Financial Advisor
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Job Description
Manage client business accounts and serve as a resource for treatment funding options at Rosecrance. Handle insurance processing and coordinate client payment activities in behavioral health services.
Responsibilities:
- Manage and maintain the client business accounts and serve as a resource to clients and their families regarding treatment funding options.
- Handle all third party insurance processing for patients, including determination and verification of benefits, financial interview with clients or guardians, and follow-up of financial commitments, while checking for consistency of commitments.
- Conduct individual case benefit negotiations with the guidance of the supervisor.
- Provide information for staff relating to client financial information. Notify staff as to proper funding classification per current procedures.
- Conduct registration with all new/returning clients, including, but not limited to, concurrent documentation in EHR of demographic information, reviewing and ensuring completion of opening paperwork, and effective communication to clients and staff regarding admission- site specific.
- Conduct Medicaid/Medicare or other insurance coverage verification and confirm/update Financial Eligibility and Authorizations (as applicable) on all new clients and at least once/month on all open clients.
- Assist clients with the Medicaid Application process as needed and applicable.
- Coordinate payment activities consistent with patient/agency agreement. Receive client payments and maintain accurate payment handling and documentation according to current SOP.
- Maintain accurate funding documentation as related to daily census activity as applicable.
- Assist clients with the Patient Assistance application process and track the granting and application of Patient Assistance funds.
- Complete Medicaid/Managed Medicaid/Commercial Insurance authorization requests timely per SOP.
- Enter into EHR authorizations for all guarantors as applicable.
- Provide appropriate documentation and reports designed to assist in fiscal management of the agency.
- Understand and comply with all of the principles established by the Rosecrance Corporate Compliance Program and Code of Conduct.
- Perform all responsibilities in compliance with the mission, vision, values and expectations of Rosecrance.
- Deliver exceptional customer service consistently to every customer.
- Serve as a role model for other staff, clients and customers and demonstrate positive guest relations in representing Rosecrance.
- Assume other related responsibilities as assigned by management.
Requirements:
- High School diploma or GED
- Minimum of two years experience in handling third party insurance claims
- Computer data entry ability
- Excellent verbal communication skills
- Must be emotionally and medically able to perform essential job responsibilities
- Must be free from active or infectious diseases
Benefits:
- Medical, dental, and vision insurance (multiple plan options to meet your needs)
- 401(k) with employer match & discretionary contribution
- Group Life Insurance, LTD and AD&D
- Tuition assistance & licensure/certification reimbursement
- Paid Time Off, sick time, bereavement leave
- Referral program earning up to $1,000 per hire!
- Wellness program, including an on-site gym at select facilities
- Discounts at participating retailers
- Daily pay available through UKG Wallet for financial flexibility
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