Patient Financial Counselor (Remote)

at  Pinnacle Fertility Inc

Pinnacle Fertility is the nation’s fastest-growing physician-centric fertility care platform, supporting more than 25 high performing fertility clinics and comprehensive fertility service providers nationwide. Under a united mission of fulfilling dreams by building families, Pinnacle clinics offer innovative technology and processes, compassionate patient care, and comprehensive fertility treatment services, ensuring families receive a high touch experience on their path to parenthood.
The Patient Financial Counselor is an ideal opportunity for those seeking to be an integral part of a fertility patient’s journey towards becoming a parent. If you are customer service minded, compassionate, enjoy a fast-paced environment with a variety of duties, then this is role for you. The Patient Financial Counselor position at Pinnacle will allow you to engage with the patient throughout their journey while working closely with a multidisciplinary team to provide excellent patient care.

REQUIREMENTS

• High School Diploma acceptable with appropriate hands-on experience.
• Associate Degree in accounting or business is preferred.
• Minimum 2 years’ experience in a medical office working within patient accounts.
• Ability to access, input, and retrieve information from a computer. Medical software program experience preferred.
• Knowledge of office procedure and office machines (i.e. computer, fax, copier, etc.).
• Ability to demonstrate good judgment.
• Ability to communicate accurately and concisely.
• Ability to remain calm and poised under stress.
• Excellent interpersonal skills.

• Maintains patient accounts by obtaining, recording, and updating personal, financial and insurance information.
• Provide courteous and professional customer service to patients, coworkers and management.
• Document accounts appropriately
• Cover other Financial Counselors when they are out of the office.
• Responsible for obtaining and entering referrals, authorizations and predeterminations on behalf of the patient into the system.
• Obtains accurate benefits/eligibility information for the patient.
• Determines and obtains deposits for procedures.
• Review financial history prior to cycle start and at checkout and collects outstanding balances.
• Inform payments and collections team when account has outstanding insurance balances (greater than 60 days).
• Large unresolved balances should be reviewed with Supervisor and Physician prior to patient starting new cycle.
• Prepare and balance charge entry batch for submission to Data Entry Specialist daily.
• Obtains necessary waivers for those patients who choose not to use his/her benefit or do not have proper authorization for treatment.
• Review loan programs with patients without insurance benefits or patients that are required to pay deposits.
• Patient liaison to resolve billing issues. Works with billing and payments team to resolve patient billing issues.
• Communicates effectively with patients, coworkers, and supervisors.
• Able to work within a team setting (i.e. assisting team members and sharing knowledge)
• Effectively works with assigned insurance carrier(s) to resolve referral, authorization and predetermine issues.
• Responsible for reviewing and interpreting patient accounts.
• Maintains operations by following policies and procedures; studying existing and new credit and insurance
• information legislation; enforcing adherence to requirements; advising management on needed actions and/or changes.
• Supports Finance Department by effecting daily and monthly close.
• Contributes to team effort by maintaining an excellent rapport and working relationship with reception/checkout desk and supporting front desk activity as needed; cooperating with other departments within the Center.
• Works effectively with the clinical team to determine and communicate correct financial obligations to the patients.
• Other duties as assigned.