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Pre - service Financial Counselor

Own the patient billing and insurance verification workflow for accurate pre-service estimates
Hanover, Pennsylvania, United States
Mid-Level
3 hours agoBe an early applicant
UPMC

UPMC

Integrated global health enterprise combining academic medicine, hospitals, insurance, and research to deliver advanced, value-based patient care.

Pre-Service Financial Counselor

Do you have experience with medical insurance? Are you looking to help educate patients on their financial obligations? UPMC is hiring a full-time Pre-Service Financial Counselor to assist the Patient Advocacy department. The position would work Monday-Friday, 7:30am-4:00pm and would be located at the UPMC Hanover office. The position has the possibility to work a hybrid work arrangement after training.

The Pre-Service Financial Counselor is responsible for creating accurate estimates utilizing the EPIC estimator, contacting patients to financially counsel them on their estimates, offering the appropriate pre-pay discounting, and collecting patient responsibilities for pre-scheduled hospital-based services.

If you are enthusiastic about assisting patients and are up for the challenge, apply today!

Responsibilities:

  • Create timely and accurate price estimates by utilizing the EPIC estimator tool.
  • Utilize insurance websites or hotlines to confirm eligibility and benefits, reviewing appropriate fee schedules to determine correct charges and apply all information to ascertain patient liability.
  • Assist patients with explaining their insurance benefits.
  • Deliver price estimates to patients in a courteous and knowledgeable manner, providing clarification about the patient's benefits if requested.
  • Collect patient responsibilities using IVR system or other credit card and payment options.
  • Document appropriate account activity in system(s).
  • Liaise with physician offices, internal departments and insurance companies to develop accurate estimate if requests are vague or incomplete.
  • Refrain from disclosing or revealing confidential information to any person and do not access patient or coworker records (either electronic or files) except as specifically necessary to perform job duties.
  • Attend all mandatory training as defined in UPMC and Revenue Cycle Policies and Procedures manuals.
  • Perform duties and job responsibilities in a manner which promotes the core values of UPMC (Quality and Safety, Dignity and Respect, Caring and Listening, Excellence and Innovation, Responsibility and Integrity) in all consumer and UPMC interactions.
  • Monitor the various work lists and work queues to ensure the appropriate follow-up within the expected time periods.
  • Resolve complex outstanding patient issues.
  • Perform benefit education and financial counseling on potential out of pocket expenses for patients who have services scheduled.
  • Maintain department productivity levels.
  • Maintain compliance with quality standards.

Qualifications:

  • High School diploma or equivalent and 4 years experience, OR Bachelor's degree required.
  • Strong PC and computer skills required.
  • Familiarity with large-scale, automated patient billing systems (e.g., Medipac, EPIC), medical terminology, and fee schedules and coding (e.g., CPT/HCPCS) preferred.
  • Strong analytical and problem-solving skills, organization and time management.
  • Previous experience with insurance verification and benefit application preferred.
  • Must develop and manage positive working relationships with colleagues, management, 3rd party payers, patients or their representatives, physicians and hospital leadership.
  • Must possess excellent communication and customer service skills.
  • Must display leadership skills.
  • Must be dependable, professional, have strong interpersonal skills, be an excellent communicator and have the ability to prioritize the workload.
  • Licensure, Certifications, and Clearances: Act 34
  • UPMC is an Equal Opportunity Employer/Disability/Veteran
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Pre - service Financial Counselor
Hanover, Pennsylvania, United States
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About UPMC
Integrated global health enterprise combining academic medicine, hospitals, insurance, and research to deliver advanced, value-based patient care.