Financial Counselor

JOB CONTENT

Position Summary:

(Overall purpose of this position)

• Responsible for assessing, connecting and/or enrolling patients to health insurance through Marketplace/ PE or Medicaid as well as other financial assistance programs.
• Responsible for all patient support services conducted in the front office

Essential duties and responsibilities which must be performed in order to carry out the position purpose summarized above:

(The following description is a general representation of the key duties and responsibilities of this position. Other duties may be assigned, as required.)

1. Greet patients and visitors in a prompt, courteous, and helpful manner.
2. Assist with answering incoming calls and routes to appropriate persons or departments.
3. Responsible for accurate and timely response to EMR and staff messages for benefits assistance.
4. Assess patient health insurance need, determine eligibility, assist with applications, enrollment, support and assistance, including:

• Educate on options available for patients with no insurance.
• HRSA and NFP Financial Assistance Programs
• Presumptive Eligibility and Medicaid.
• Marketplace.
• Drug Assistance Program.
• CHAP program.

1. Maintain documentation and records for HRSA and NFP financial assistance programs, CHAP and DAP. Scan all applications with required documents, and file them appropriately.
2. Demonstrate and maintain expertise in: eligibility and enrollment rules and procedures; the range of qualified health plan options and insurance affordability programs; the needs of underserved and vulnerable populations; and privacy and security standards
3. Successfully complete required federal and/or state consumer assistance training and attend seminars or meetings as appropriate
4. Conduct internal education activities to raise awareness about services, resources and coverage options available under Medicaid, CHAP, DAP, Marketplace, MAGI, etc.
5. Provide information and assistance in a fair, accurate, and impartial manner that is culturally and linguistically appropriate to diverse communities and accessible to individuals with disabilities.
6. Provide referrals to any applicable office of health insurance consumer assistance of ombudsman established under Section 2793 or the PHS Act to address consumer grievances, complaints or questions about their health plan, coverage, or determination.
7. Ability to perform standard Medical Office Specialist duties:

• Accurate and timely registration and scheduling for all appointment types
• Collect co-payments and other types of patient responsibility payments
• Insurance verification

1. Complete all other duties assigned.

Qualifications:

1. Specific knowledge, training or skills required to perform the duties of this position. Specific concepts, courses, training programs or required certifications:

(To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

• High school diploma or GED.
• Computer proficiency: Microsoft Office Suite, database management, application of EMR and related functional software.
• Ability to establish and maintain effective working relationships with staff, patients and the public. Initiates a team work approach when appropriate.
• Ability to read and understand oral and written instructions and communicate clearly, both written and verbally.
• Ability to follow written policies and procedures and work independently.
• Knowledge of medical insurance.
• Ability to operate fax machine and photocopier.
• Strong organizational qualities; ability to sort and file materials correctly by alphabetical or numeric system.
• Ability to multi-task in a stressful environment.
• Ability to communicate in English and Spanish preferred.
• Valid Ohio driver’s license and insurance.
• Ability to have a flexible schedule.

Essential Physical Demands and Working Environment:

(The physical demands and work environment described below are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

• Ability to see, communicate, hear and utilize electronic communication devices.
• Demonstrated ability to walk, sit or stand for long periods of time.
• Some bending and stretching required. Requires eye/hand coordination and manual dexterity sufficient to operate keyboard. Requires normal range of hearing and eyesight to record or prepare reports. Requires some lifting papers or boxes up to 30 pounds.
• Regular evening and occasional weekend work hours.

Previous experience that is necessary background to qualify for this position:

• A minimum of one year experience in a medical office setting.
• Proficiency as a Medical Office Specialist required.
• Computer proficiency: Microsoft Office Suite, database management.

REPORTS TO AND EVALUATED BY: Manager of Patient Services