Texas Health Resources · 8 hours ago
Financial Counselor
Texas Health Resources is a leading healthcare provider in the Dallas Fort Worth area, and they are seeking a Financial Counselor to join their team at Texas Health Alliance. The role involves advocating for patients by helping them understand their insurance benefits, providing financial counseling, and ensuring a smooth patient experience through effective communication and support.
Health CareMedical
Responsibilities
Patient Financial Advocacy & Counseling
Helps patients understand their insurance benefits, financial responsibilities, and available assistance programs in a compassionate and clear way
Provide accurate cost estimates, set up payment plans, and assist with financial assistance applications
Advocates for patients by explaining coverage options and working with external agencies to secure funding when needed
Identifies potential coverage gaps and educate patients about their financial options before services are rendered
Insurance Verification & Pre-Authorization
Verifies insurance benefits and ensure pre-authorization requirements are met before scheduled services
Works closely with physician offices, case managers, and patients to prevent unexpected financial burdens
Assists in resolving claim denials and explain Explanation of Benefits (EOBs) in easy-to-understand terms
Utilizes online tools, databases, and insurance portals to ensure accurate eligibility verification
Financial Clearance & Revenue Cycle Support
Ensures a smooth patient experience by managing Financial Clearance Work queues and providing Good Faith Estimates (GFE)
Records and maintain accurate patient demographic and financial data in our electronic health records (EHR) system
Assist patients with Medicaid applications, financial assistance forms, and public assistance programs
Works alongside facility leadership and revenue cycle teams to maximize reimbursement and minimize financial barriers
Customer Service & Patient Experience
Applies superior customer service skills to set expectations about the patient experience and use THR First Impression principles to deliver top-tier customer service
Maintains a friendly, professional, and empathetic approach when discussing financial matters with patients and families
Collaborates with clinical teams and patient navigators to ensure financial processes do not delay care
Serves as a mentor to new team members, sharing knowledge and best practices
Administrative & Compliance Responsibilities
Stays up to date on federal, state, and hospital financial policies to ensure compliance with regulations
Participate in staff meetings, training sessions, and process improvement initiatives
Keeps detailed records of financial discussions and transactions in patient accounts
Identifies ways to improve financial counseling processes to create a better experience for both patients and the organization
Qualification
Required
High School Diploma or Equivalent is required
CPI - Crisis Prevention Intervention Training 90 Days Req
Strong communication and interpersonal skills with a focus on customer service and patient advocacy
Ability to analyze insurance coverage, explain benefits, and solve billing issues with confidence
Tech-savvy and proficient in Epic, Meditech, Microsoft Office Suite, and financial/registration software
Strong problem-solving and critical-thinking abilities, especially in high-pressure situations
Comfortable multi-tasking in a fast-paced environment while maintaining attention to detail
Ability to work with diverse patient populations and show empathy in sensitive financial discussions
Preferred
1 Year Collections experience Preferred
2 Years Hospital admissions experience Preferred
CHAA - Certified Healthcare Access Associate Upon Hire Pref
Bilingual (Spanish) preferred but not required
Benefits
401(k) with match
Paid time off
Competitive health insurance choices
Healthcare and dependent care spending account options
Wellness programs to keep you and your family healthy
Tuition reimbursement
A student loan repayment program
Company
Texas Health Resources
Texas Health Resources is a provider of health and wellness resources.
Funding
Current Stage
Late StageTotal Funding
$0.26MKey Investors
Texas Women’s FoundationUnitedHealthcare
2024-10-21Grant
2022-08-10Grant· $0.26M
Leadership Team
Recent News
2025-10-31
Business Wire
2025-10-23
Company data provided by crunchbase