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Financial Counselor

Financial Counseling


Address   Franciscan Alliance
    8111 South Emerson Avenue
    Indianapolis, IN 46237

Hours  Days; Monday thru Friday 8am-4:30pm

Calendar  Full-Time; 40 hrs/wk

Education High School Diploma/ GED Required


Efficient, professional pre-registration support


As part of pre-registration, someone needs to review a patient’s insurance eligibility, handle authorization, and work with patient access staff for scheduling. There’s definitely some juggling involved in this job but it all comes down to one thing: the ability to accurately assess coverage and work with a team to set up the best possible care. Successful financial counselors must be efficient professionals, strong researchers, good communicators, and persistent problem solvers.

Are you good at working with a team? Are you organized and efficient with your time? Can you handle a variety of detail accurately and with the utmost confidentiality? We’d love to talk to you about this position. 

  • Contact patients to assist with discrepancies in insurance coverage, rescheduling options and financial security of services scheduled to be rendered.
  • Responsible for self-pay, Medicare, and various other work queues created for Financial Counseling Department including Medicare days and lifetime reserve forms.
  • Contact patient for Point of Service Collection (POS) and post payment as appropriate and work with Patient Access Staff at the hospital site in POS goals.
  • Review and understand insurance eligibility.
  • Educate patients as appropriate on insurance coverage, benefits, and liability.
  • Work closely with Scheduling, Ancillary Departments, Insurance Verifier, Billing, Collections, Enterprise Management, Customer Service and third-party vendors.
  • Analyze available documentation and use software or hospital resources to calculate and explain the expected charges for the services being provided, the amount expected from the payer, and the amount owed by the patient or responsible party.
  • Document pertinent account information clearly, concisely and timely in the account record.
  • Explain payment options and financial assistance to the patient or responsible party, and determines the number of payments on payment plans for self-pay balance per policy.
  • Meet with patients to review post-service billing concerns and facilitate customer complaints and service excellence complaints.
  • Meet with patients and their family in patient rooms for specific needs with financial counseling during a patient’s stay.
  • Provide financial assistance education and facilitate the paperwork upon patient requests.
  • Review all learning material provided by the management team. 
  • Prior Revenue Cycle experience.
  • Basic math skills, such as adding, subtracting, multiplying and dividing.
  • Adapt and respond quickly to changing priorities.
  • Maintain composure, even in very difficult situations.
  • Basic knowledge of computer software, hardware, and communication devices to perform tasks.
  • Customer service skills.
  • Understanding of the role of the Healthcare provider related to insurance processes.
  • Show sincere interest in others and their concerns.
  • Knowledge of Managed Care requirements under the Medicare/Medicaid and other third party payor programs.
  • Develop effective relationships with patients, hospital departments, and other external parties.
  • Convey complex subject matter, simply.
  • Effectively communicate verbally and in writing.



1-3 Years Experience

Travel: Never or Rarely



It is the policy of Franciscan Alliance to provide equal employment to its employees and qualified applicants for employment as otherwise required by an applicable local, state or Federal law.

Franciscan Alliance reserves a Right of Conscience objection in the event local, state or Federal ordinances that violate its values and the free exercise of its religious rights.

Franciscan Alliance is committed to equal employment opportunity.


Nearest Major Market: Indianapolis