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Patient Financial Counselor

Southwest Health

1 Positions

ID: 65271

Posted On 04/09/2025

Refreshed On 05/10/2025

Job Overview

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.

​

Primary Contact

13894

Miranda Koch

HR Generalist, Human Resources

608-342-4796

Phone

Phone

Phone

Fax

[email protected]

Email

True

False

True

Job Details

Categories

Health Care

Location

Platteville, WI

Shift

First Shift

Job Type

Employee

Full/Part

Full Time

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Retirement Plan

PTO (Paid Time Off)

Tuition Reimbursement

Qualifications

Education

High School/GED

Company ID

1250

Job REQ #

\# Positions

1

Start Date

20250409

End Date

20251229

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Southwest Health

About the Company

**Southwest Health** is a non-profit healthcare system offering southwest Wisconsin a range of services within our various facilities. Our locations include a hospital and clinic in Platteville, Southwest Health Behavioral Services, a clinic, Eye Center, and rehab services facility in Cuba City, Darlington, and Kieler Wisconsin.

We are a model healthcare organization that provides the highest quality at the lowest possible cost to create healthier communities. The Joint Commission has awarded Southwest Health a full accreditation as a Health Care Organization because we strive to provide the best care possible and prove it by meeting the Joint Commissions' standards for high-quality care. Southwest Health has been named a Human Experience (HX) Guardian of Excellence Award® winner by Press Ganey, the global leader in healthcare experience solutions and services. These awards and the awards won in the past, speak to the commitment Southwest Health has for safety, patient experience, and creating a healthier southwest Wisconsin. This accreditation marks Southwest Health’s fourth consecutive year of receiving the Guardian Excellence award for inpatient Patient Experience.

Southwest Health features four family medicine clinics, four Eye Center locations, Birth Center, a specialty services with cardiology, ENT, and Interventional Pain, a state-of-the-art Orthopedic Institute housing physical, occupational, and speech therapies, and 24-hour emergency services, to name just a few.