by obtaining copies of proofs of residency, income, and third-party carriers.
• Determines potential reimbursement sources available to the patient and directs them to these sources.
• Determines the proper pay classification of the patient.
• Calculates patient’s charges for office visit and collects payment.
• Counsels with patients about unpaid bills.
• Researches invalid charge slips and creates appropriate account for billing.
• Creates a patient folder for appropriate paperwork.
• Adheres to internal controls established for department.
• Performs related duties as required. environment

WORKING ENVIRONMENT/EQUIPMENT:

• Standard office environment and equipment.

SALARY RANGE:

Actual salary commensurate with experience.

WORK SCHEDULE:

On-site, Monday through Friday, 8 AM – 5 PM.

Equal Employment Opportunity

UTMB Health strives to provide equal opportunity employment without regard to race, color, religion, age, national origin, sex, gender, sexual orientation, gender identity/expression, genetic information, disability, veteran status, or any other basis protected by institutional policy or by federal, state or local laws unless such distinction is required by law. As a Federal Contractor, UTMB Health takes affirmative action to hire and advance protected veterans and individuals with disabilities.