Counselor

• Provide coverage in short-term, surge, and on-demand situations
• Offer personal financial counseling services to military service members and their families
• Develop and make available informational financial materials
• Conduct briefings, presentations, and coordinate workshops
• Utilize virtual counseling and other communication modes

Personal Financial Counselor

• Answers billing questions.
• Reviews patient's insurance coverage and Explanation of Benefits (EOBs).
• Provides clarification regarding what charges were incurred and why they were incurred.
• Reviews insurance denials and provides an explanation for the denial to the patient.
• Reviews payment plan guidelines and assists in setting up payment arrangements.
• Determines if patient is eligible for payment assistance programs and assists in the application process, if applicable.
• Educates patients regarding insurance concepts, such as what copayments are, what services are covered, effective dates of coverage, when a referral is needed and the effect on insurance, how to obtain a valid referral and resubmit the claim, and how effective dates of coverage influence insurance payments.
• May assist patient in filling out medical assistance program paperwork, as well as referrals to Medicaid or other insurance aid or disability programs.
• Frequently advises uninsured patients on outstanding medical costs associated with procedures performed in a clinic setting and establishes a payment plan.
• Interacts with patients in-person and must be able to empathize with them while also diffusing strong emotions.
• Calculates and provides cost estimates for medical procedures, including the patient's anticipated share.
• Advises on and collects prepayments for services not covered by insurance. May perform guest service duties, as needed. Other duties as assigned.

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Personal Financial Counselor

Financial Counseling Representative