Orthopedic ONE · 3 months ago
Financial Counselor, Pre-Collect and Price Estimate
Westerville, OH
Full-time
Onsite
Entry, Mid Level
2+ years expOrthopedic ONE is a healthcare organization focused on providing orthopedic services. The Financial Counselor role is responsible for ensuring insurance and pre-collection requirements are met, communicating patient financial responsibilities, and processing delinquent accounts.
Health CareHospitalMedicalTherapeutics
Responsibilities
Communicate with patients, face-to-face or by telephone, collecting on patient financial liability in advance of medical services being performed
Review and verify insurance benefits for all proposed or scheduled procedures
Review and verify insurance eligibility for scheduled patients
Review patient account ledgers and contacts patient to initiate pre-collection procedure
Calculate and collect payments appropriately for all patients
Perform price estimates for medical services using price estimate technology and insurance company portals to obtain procedure claim estimates and calculate patient responsibility
Accurately completes good faith estimates in the required timeframes
Communicates with patients in a compliant and professional manner
Establish down payment and payment plan requirements prior to clinic staff scheduling all elective procedures
Complete pre-collection on accounts promptly and efficiently to reduce patient receivables and bad debt
Perform duties necessary to ensure all accounts are processed accurately and efficiently
Perform other duties as assigned by the Supervisor
Communicate with patients, face-to-face or by telephone, collecting on patient financial liability
Process patient accounts promptly and efficiently to reduce receivables and bad debts
Monitor payment plans for adherence to defined payment plan guidelines
Review patient account ledgers and contacts responsible parties to collect monies on delinquent accounts
Participate in automated telephone work queue collecting on past due balances
Place delinquent accounts with collection agency
Consult with patients regarding their financial responsibility, current benefits, and limitations on coverage for their plan product and payment options
Review and process bankruptcy paperwork
Review and process deceased patient accounts
Performs other duties as assigned by the supervisor
Communicates with patients, insurance carriers and other outside entities in a professional manner
Identifies solutions and responds professionally to patient concerns, i.e., pleasant tone of voice, courteous language, etc
Uses appropriate grammar and demonstrates tact and diplomacy in patient interactions, by phone and in person
Diffuses negative situations with patients and maintains a pleasant and professional tone during stressful circumstances and heavy workload
Communicates with staff members in a professional, pleasant manner; Shares information relevant to work, no gossiping or disparaging remarks, accepts work without complaint or provides reasons why assignment is unmanageable, asks and answers questions related to improving department performance
Works cooperatively with coworkers, providers, and management
Shares knowledge and insights with co-workers in a constructive manner
Willingly provides coverage to department, staying beyond scheduled ending time when clinic schedule demands it, volunteering to cover time off or unexpected absences, maintaining workflow in department without direct supervision
Addresses conflicts with person directly before involving manager or uninvolved peers
Is considerate of others with regard to taking breaks or meal periods, use of computer and telephone, and noise in department
Knows and complies with policies and procedures as enumerated in the Orthopedic One Employee Handbook and policies and procedures documents
Provides assistance and support to leadership in implementing policies and procedures as necessary
Actively participates in training, and conducting day to day work activity by adhering to all policies and procedures as enumerated in compliance and risk management programs
Qualification
Required
High school diploma/GED required
Minimum of 2 years of previous medical billing/collections experience in a medical office or insurance payer setting
Experience in healthcare patient accounting or revenue cycle department, including knowledge of insurance deductibles, co-insurance, and price estimate processes
Previous experience working in an electronic medical record system
Able to organize and prioritize responsibilities
Demonstrated ability to work independently, with little immediate supervision
Understanding of basic mathematical principles
Knowledge of CPT, ICD-10 and HCPCS codes
Ability to communicate using appropriate professional grammar, tact and diplomacy
Basic computer skills and comfortable working with Microsoft Office programs
Excellent customer service and communication skills
Able to diffuse stressful situations and maintain a pleasant and professional tone during these circumstances
Able to work effectively with all levels of staff, management and physicians
Preferred
Some post-secondary education is preferred
Company
Orthopedic ONE
Orthopedic One is a health care firm that provides therapy, orthopedic surgery, musculoskeletal, imaging and sports medicines services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Mark D'Aloisio
Chief Executive Officer
Recent News
2025-09-15
Business Journals
2023-05-09
Business Journals
2022-12-16
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