Financial Counselor

PLEASANT VALLEY HOSPITAL

POSITION DESCRIPTION

POSITION TITLE: Financial Counselor

DEPARTMENT: Business Office

CLASSIFICATION: Non-Exempt

JOB SUMMARY:

Responsible for initial contact and follow-up on private pay patient

accounts as well as verification of insurance on all inpatient admissions.

JOB RELATIONSHIPS:

Responsible to: Director of Patient Financial Services

Nature of supervision received: Direct

Positions directly supervised: None

ESSENTIAL JOB FUNCTIONS:

The following is a summary of the major essential functions of this job.

The incumbent may perform other duties, both major and minor, that are not mentioned below; and specific functions may change from time to time.

1. Discuss private pay account balances with patients.

2. Reviews self-pay admissions for accuracy.

3. Directly visits and discusses financial assistance availability to

in-house patients.

4. Prepares financial assistance application forms and information for

those patients who may be eligible.

5. Review and transfers accounts to collection agencies.

6. Demonstrates excellence in customer service skills.

7. Fosters an atmosphere of teamwork and collaboration.

8. Performs other duties that may be assigned by supervisor or Director

of Patient Financial Services.

9. Complies with Corporate Policies, Departmental Policies and

Procedures and Personnel Employee Handbook.

QUALIFICATIONS:

The following qualifications, or equivalents, are the minimum requirements necessary to perform the essential functions of this position.

EDUCATION AND FORMAL TRAINING:

High school education or equivalent.

WORK EXPERIENCE:

One year of collection, telephone, computer and insurance experience

related to the medical profession required, two years preferred.

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

Typing and basic mathematical skills with a working knowledge of medical

terminology as well as the ability to communicate clearly with patients and insurance companies over the phone and in person.

STANDARDS OF PERFORMANCE:

Pleasant Valley Hospital is committed to providing excellent service to

our customers. Each and every interaction with your customers become an

opportunity to serve. Every employee is accountable for delivering an

excellent customer experience. Pleasant Valley Hospital's Standards of

Performance pertain to: Attitude, Phone Etiquette, Customer Waiting, Call Lights, Wayfinding, Privacy, and Facility Appearance.

PHYSICAL REQUIREMENTS:

Must demonstrate manual dexterity to operate equipment in the Patient

Accounts office. Must be able to withstand long periods of sitting. Must demonstrate visual acuity for reading computer screens. Must demonstrate abilities generally associated with this position.

EXPOSURE CATEGORY:

Category III. Tasks that involve no exposure to blood, body fluids or

tissues. Category I tasks are not a condition of employment.

APPROVED:

____________________________________ ______________________________

Supervisor and Title Date

____________________________________ ______________________________

Employee Signature Date

Reviewed: November 2001, February 2016, April 2020

Revised: November 2001, February 2016, April 2020

Job Type: Full-time

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• Weekends as needed

Education:

• High school or equivalent (Required)

Experience:

• Medical terminology: 1 year (Required)

Work Location: In person