Financial Counselor

About the role

A Financial Counselor acts as the liaison between patients and the practice, coordinating payments, assisting patients, monitoring balances and keeping insurance benefits current in the electronic medical records and billing software. The role also performs quality control for pre-certification and prior authorization. It is based at Hematology Oncology of Indiana, Monday to Friday 8:00 AM to 5:00 PM, with occasional overtime and weekend shifts depending on location.

Key responsibilities

• Coordinate with insurers on pre-certification and prior authorization, including peer-to-peer requests and appeals
• Review patient and physician schedules and treatment plans to confirm active insurance coverage and patient responsibility
• Generate service estimates, explain benefits and help patients complete assistance and grant-funded paperwork
• Review ageing balances and arrange payment plans or assistance applications
• Communicate with providers, nursing staff, PSS staff and the UM team, and work with outside entities to complete forms in a timely way
• Comply with federal and state laws on patient care, rights, safety, billing and collections, and follow AON revenue cycle policies

Required profile

• High school diploma or GED; further education or a degree is a plus
• At least two years of healthcare experience, preferably in a clinical or business office setting
• Prior healthcare customer service, medical terminology, insurance verification and pre-certification/prior authorization experience
• Cash handling and collection experience, and ability to calculate co-pays and coinsurance
• Good verbal and written communication skills; second language is an asset
• Ability to work independently, handle sensitive information and work in a fast-paced, multi-site environment

Required skills

• Proficiency in MS Office Word, Excel, PowerPoint and Outlook
• Understanding of ICD-9, ICD-10 and CPT codes
• Ability to use multiple screens and switch between applications