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Financial Counselor II

Atlanta, United States

GENERAL SUMMARY OF DUTIES: Responsible for financially securing patient accounts for endoscopy and hospital procedures, including verifying benefits, managing referrals and authorizations, and notifying patients of financial responsibility. Acts as on-site escalation point for patient concerns and billing inquiries.

RESPONSIBILITIES
Duties include but are not limited to:

Utilizes Greenway and Authorization Worklist to verify and thoroughly document benefits for endoscopy and hospital procedures and manages referrals/authorization with an average of 34+ verifications per day.
Monitors status of pending accounts and notifies appropriate office and managerial staff in the event of a required postponement or cancellation.
Maintains an error rate of less than 2% of total volume worked for the previous 2 quarters.
Works with self-pay patients, patients with large outstanding balances, and patients with large time of service deposits to set up payment plans.
Utilizes Greenway and Authorization Worklist to verify and thoroughly document benefits for office visits and manages referrals/authorizations a minimum of 3 days prior to date of service.
Acts as on-site escalation point for patient concerns and billing inquiries.
Assists Financial Counselor Representative with FC Patient Portal tasks
Assists Financial Counselor I with internal FC voicemail and return employee phone calls in a timely manner
Assists Financial Counselor Representative with inquires received through the FC Patient Portal from self-pay patients, patients with large outstanding balances, and patients with large time of service deposits and assists said patients with setting up payment plans.
Assists Financial Counselor Manager with new hire training.
Sends status updates for “days out” numbers, as assigned.
Completes special verification assignments, as assigned.
Calculates and notifies patients of payments, outstanding balances, and deposits due
Collects, records, and updates patient demographic and insurance information according to the United Digestive, LLC documentation requirements
Accurately provides or counsels patients and/or relatives with pertinent information regarding payment for medical treatment or procedures
Has a strong knowledge and understanding of different insurance plans
Meets or exceeds quality and productivity standards
Answers emails and voicemails in a timely and efficient manner
Completes requests for information from other United Digestive, LLC staff and ensures that they are handled promptly and effectively to guarantee payment on patient accounts
Abides by and promotes HIPAA compliance; maintains strictest confidentiality with regards to patient information
Participates in staff meetings as directed
Participates in marketing activities as directed
Completes any other duties and/or special projects as assigned

EDUCATION, REQUIRED SKILLS AND EXPERIENCE
High School Diploma or GED required; 5+ years of insurance verification, prior authorization, and precertification experience in a medical setting, gastroenterology experience preferred. Billing, coding, or denials management background a plus. Must be computer literate, able to type 40 words per minute, and able to operate practice and Microsoft Office applications. Excellent verbal and written skills and attention to detail. Certified Financial Counselor, Certified Patient Account Representative, or similar a plus.

ADDITIONAL SKILLS AND EXPERIENCE
Financial Counselor II must be able to:

Possess the ability to assist patients, visitors, co-workers, and physicians with courtesy and respect
Display a professional, outgoing, warm, and helpful attitude
Possess compassion when assisting people who are ill and need help
Plan, prioritize, and complete multiple tasks as delegated by the Department Manager
Work under pressure, assess, respond, and communicate issues in a timely manner
Communicate clearly and professionally with patients and coworkers via telephone, email, and/or in-person correspondence
Interpret and apply clinical and non-clinical best practices

PHYSICAL/MENTAL/ENVIRONMENTAL DEMANDS
Requires sitting and standing associated with a normal office environment; travel within the Metro area required.

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