Financial Counselor - Patient Access Services - OP
We’re looking for a highly motivated, high energy and qualified Financial Counselor to join our Texas Health family.

EDUCATION

H.S. Diploma or Equivalent Required

EXPERIENCE

1 Year Collections experience Preferred
2 Years Hospital admissions experience Preferred

SKILLS

Strong communication and interpersonal skills with a focus on customer service and patient advocacy.
Ability to analyze insurance coverage, explain benefits, and solve billing issues with confidence.
Tech-savvy and proficient in Epic, Meditech, Microsoft Office Suite, and financial/registration software.
Strong problem-solving and critical-thinking abilities, especially in high-pressure situations.
Comfortable multi-tasking in a fast-paced environment while maintaining attention to detail.
Ability to work with diverse patient populations and show empathy in sensitive financial discussions.
Bilingual (Spanish) preferred, but not required.

• Duties to include, but not limited to:
• Helps patients understand their insurance benefits, financial responsibilities, and available assistance programs in a compassionate and clear way.
• Provides accurate cost estimates, set up payment plans, and assist with financial assistance applications.
• Advocates for patients by explaining coverage options and working with external agencies to secure funding when needed.
• Identifies potential coverage gaps and educate patients about their financial options before services are rendered.
• Verifies insurance benefits and ensure pre-authorization requirements are met before scheduled services.
• Works closely with physician offices, case managers, and patients to prevent unexpected financial burdens.
• Assists in resolving claim denials and explain Explanation of Benefits (EOBs) in easy-to-understand terms.
• Utilizes online tools, databases, and insurance portals to ensure accurate eligibility verification.
• Ensures a smooth patient experience by managing Financial Clearance Work queues and providing Good Faith Estimates (GFE).
• Records and maintain accurate patient demographic and financial data in our electronic health records (EHR) system
• Assists patients with Medicaid applications, financial assistance forms, and public assistance programs.
• Works alongside facility leadership and revenue cycle teams to maximize reimbursement and minimize financial barriers.
• Applies superior customer service skills to set expectations about the patient experience and use THR’s First Impression principles to deliver top-tier customer service.
• Maintains a friendly, professional, and empathetic approach when discussing financial matters with patients and families.
• Collaborates with clinical teams and patient navigators to ensure financial processes do not delay care.
• Serves as a mentor to new team members, sharing knowledge and best practices.
• Stays up to date on federal, state, and hospital financial policies to ensure compliance with regulations.
• Participates in staff meetings, training sessions, and process improvement initiatives.
• Keeps detailed records of financial discussions and transactions in patient accounts.
• Identifies ways to improve financial counseling processes to create a better experience for both patients and the organization