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Financial Counselor
Financial Counselor-March 2024
Brooksville
Mar 28, 2026
About Financial Counselor

  Description

  ESSENTIAL FUNCTIONS:

  Responsible for auditing the admission packets and for the verification of benefits along with all patient demographic information in the patient accounting system.

  Financial counseling of patients and/or guarantors and collecting any out of pocket (deductibles, copays, exhausted days, etc). Provide information to the patient and/or guarantors regarding their benefits and financial obligations.

  Complete financial disclosure paperwork for patients that request assistance including verifying income and expenses.

  Complete adjustment forms for any charity or administrative adjustments for approval.

  Complete promissory notes for patients that request payment arrangements.

  Update daily the upfront collection log, charity log, and admin adjustment log. Review with BOD on a weekly basis.

  Gather and interpret data from system and understands appropriate course of action to take and initiates time-sensitive and strategic steps resulting in payment.

  OTHER FUNCTIONS:

  Perform other functions and tasks as assigned.EDUCATION/EXPERIENCE/SKILL REQUIREMENTS:

  High school diploma or equivalent required.

  Three or more years' experience in related field required.

  Extensive knowledge and understanding of Commercial Insurance and Medicare/Medicaid required.

  Qualifications

  Skills

  Required

  Communication: Novice

  Attention to Detail: Novice

  Preferred

  Problem Solving: Novice

  Financial Awareness: Novice

  Computer - Excel: Novice

  Behaviors

  Required

  Enthusiastic: Shows intense and eager enjoyment and interest

  Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

  Dedicated: Devoted to a task or purpose with loyalty or integrity

  Education

  Required

  High School/GED or betterPreferred

  Bachelors or better in Finance

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