Financial Client Services Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the primary financial contact for patients and their responsible parties at all Outpatient and IOP facilities through various means including telephone, video, and secure electronic communication.

• Conduct insurance eligibility checks and benefit verifications for designated Outpatient patients.

• Determine deductibles, copays, coinsurance, out-of-pocket maximums, coordination of benefits, network status, and pre-authorization requirements.

• Calculate and present estimates of patient financial liabilities, while educating patients and responsible parties on benefits, billing expectations, financial policies, and available payment options.

• Collect private-pay fees, copays, deductibles, and other patient responsibilities in advance, and establish approved payment arrangements.

• Ensure the completion of financial documentation and billing acknowledgments utilizing approved electronic signature tools.

• Process credit card and other payments, and keep daily payment records accurate.

• Maintain precise financial records within the EHR.

• Monitor insurance coverage and re-verify benefits throughout the treatment cycle.

• Work collaboratively with facility leadership, Admissions, Business Development, Utilization Review, and Revenue Cycle Management to address financial and insurance obstacles.

• Submit weekly deposit reconciliations and update tracking spreadsheets accordingly.

• Achieve performance benchmarks for verification turnaround, upfront collections, form completion, payment arrangements, and documentation accuracy.

• Deliver customer service and address inquiries from patients and families regarding insurance and patient funding.

• Assist with month-end closing, reporting, reconciliation, workflow standardization, and process enhancements.

• Attend mandatory virtual meetings and enhance professional knowledge through training and development opportunities.

• Uphold confidentiality and adhere to HIPAA, 42 CFR Part 2, and relevant regulatory requirements.

• Perform additional duties as assigned.

⛳️ Requirements

• A minimum of a High School diploma is required.

• An Associate or Bachelor’s degree in finance, accounting, business, healthcare administration, or a related discipline is preferred.

• Experience in a remote work environment is necessary.

• A minimum of two years of experience in healthcare financial counseling, insurance verification, patient access, patient collections, or revenue cycle is preferred.

• Experience in behavioral healthcare or outpatient settings is advantageous.

• Previous remote work experience is preferred.

• Ability to maintain strict confidentiality and comply with HIPAA, 42 CFR Part 2, as well as state, federal, accreditation, and organizational regulations.

• Capability to securely manage patient information in a remote work setting.

• Some travel may be required as the role develops and responsibilities grow.

🏝️ Benefits

• 401(k)

• Paid time off plan

• Medical insurance

• Dental insurance

• Vision insurance

• Flexible start times between 9:00 AM and 10:00 AM

• Required education, training, and ongoing professional development