Patient Finance Counselor

This is a fully remote position, open to applicants in Florida, +1 more state.

📋 Description

• Collect payments from patients for their responsibilities, which include deductibles, copays, and coinsurance.

• Reach out to patients and their authorized family members to address any outstanding balances.

• Clarify financial responsibilities, private-pay pricing, and various financial terms.

• Establish reasonable payment plans when necessary.

• Review and manage accounts receivable to ensure accuracy and address balances.

• Investigate and resolve billing inquiries and questions related to accounts.

• Document actions taken to reconcile balances and facilitate payment resolution.

• Identify discrepancies in accounts, including adjustments, write-offs, overpayments, and refunds.

• Collaborate with the Intake team to secure signed financial documentation.

• Verify and update patient demographics and registration details.

• Deliver professional customer service to both patients and insurance representatives.

• Uphold confidentiality while adhering to federal and state regulations, patient privacy laws, and Banyan policies.

• Report to the Patient Relations Manager and work in coordination with Intake and Finance teams.

⛳️ Requirements

• An Associate degree is required; a Bachelor’s degree is preferred or an equivalent level of relevant experience.

• A minimum of 2 years of experience in patient account resolution; experience in behavioral healthcare is strongly preferred.

• A solid understanding of insurance benefit terms and patient financial responsibilities.

• Exceptional organizational abilities, attention to detail, and effective time management skills.

• Capability to work independently and meet deadlines in a dynamic environment.

• Strong written and verbal communication skills with a focus on patient-centered care.

• Proficiency in Microsoft Office applications (Outlook, Word, Excel).

• Familiarity with EHR systems; experience with CollaborateMD, Salesforce, and Kipu is preferred.

• Knowledge of revenue cycle processes; experience in behavioral health is preferred.

• Must be able to work during Eastern Standard Time hours.

🏝️ Benefits

• Medical, vision, and dental insurance.

• Life and disability coverage.

• 401(k) plan with employer matching.

• Paid time off and holiday benefits.

• Wellness incentives.

• Employee assistance programs.

• Collaborative environment with the Revenue Cycle and Intake teams.

• Opportunities for professional growth in patient accounts, billing support, and revenue cycle operations.