Financial Counselor

Financial Counselor

Position Summary : The Financial Counselor provides application assistance to applicants and beneficiaries of Qualified Health Plans and insurance affordability programs including Masshealth and health insurance programs offered through the Massachusetts Health Connector. The Certified Application Counselor interviews, assesses and screens patients for eligibility for such plans and assists in the enrollment and application process. The Certified Application Counselor (CAC) is responsible for tracking and processing accurate, complete and timely applications with regards to Codman Square Health Center billing practices and procedures and is consistent with the Certified Application Counselor Policy Requirements.

The Financial Counselor will also provide payment solutions for self-pay patients that do not meet the eligibility requirements for affordability programs, including but not limited to payment plans and Sliding Fee Discount Plan. The Financial Counselor is expected to deliver superior customer service to both internal and external customers at all times.

Primary Responsibilities :

• Collects and verifies patient demographics, insurance eligibility, and financial information to help patients navigate enrollment with an insurance plan, as well as accurately document all data elements in Health Center electronic medical record and applicable computer systems.
• Follows up with patients and obtains all documentation required for application processing and accurately enters information into health center and external systems as appropriate.
• Screens all self-pay patients; identifying payment plan or discount plan options based on income level and family size.
• Collects initial payments for sliding discount patients, while also reviewing patient accounts for prior balances.
• Assists patients in establishing secured installments plans in accordance with Codman Square Health Center Financial Assistance Policy.
• Monitors, manages and actively follows up on active self-pay balances to optimize copayment and self pay collections for the health center.
• Reviews work queues and other aged trial balances to collect on past due balances as well as current patient statement balances to increase payment collection rates for the Health Center.
• Fields patient billing inquiries and refers to appropriate Revenue Cycle staff for resolution.
• Responsible for remaining current and up to date on all of department Policy and Procedures pertaining to reimbursement and customer service.
• Meets performance standards established by Revenue leadership, including but not limited to : quality, collections, customer service, screening / solution rates, and productivity.
• Works effectively with Patient Access peers and other Health Center departments.
• Delivers exemplary customer service for patients in accordance with Health Center expectations / guidelines.
• Demonstrates respect and regard for the dignity of all patients, families, visitors, and fellow employees to ensure a professional, responsible, and courteous environment.
• Communicates effectively with internal and external customers with respect to differences in cultures, values, beliefs and ages, utilizing interpreters when needed.
• Performs all other duties as assigned.

Qualifications and Skills :

Physical Requirements :

CODMAN SQUARE HEALTH CENTER MISSION, VISION, AND VALUES

Mission : To serve as a resource for improving the physical, mental, and social well-being of the community.

Vision : Codman Square Health Center is our community's first choice for comprehensive, holistic, and integrated services, and empowers individuals to lead healthy lives and build thriving communities.

Values : Patients- Our patients are the center of our care team.

Community : The well-being of the individual is deeply connected to the health of the community.

Advocacy : We advocate for responsive policies and resources to address health disparities and promote health equity.

Staff : We are a diverse, empowered, compassionate, and prepared workforce.

Innovation : We promote a culture of innovation that has measurable and sustainable impact.

Partnership : We build and sustain diverse partnerships.