Financial Counselor (2526)

US Heart and Vascular is needing a Financial Counselor to join our team at Orion Medical in Houston, TX

Responsibilities & Duties:  

• Serves as the point of contact for all financial responsibility and assistance related questions from patients prior to the service being rendered. 

• Efficiently and accurately verifies and analyzes the benefits of eligibility and coverage using available tools. 

• Determines patients’ financial and insurance status to calculate a good faith estimate based on scheduled services. 

• Educates patients about their financial responsibility before services via phone, email, text, portal messages, or other approved modes of communication. 

• Performs pre-service collections via phone, portal, or in person. 

• Screens self-pay and underinsured patients to identify their ability to pay and implement affordable payment plan agreements for scheduled or prior services rendered. 

• Assesses the current financial situation of patients through the verification of patient insurance benefits; serving as the technical expert in confirming patients' benefit coverage.   

• Initiates the financial screening process as appropriate to evaluate eligibility for assistance programs. 

• Sets up patients with payment plans in practice management system as appropriate. 

• Performs accurate and timely documentation of applicable activities in the EMR billing system. 

• Maintains or exceeds baseline productivity standards established by RCM Shared Services within 90 days of employment and onwards. 

• Is responsible for compliance with all regulatory requirements and/or guidelines. These requirements/guidelines include, but are not limited to: OSHA, HIPAA, Federal Fraud, and Abuse laws. 

• Performs other duties as assigned. 

Knowledge, Skills and Abilities Required:  

• Familiarity with medical office procedures and billing practices 

• Proficient in clinical documentation review for alignment with insurance authorization requirements 

• Knowledge of federal, state, and local laws, statutes, regulations, codes, and standards related to the area of responsibility. 

• Knowledge of the principles, concepts, and theories relevant to the assigned functional area. 

• Skill in completing assignments accurately and with attention to detail. 

• Ability to communicate clearly and concisely both orally and in writing in English, to various audiences. 

• Ability to manage time, organize work, set priorities, meet deadlines, and follow up on work assignments with minimal supervision. 

• Ability to work independently, and as a team, to complete daily activities according to the work schedule. 

• Working knowledge of Office 365 programs such as Excel, Outlook, Word, PowerPoint, etc. 

Minimum Qualifications:  

• High School Diploma or GED from accredited institution. 

• One (1) year of experience in the same role, or related field in a healthcare setting 

About Houston, TX:

Houston is a diverse city with a booming job market in energy, healthcare, and tech. It has no state income tax, an affordable cost of living, and world-class dining and entertainment. Green spaces, museums, and pro sports teams add to its appeal. Whether for career growth or culture, Houston has it all.