Houston Methodist · 22 hours ago
Financial Counselor - Full Time - Days
The Woodlands, TX
Full-time
Onsite
Mid Level
3+ years expHouston Methodist is a healthcare organization seeking a Financial Counselor to lead financial support for patients. The role involves screening patients for financial assistance programs, educating them about payment options, and collecting payments to enhance revenue cycle processes.
Health CareMedical
Responsibilities
Screen patients for financial assistance programs to reduce bad debt and improve payment likelihood
Notify patients of their financial responsibility and help them understand their payment options
Collect payments from patients
Perform complex financial counseling functions (e.g., extended payment arrangements, discounts, single case agreements, case rates, etc.)
Promote a positive work environment and contribute to a dynamic team focused work unit
Support team members with questions regarding eligibility/benefit information for patients receiving services
Demonstrate a high degree of professionalism and engage with a diverse customer base, including patients/visitors, physician office staff, and representatives from internal departments and external organizations
Contact and educate patients on matters related to insurance benefits and payment options or collect past balances including bad debt
Counsel patients regarding potential financial assistance eligibility and the application process
Contribute to patient, employee, and physician satisfaction as well as effective revenue cycle process
Review completed applications for accuracy, making initial determinations for approval and alerting the department manager of potential concerns
Enter and update patient data into the electronic medical record with thoroughness, accuracy, and timeliness
Review in-house self-pay patients and assure they receive financial counseling, as applicable
Collaborate with applicable vendor to identify all sources of potential payment to secure funds for the hospital
Provide financial updates regularly, which can include updating reporting and/or participating in regular meetings with case management and finance for in-house patients
Complete financial assistance calculation worksheets and submit for appropriate level of approval
Collect patient payments and perform other complex financial counseling functions by following department procedures
Fulfill monthly goals for cash collection
Organize time effectively, minimizing incidental overtime, and set priorities
Seek opportunities to expand learning beyond baseline competencies with a focus on continual development
Generate and communicate new ideas and suggestions that will improve finance, quality, or service
Qualification
Required
High School diploma or equivalent education (examples include: GED, verification of homeschool equivalency, partial or full completion of post-secondary education, etc.)
Three years of experience in financial counseling, patient accounting, or patient access in a healthcare setting, preferably in a hospital
Demonstrates the skills and competencies necessary to safely perform the assigned job, determined through on-going skills, competency assessments, and performance evaluations
Sufficient proficiency in speaking, reading, and writing the English language necessary to perform the essential functions of this job, especially with regard to activities impacting patient or employee safety or security
Ability to effectively communicate with patients, physicians, family members and co-workers in a manner consistent with a customer service focus and application of positive language principles
Demonstrates sound judgment and executes above average patient access functional skills
Exhibits strong interpersonal, teamwork, and leadership skills with all levels of the healthcare team and assures delivery of excellent customer service to all patients, visitors, physicians, and co-workers
Ability to analyze and solve problems
Well-developed organizational skills with ability to multi-task and utilize time efficiently
Ability to adapt to changes in the work environment and modify approaches or methods to best fit the patient's situation
Knowledge of payer requirements, authorizations, and insurance terminology
Proficient understanding of medical terminology and diagnosis/procedural codes
Ability to remain calm in stressful situations with patience and understanding
Excellent customer service and professional communication skills
Proficient computer skills and ability to learn and navigate multiple software programs and payer websites
Ability to handle detail work accurately and rapidly
Preferred
Experience mentoring or leading team members
Working knowledge of CPT, ICD-9 and/or ICD-10
Company
Houston Methodist
Houston Methodist is one of the nation’s leading health systems and academic medical centers.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Brooke Graham
CEO Project Director
David P. Bernard
Chief Executive Officer & Senior Vice President
Recent News
2025-12-07
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