Financial Counselor

The role

The Financial Counselor is a patient-facing member of the central Revenue Cycle Management team. This person educates infusion patients on insurance coverage, conducts welcome calls, provides cost estimates, and manages financial assistance enrollment.

What you will do

• Serve as the primary financial contact for patients regarding insurance and financial aspects of infusion treatment.
• Conduct patient welcome calls to set expectations for the financial clearance process.
• Obtain and confirm insurance coverage information and demographics.
• Educate patients on insurance coverage and verified benefits including co-pays and deductibles.
• Assess patients' ability to meet financial obligations and identify needs for assistance.
• Prepare and review cost estimates with patients.
• Discuss payment options and set up payment arrangements.
• Verify insurance eligibility and update demographics in the system.
• Screen patients for financial assistance and enroll them in manufacturer copay assistance or foundation grants.
• Document all patient, payer, and provider communications in designated systems.

Required qualifications

• High school diploma or equivalent
• Excellent verbal and written communication skills
• Superior interpersonal and patient contact skills
• Excellent telephone manners
• Ability to explain insurance terminology clearly to patients
• Working knowledge of insurance coverage, benefits, and terminology
• Experience preparing patient cost estimates and arranging payment plans
• Experience with, or ability to quickly learn, EHR and infusion management systems
• Knowledge of medical terminology and clinical documentation review
• Compassion and professionalism when discussing sensitive financial topics
• Strong organizational skills
• Detail-oriented

Nice to have

• Associate degree in finance or business, or equivalent revenue cycle experience
• Minimum of two years of patient benefits experience
• Experience in financial counseling, pre-service coordination, or insurance billing for medical services
• General knowledge of ICD-10 and CPT codes
• Infusion or specialty medication experience
• Experience with financial assistance, copay assistance, or grant applications

About the company

niramedical is a company with a central Revenue Cycle Management team.