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Patient Finance Counselor
Banyan Treatment Centers. Collect patient responsibility payments, including deductibles, copays, and coinsurance .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in patient account resolution, including managing accounts receivable, verifying patient demographics, and ensuring compliance with financial regulations. Proficient in utilizing EHR systems and Microsoft Office to enhance operational efficiency and deliver exceptional customer service.
Highest-signal resume keywords
Patient Account Resolution ExperienceKnowledge Of Revenue Cycle ProcessesProficiency In Microsoft OfficeStrong Understanding Of Insurance Benefit TermsBehavioral Healthcare Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Accounts Receivable ManagementPayment Plan SetupBilling Inquiry ResolutionFinancial Documentation CoordinationPatient Financial Responsibility Explanation
Soft Skills
Excellent Organizational SkillsAttention To DetailTime ManagementStrong Written Communication SkillsStrong Verbal Communication Skills
Tools & Technologies
EHR SystemsCollaborateMDSalesforceKipu
Certifications & Qualifications
Associate DegreeBachelor’s Degree Preferred
Industry Keywords
Patient Privacy LawsFederal RegulationsBehavioral Health
About the role
Key responsibilities & impact- Collect patient responsibility payments, including deductibles, copays, and coinsurance
- Contact patients and authorized family members to resolve outstanding balances
- Explain financial responsibility, private-pay pricing, and financial terms
- Set up reasonable payment plans when appropriate
- Review and manage accounts receivable to verify accuracy and work balances
- Research and resolve billing inquiries and account questions
- Document actions taken to reconcile balances and support payment resolution
- Identify account discrepancies, including adjustments, write-offs, overpayments, and refunds
- Coordinate with Intake to obtain signed financial documentation
- Verify and update patient demographics and registration information
- Provide professional customer service to patients and insurance representatives
- Maintain confidentiality and comply with federal and state regulations, patient privacy laws, and Banyan policies
- Report to the Patient Relations Manager and collaborate with Intake and Finance teams
Requirements
What you’ll need- Associate degree required; Bachelor’s preferred, or equivalent relevant experience
- Minimum of 2 years of patient account resolution experience; behavioral healthcare strongly preferred
- Strong understanding of insurance benefit terms and patient financial responsibility
- Excellent organizational skills, attention to detail, and time management
- Ability to work independently and meet deadlines in a fast-paced environment
- Strong written and verbal communication skills with a patient-centered approach
- Proficiency in Microsoft Office (Outlook, Word, Excel)
- Familiarity with EHR systems; CollaborateMD, Salesforce, and Kipu preferred
- Knowledge of revenue cycle processes; behavioral health preferred
- Must be able to work EST hours
Benefits
Comp & perks- Medical, vision, and dental insurance
- Life and disability coverage
- 401(k) with employer match
- Paid time off and holidays
- Wellness incentives
- Employee assistance programs
- Collaborative Revenue Cycle and Intake team
- Professional growth in patient accounts, billing support, and revenue cycle operations