Beth Israel Lahey Health · 1 day ago
Patient Financial Counselor
Beth Israel Lahey Health is a growing healthcare organization making a difference in people’s lives. The Patient Financial Counselor acts as a liaison for patients, providing guidance and support for all financial components of healthcare, focusing on billing concerns and insurance options.
Elder CareHealth CareHospitalPrimary and Urgent CareProfessional ServicesTraining
Responsibilities
Maintains annual Certified Application Counselor certification for the state of Massachusetts
Assists over the phone or in person to address financial matters or concerns; discusses and documents any issues resulting from collection notices, statements, and/or other billing and insurance issues
Responsible for helping patients understand their Explanation of Benefits (EOB) including insurance policies and covered services
Works with departments and providers throughout the organization to ensure resolution of patient financial concerns; this includes elective, plastic, and/or low coverage or non-covered medically urgent procedure
Helps coordinate services with outside stakeholders to provide necessary coverage for patients that require an enhanced coordination of benefits due to disabilities
Follows established protocols ensuring appropriate financial counseling actions have been taken and communicates back to the department prior to scheduling procedures that will not be covered by insurance. This includes elective, plastic, and/or low coverage or non-covered medically urgent procedures
Assists with providing timely estimates for services to patients (either orally or in writing) in compliance with CMS price transparency regulations
Collects payments for self-pay patients: pre-payments and outstanding balances including copayment and deductibles, and out of pocket expenses in accordance with PFS policy and procedures
Follows guidelines set forth by leadership to educate and enroll qualified patients in payment plans for outstanding or anticipated balances
Screens and approves patients for Financial Assistance (Charity) by following Financial Assistance Policy guidelines
Visits patients who are inpatient or in the outpatient clinics, when appropriate, to discuss coverage applications and payment options
Supports patients with Masshealth/Medicaid Open Enrollment; providing education and processing necessary applications
Addresses Managed Care concerns with patients who require assistance
Works directly with Customer Service for resolution of financial issues including account adjustments, statement generation, or billing errors
Works on projects as assigned
Adheres to all corporate and governmental compliance issues as directed
Complies with all Cash and Collection Policies and Procedures
Adheres to our Customer Service standards to provide exceptional patient service
Qualification
Required
High School Diploma or equivalent required
Excellent customer service skills
Excellent written and oral communication and interpersonal skills required
Must exhibit tact, diplomacy and discretion at all times
Must be able to multi-task and work in a fast-paced, detail-oriented environment
Working knowledge of MS office suite and database systems with the ability to learn new systems as they become available
Maintains annual Certified Application Counselor certification for the state of Massachusetts
Assists over the phone or in person to address financial matters or concerns; discusses and documents any issues resulting from collection notices, statements, and/or other billing and insurance issues
Responsible for helping patients understand their Explanation of Benefits (EOB) including insurance policies and covered services
Works with departments and providers throughout the organization to ensure resolution of patient financial concerns; this includes elective, plastic, and/or low coverage or non-covered medically urgent procedure
Helps coordinate services with outside stakeholders to provide necessary coverage for patients that require an enhanced coordination of benefits due to disabilities
Follows established protocols ensuring appropriate financial counseling actions have been taken and communicates back to the department prior to scheduling procedures that will not be covered by insurance
Assists with providing timely estimates for services to patients (either orally or in writing) in compliance with CMS price transparency regulations
Collects payments for self-pay patients: pre-payments and outstanding balances including copayment and deductibles, and out of pocket expenses in accordance with PFS policy and procedures
Follows guidelines set forth by leadership to educate and enroll qualified patients in payment plans for outstanding or anticipated balances
Screens and approves patients for Financial Assistance (Charity) by following Financial Assistance Policy guidelines
Visits patients who are inpatient or in the outpatient clinics, when appropriate, to discuss coverage applications and payment options
Supports patients with Masshealth/Medicaid Open Enrollment; providing education and processing necessary applications
Addresses Managed Care concerns with patients who require assistance
Works directly with Customer Service for resolution of financial issues including account adjustments, statement generation, or billing errors
Works on projects as assigned
Adheres to all corporate and governmental compliance issues as directed
Complies with all Cash and Collection Policies and Procedures
Adheres to our Customer Service standards to provide exceptional patient service
Preferred
2-3 years' experience in a Financial Counseling, Social Work, Case Work, Patient Access or Billing field preferred and a general understanding of hospital and professional billing procedures
EPIC system experience preferred
Certified Application Counselor (CAC) certification for the state of Massachusetts preferred
Certified Professional Coder (CPC) Certification a plus
Company
Beth Israel Lahey Health
Beth Israel Lahey Health Center offers patient care, urgent care, assisted living, and research and education services.
Funding
Current Stage
Late StageRecent News
Boston Globe
2025-11-24
Morningstar.com
2025-11-07
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