Financial Counselor

AnnexPosted Oct 6, 2026

Job description

Description Position Status : Full-Time Supervisor : Billing Manager What you’ll do : Ability to work independently and carry out assignments to completion within parameters of instruction. Communicating with patients and insurance companies on the phone in a professional manner. Answering the calls in regarding financial issues, payment options, medical coverage and assistance programs.

Understanding/compliance of HIPAA laws and regulations. Documenting and reporting all payment information Offering education and training to patients about their payment options and financial assistance opportunities Negotiating about patient payment arrangements Reviewing and processing all patient and insurance company forms.

The ability to review patient bill in Athena and explain basic information for collections. The ability to update patient insurance in Athena for rebilling of claims and send email to PRD team to complete action with detail instructions if available. Be a critical thinker and ask necessary questions to bring resolution to patient issue.

Understand CareCredit and possess the ability to explain it’s benefits to patients as a payment option. Complete call notes on all calls taken and open cases when account will need escalation to PRD or to Management. Understanding the payment plan protocols and adhere to them. Utilize resources to determine patient coverage/benefit levels for surgical procedures.

Provide patients with estimates prior to schedule procedure day. Act immediately to any urgent issues and work with team to bring resolution for positive patient experience and revenue collections. Work effectively as a team unit to achieve department and company goals. Follow company core values in all aspects. Be accountable for work production accuracy.

Other duties as assigned by immediate supervisor or company directive. Requires regular and consistent attendance.

Requirements

Must have a High School Diploma or equivalent. 1+ years medical collections experience. 1+ years customer service experience. 1+ years medical office or hospital setting Bilingual-Spanish/English a plus #BackOffice4

Description copied from TSAOG Orthopaedics & Spine's careers page. Read the full posting before you apply.

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