A Financial Case Manager is responsible for providing various levels of support which includes assisting individuals and families with determining insurance eligibility and assisting with insurance claims. The job description and duties are included on the Financial Case Manager Resume as – understanding, establishing, and managing credit; creating and maintaining a personal budget; helping sick or disabled individuals and families, providing various levels of support, assisting and determining insurance eligibility, assisting with insurance claims, maintaining a personal budget, offering to patients in a hospital, hospice, and other institutionalized settings, and providing financial case management assistance.
Those seeking this job role must mention on the resume the following skills and abilities – knowledge of case management principles, healthcare management, and reimbursement; effective communication skills, time management skills, familiarity with professional and technical emerging knowledge, the ability to multitask, compassionate with teamwork skills. A degree in a related healthcare field is commonplace among job applicants.
Objective : Dynamic Financial Case Manager with 2 years of experience in managing patient financial information and ensuring compliance with insurance policies. Skilled in optimizing reimbursement processes and enhancing patient access to financial resources. Eager to contribute to team success through effective communication and problem-solving strategies.
Utilized Tenet Healthcare Disputed Claims Management Program to analyze and trend healthcare reimbursement reductions.
Monitored interactions across departments, including Admitting and Case Management, to ensure compliance and efficiency.
Formulated strategies for timely follow-up on claims denials, enhancing revenue cycle management.
Reviewed denial data for accurate statistics compilation, leading to improved departmental procedures.
Ensured pre-certification and concurrent review processes were completed accurately and on time.
Implemented communication protocols to enhance reimbursement accuracy and timeliness.
Collaborated with collections teams to address denial and appeal activities efficiently.
Experience
0-2 Years
Level
Entry Level
Education
B.S. Health Admin
Senior Financial Case Manager Resume
Summary : Accomplished Senior Financial Case Manager with over a decade of experience in optimizing financial processes and ensuring regulatory compliance. Proven ability to enhance patient access to financial resources while effectively managing complex case loads. Committed to driving team success through strategic communication and innovative problem-solving.
Reviewed and analyzed patient financial documentation to identify support needs and compliance with insurance policies.
Coordinated with legal teams to prepare necessary documentation for financial support orders.
Conducted thorough evaluations of financial records to determine eligibility for assistance programs.
Utilized financial guidelines to establish accurate support obligations for clients.
Implemented effective collection strategies based on financial analysis of client accounts.
Monitored and enforced established financial orders to ensure compliance and timely collection.
Developed reports on financial performance metrics to inform management and improve operational efficiency.
Experience
7-10 Years
Level
Senior
Education
MBA
Financial Case Manager Resume
Headline : Accomplished Financial Case Manager with 7 years of experience in facilitating financial assessments and managing patient accounts. Expert in navigating insurance policies and maximizing reimbursement opportunities. Dedicated to enhancing patient financial literacy and providing effective solutions to complex financial challenges.
Tracked and reported financial data for services rendered, ensuring accurate billing and compliance.
Generated monthly, quarterly, and annual financial reports for county and state agencies.
Organized departmental meetings to enhance communication across management teams.
Managed inventory and procurement of office supplies to support operational efficiency.
Delivered comprehensive interstate support services to patients and healthcare providers.
Advised clinical and administrative staff on denial management and appeals processes to minimize revenue loss.
Explained financial requirements to patients, collecting necessary deposits and deductibles.
Experience
5-7 Years
Level
Senior
Education
B.S. Finance
Junior Financial Case Manager Resume
Objective : Motivated Junior Financial Case Manager with 5 years of experience in managing patient financial accounts and ensuring insurance compliance. Proven skills in optimizing billing processes and enhancing patient understanding of financial responsibilities. Committed to delivering exceptional service and contributing to financial efficiency in healthcare settings.
Managed financial responsibilities for all patients in the outpatient setting, ensuring compliance with billing protocols.
Processed insurance referrals and ensured timely authorizations to facilitate patient access to services.
Executed point-of-service collections, contributing to revenue goals.
Acted as a financial resource for front-end staff, enhancing overall operational efficiency.
Conducted patient education sessions on financial responsibilities and insurance processes.
Verified insurance coverage for services, ensuring accurate billing and compliance.
Developed recommendations for improving revenue collection at the point of service, enhancing financial performance.
Experience
2-5 Years
Level
Junior
Education
BS Finance
Financial Case Manager Resume
Summary : Experienced Financial Case Manager with 10 years of expertise in managing patient financial data and ensuring compliance with insurance protocols. Adept at streamlining reimbursement processes and fostering patient access to essential financial resources. Passionate about enhancing team performance through effective communication and strategic problem-solving.
Designed and implemented an efficient model for managing patient financial interactions with third-party payers.
Managed patient authorizations for home health services, ensuring compliance with payer requirements.
Created and maintained comprehensive patient financial records.
Facilitated effective communication between clinical staff and financial teams regarding patient status.
Built strong collaborative relationships with clinicians to improve information flow to insurance case managers.
Authored a clinician training manual for funding plan submissions, enhancing submission accuracy.
Developed a statistical reporting system for tracking insurance cases and patient census effectively.
Experience
10+ Years
Level
Management
Education
B.S. Finance
Assistant Financial Case Manager Resume
Headline : Results-oriented Assistant Financial Case Manager with 7 years of experience in managing patient financial assessments and ensuring adherence to insurance regulations. Proficient in developing funding strategies that improve patient access to necessary resources while maximizing reimbursement potential. Committed to enhancing financial literacy and delivering exceptional support to clients.
Developed comprehensive funding plans that significantly reduced barriers for client admissions.
Analyzed insurance policies to assess client funding obligations and opportunities.
Guided clients in identifying potential patient aid programs to alleviate financial stress.
Monitored ongoing patient funding throughout treatment, ensuring adequate financial support.
Utilized financial management tools to uphold the organization's asset stewardship.
Provided exceptional customer service, addressing client inquiries and concerns effectively.
Generated quarterly statistical reports on referral sources and agency-wide referral volumes.
Experience
5-7 Years
Level
Executive
Education
B.S. Finance
Financial Case Manager Resume
Objective : Results-oriented Financial Case Manager with 2 years of experience in managing patient financial accounts and ensuring compliance with insurance regulations. Proficient in enhancing reimbursement processes and facilitating access to financial resources for clients. Committed to leveraging strong analytical and communication skills to support patient financial health and drive organizational success.
Managed patient co-payments and outstanding balances, ensuring timely collection and eligibility verification.
Utilized Microsoft Excel for billing processes, merging spreadsheets for accurate service tracking.
Scheduled and rescheduled patient appointments efficiently to optimize clinic workflow.
Handled multi-line phone systems, directing calls to appropriate departments.
Checked in patients and ensured all required documentation was up-to-date in client charts.
Prepared daily appointment sheets and schedules for counselors and medical staff.
Tracked daily cash deposits, ensuring accurate financial reporting.
Experience
0-2 Years
Level
Fresher
Education
B.S. Finance
Associate Financial Case Manager Resume
Objective : Dedicated Associate Financial Case Manager with 5 years of experience in managing patient financial accounts and ensuring regulatory compliance. Proficient in streamlining reimbursement processes and enhancing access to financial resources. Committed to improving patient financial literacy and delivering exceptional support to clients for optimal outcomes.
Managed and maintained 125 family budgets in compliance with state grant guidelines.
Tracked and processed all accounts payable for family budgets after thorough verification.
Set up payroll for employees working with families and ensured timely processing.
Created and maintained comprehensive budget reports in Excel and databases for monthly submission.
Oversaw accounts receivable for each budget, ensuring bi-weekly invoicing to the state of MN.
Collaborated with county case workers to keep budgets updated and prevent unauthorized purchases.
Develop and implement financial plans for clients to achieve their financial goals.
Experience
2-5 Years
Level
Senior
Education
B.S. Finance
Financial Case Manager Resume
Objective : Financial Case Manager with 2 years of experience in managing patient financial data, ensuring compliance with insurance guidelines, and improving reimbursement processes. Adept at fostering communication between patients and providers to enhance financial access. Committed to leveraging analytical skills and attention to detail to optimize patient outcomes.
Skills : Data Interpretation, Financial Reporting, Case Management, Resource Allocation, Risk Assessment, Communication Skills
Description :
Served as a licensed independent insurance adjuster for a URAC accredited consulting firm.
Evaluated medical claims in accordance with national billing guidelines and standards.
Negotiated settlements with providers on behalf of insurance companies to expedite claims.
Acted as a liaison between patients, providers, and insurers to ensure prompt payments.
Managed protected health information while complying with HIPAA regulations.
Conducted follow-up calls on financial applications to facilitate timely processing.
Assessed patient eligibility based on income and followed up on any changes.
Experience
0-2 Years
Level
Junior
Education
B.S. Finance
Financial Case Manager Resume
Summary : Accomplished Financial Case Manager with a decade of expertise in overseeing patient financial accounts and ensuring adherence to insurance regulations. Proven track record in optimizing reimbursement processes and enhancing patient access to essential financial resources. Focused on fostering effective communication and collaboration to drive team success and improve patient financial outcomes.
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