Job Title: Financial Counselor
Department: PRH BH Clinic Administration

Location: Outpatient Mental Health - Evelyn Brandon Health Center ,81 Lake Avenue, Rochester, NY 14608
Hours Per Week: 40
Schedule: Full-Time, Day Shift , Monday to Friday, 8.30 am - 5:00 pm)

Position Summary:
Works with patients to assure that they meet their financial obligations to Unity Health System. Provides accurate and complete registrations and other clerical duties to support to the Patient Access Department

Key Responsibilities:

• Develop and maintain the co-pay collection process in Patient Access Department.

• Continuously meet with patients to discuss their financial obligations and make sure that they have an understanding of options available to them to be able to secure payment.

• Complete Financial Assistance applications as needed and collect all necessary documentation.

• Act as a liaison between staff members, patients, and Patient Financial Services for any co payment issues.

• Update billing accounts as needed with new insurance/demographic information.

• Nursing Patient Care Only: Send out statements to patients that are unable to may payments at time of service and also for pre-registered Labor and Delivery patients to secure payment of co payment.

• Nursing Patient Care Only: Check Financial system for payments received. Responsible for compiling data for co-pay reporting monthly to Patient Financial Services.

• Nursing Patient Care Only: Serve as a resource for the Registration Specialists and assist with problems and education with POSC. Identify additional areas of opportunity to increase POS collections.

• Nursing Patient Care Only: Conducts accurate patient registration interviews. Verifies current demographic, insurance, physician information and enters required data in to computer system in accordance with financial and departmental guidelines. Obtains all medical/legal signatures.

• Nursing Patient Care Only:Verifies insurances using EasyLink, Excellus BC/BS, EEM. Etc. Documents appropriate eligibility and co-payment information in ERM Registration.

• Behavioral Health Only: Monitor patient billing accounts regularly to assess payment compliance. Reduce bad debts within assigned areas by goal and objective amounts.

• Behavioral Health Only: Assesses patient financial information to identify patients that may qualify for Financial Assistance or FHP. Initiate contact with Patients/Family members at the time of service when self pay balances are not made. Secure payment/payment arrangements. Interacts regularly with clinical staff regarding patients failing to meet financial obligations.

• Behavioral Health Only: Work monthly medicaid report and follow up on identified insurance changes. Must work with Medicaid Liaison team to monitor status of medicaid pending applicants.

• Behavioral Health Only: Responsible for compiling data for co-pay reporting monthly. Researches issues/problems related to cash flow/hospital receivable, developing and implementing plans as needed.

Desired Attributes:
Continued Education in related field.

Minimum Qualifications:

PHYSICAL REQUIREMENTS: Sedentary - Sedentary roles are primarily office-based and require prolonged sitting (67–100% of the workday) with minimal physical effort and lifting limited to under 10 lbs. Fine motor skills are necessary for computer work, writing, and telephone use, supported by clear visual and auditory ability. Cognitive and emotional demands are high due to extended concentration, frequent interruptions, independent decision-making, and information processing. Although physical exposure is low, administrative areas within healthcare environments may occasionally involve contact with infectious agents. Some roles may require flexible hours, TB screening, or a valid driver’s license.

PAY RANGE: $18.00 - $23.00

The listed base pay range is a good faith representation of current potential base pay for successful applicants. It may be modified in the future. Pay is determined by factors including experience, clinical licensure date, relevant qualifications, specialty, internal equity, location, and contracts.