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Baylor Scott & White Health
Financial Counselor
Baylor Scott & White Health
About UsHere at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in Texas tha...
May 11, 2025
Plano, TX
Kaiser Permanente
Financial Counselor
Kaiser Permanente
Job Summary: This job exists to ensure that all patients membership status/alternative payor information is accurately identified & documented. Under indirect supervision, provides financial counsel...
Jun 21, 2025
Riverside, CA
Kaiser Permanente
Financial Counselor
Kaiser Permanente
Job Summary: Under indirect supervision, at the point of service provides financial counseling to patients in a personal interview to create a payer source for Inpatient and Outpatient self-pay accou...
Apr 27, 2025
Los Angeles, CA
Baylor Scott & White Health
Financial Counselor
Baylor Scott & White Health
About UsHere at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in Texas tha...
Jun 27, 2025
Frisco, TX
Financial Counselor
Fisher Investments
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our priv...
Jun 24, 2025
CAMAS, WA
Financial Counselor
Plano, TX
May 11, 2025

About Us

Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in Texas that empowers you to live well.

Our Core Values are:

  • We serve faithfully by doing what's right with a joyful heart.
  • We never settle by constantly striving for better.
  • We are in it together by supporting one another and those we serve.
  • We make an impact by taking initiative and delivering exceptional experience.

Benefits

Our benefits are designed to help you live well no matter where you are on your journey. For full details on coverage and eligibility, visit the Baylor Scott & White Benefits Hub to explore our offerings, which may include:

  • Eligibility on day 1 for all benefits
  • Dollar-for-dollar 401(k) match, up to 5%
  • Debt-free tuition assistance, offering access to many no-cost and low-cost degrees, certificates and more
  • Immediate access to time off benefits

At Baylor Scott & White Health, your well-being is our top priority.

Note: Benefits may vary based on position type and/or level

Job Summary

The Financial Counselor performs financial clearance tasks like verifying insurance and providing price estimates. This role resolves disputed billing issues through patient interaction. It also serves as an expert in financial assistance policies and facility collections, and supports special projects.

Essential Functions of the Role

  • Works closely with facility leadership to ensure all patients are financially cleared and screened.
  • Conducts patient interviews to obtain demographic and financial data for registration, insurance verification, pre-certification and billing.
  • Records accurate patient demographic information when reviewing previous accounts and accounts with future dates of service.
  • Follows and acts on several complex system policies (financial assistance, limited plan, point of service, out of network, etc.)
  • Obtains and screens guarantor financial information for financial assistance and or refers patient to appropriate resource for public assistance programs.
  • Provides estimates of procedures and services, calculates payment requirements, and negotiates pre-service payments according to financial clearance requirements.
  • Establishes payment arrangements for future and previous services.
  • Reviews future schedule to ensure pre-authorization and pre-payments have been collected.
  • Assists with contacting the physician's office and patient to ensure pre-authorization and referral requirements are met before the service date.
  • Reviews and interprets explanation of benefits from payers. This helps patients and guarantors understand claims processing or denial of services.

Key Success Factors

  • 3 years of healthcare experience or education equivalency required. Proven ability to problem-solve, perform critical thinking.
  • Requires good listening, interpersonal and communication skills, and professional, pleasant and respectful telephone etiquette.
  • Maintain a professional demeanor in a stressful and emotional environment. This includes crime, behavioral health, suffering patients, and life or death situations.
  • Must exhibit high empathy and communicate well with patients and families during trauma. Demonstrate exceptional customer service skills.
  • Demonstrates ability to manage multiple, changing priorities in an effective and organized manner.
  • Excellent data entry, numeric, typing and computer navigational skills. Basic computer skills and Microsoft Office and Excel.

Belonging Statement

We believe that all people should feel welcomed, valued and supported, and that our workforce should be reflective of the communities we serve.

QUALIFICATIONS

  • EDUCATION - H.S. Diploma/GED Equivalent
  • EXPERIENCE - 3 Years of Experience
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Financial Counselor
Baylor Scott & White Health
Plano, TX
May 11, 2025
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