Careers

Patient Financial Counselor

Posting Date
April 7, 2025

Requirements

  • Must have a high school diploma, GED, or equivalent.
  • Previous medical billing experience, including knowledge of hospital and professional claim forms preferred
  • Minimum 6 months experience in office setting with experience answering multi-line phone preferred
  • Good understanding of medical terminology preferred
  • Previous experience with health insurance, collection techniques, or patient registration preferred
  • Basic data entry skills required as well as proficiency with Microsoft Word and Microsoft Outlook
  • Basic proficiency with Microsoft Excel with ability to create daily and monthly logs, summary reports, simple formulas and design of worksheets
  • Patient advocate who is caring and pays attention to detail

Work Hours

We are seeking a full-time (40 hours/week) Patient Financial Counselor to work Monday- Friday, 7:30am- 4:00pm.

Job Summary

The Patient Financial Counselor works on communication WQ’s within Epic to answer any billing questions from patients. They assist face to face with patients whom arrive at Southwest Health with questions. They also work closely with the Insurance Billers to rectify any billing concerns that may arise from conversation from the patient. Additionally, the Patient Financial Counselor must be able to relay our payment options along with financial assistance to the patients when needed. They must have the ability to set up patients under the Marketplace Insurance or Medicaid Insurance.

Essential Job Functions and Responsibilities

This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities as management may deem necessary from time to time.

  1. Help patients get the proper information to apply for financial assistance.
  2. Be able to set up patients on payment plans, if needed.
  3. Meet with patients face to face to discuss concerns or questions.
  4. Answers incoming work que questions and resolve patient concerns within 24 hours of the message. 
  5. Call patients on past due help account balances in an effort to close out those accounts timely.
  6. Reconcile payment plans and work accounts to get them current also communicate non payments to manager.
  7. Reconcile Americollect monthly reports and correct accounts accordingly.
  8. Process outgoing and incoming mail daily.
  9. Attends staff meetings and in-service training sessions.
  10. Adheres to Southwest Health’s value-based behavior standards.
  11. Understands and adheres to Southwest Health compliance and HIPAA standards as they appear in the Corporate Compliance Policy, Code of Conduct and Conflict of Interest Policy.

Contact Information

Southwest Health
Attn: Human Resources
1400 Eastside Rd
Platteville, WI 53818
Phone: (608) 342-0998
Email: hr@southwesthealth.org
Fax: (608) 342-5015

We believe that together we can change lives, and we anticipate your life will change in the process. If you aspire to help others find hope and live better, we invite you to submit your application below.

Benefits

Southwest Health is truly an outstanding place to work. A full benefit package is available for employees working 20 hours/week or greater which includes: Health, Dental, Vision and Life insurance. Also available are long and short term disability, cell phone discount, flexible spending plan, paid time off, retirement plan with an employer contribution, fitness membership discount as well as use of exercise equipment at the facility.

Non-Discrimination Policy

Southwest Health prohibits discrimination against its customers, employees, and applicants for employment on the bases of race, color, national origin, age, disability, sex, gender identity, religion, reprisal, and where applicable, political beliefs, marital status, familial or parental status, sexual orientation, or all or part of an individual’s income is derived from any public assistance program, or protected genetic information in employment or in any program or activity conducted or funded by Southwest Health.