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Patient Financial Advisor Resume Samples

A Patient Financial Advisor is responsible for providing patients with a positive financial experience by helping patients navigate and understand insurance benefits and potential financial liability. A well-drafted Patient Financial Advisor Resume mentions the following core duties and responsibilities – collecting payments, setting up payment arrangements as appropriate, creating estimates, advising patients in person and over the phone on the insurance benefits and coverage, assisting patients with eligibility for government, and financial assistance programs, and managing high medical liabilities.

The nature of the job demands the following skills and abilities – the ability to anticipate and respond to the needs of the patients; strong emotional intelligence and empathy; the ability to multitask, experience in operating office machines, and familiarity with medical terminologies. A degree in finance, business, or healthcare administration is often listed on sample resumes.

Patient Financial Advisor Resume

Headline : As a Patient Financial Advisor, responsible for Performing bedside interviews with patients as applicable to assigned area(s) and per department protocol, Explaining financial responsibilities, options and documenting all patient interactions in notes, and also Reviewing and processing Financial Assistance applications and administering the program in accordance with documented policies and practices.

Skills : Computer Literate; Microsoft Word; Excel; PowerPoint; Kronos; Eagle Gold; Imagecast.

Description :

    1. Verified patient's health insurance and/or confirmed form of payment.
    2. Verified patient's demographic and previous visits.
    3. Listened to the patient's needs.
    4. Verified their insurance , even if it is not part of my duties.
    5. Used fluent in both English and Spanish.
    6. Filed medical records, laboratory, x-ray, and other reports in a timely manner.
    7. Collected statistical data as assigned.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
GED


Patient Financial Advisor Resume

Objective : Motivated, personable Patient Financial Advisor professional with multiple college degrees. Talent for quickly mastering technology. Diplomatic and tactful with professionals and non-professionals at all levels. Accustomed to handling sensitive, confidential records. Demonstrated history of producing accurate, timely reports meeting stringent HMO and insurance guidelines.

Skills : Customer Service, Patient Scheduling, Patient Registration.

Description :

    1. Received patients, collected, and entered demographic and insurance data in a computerized registration system.
    2. Initiated, reviewed, and processed visit encounter forms.
    3. Scheduled patients for clinic visits and ancillary tests.
    4. Incorporated and closed current visits in medical record.
    5. Issued receipts and refunds as appropriate; reconciles total receipts and bank deposits.
    6. Prepared forms as appropriate: clinic appointments, diagnostic testing requisitions and transportation reimbursements.
    7. Answered telephone and schedules appointments.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
MBA


Patient Financial Advisor Resume

Objective : Confident that my background and strengths fit what you are looking for in your organization. This is an exciting opportunity for me, as I know your company values fit well with my own, Enclosing is a copy of my resume along with my references.

Skills : Healthcare Business Services, Microsoft Software, Advance Healthcare Leadership, Cultural Social Studies.

Description :

    1. Evaluated Credit Reports for patients who applied for Extended Finance Loans.
    2. Provided counseling on insurance coverage, benefits, co-pays, out-of-pocket expenses, and eligibility for public programs.
    3. Assisted patients in completing required forms for billing insurance companies or other third parties.
    4. Assisted in developing a budget for patients to help them make informed decisions about their finances.
    5. Managed patient account balances on the companys website or through other software systems.
    6. Provided accurate information on medical billing procedures, as well as Medicare and Medicaid eligibility requirements.
    7. Performed reconciliations at the end of each month to ensure that all transactions have been recorded correctly.
                      Years of Experience
                      Experience
                      2-5 Years
                      Experience Level
                      Level
                      Junior
                      Education
                      Education
                      Master's

                      Patient Financial Advisor Resume

                      Headline : Detail-oriented: Known for quality work and attention to detail. Multi-tasked: Able to balance competing priorities and tight deadlines. Effective communicator: Professional etiquette; phone, interpersonal, as well as written. Bilingual fluency (Spanish): Proficient in interpretation/translation, oral and written. Customer service-oriented: Genuine care and concern for providing quality service.

                      Skills : Knowledge Of Windows XP, Microsoft Word, Excel, PowerPoint, Medical Manager, Mainframe, Accumed, Spaces, Oasis, Smart-2K, IDX Billing And Accounts Receivable, IDX Carrot Cell, IDXtend, Invasions, Eagle, Smart2K, HDX, And H.I.S Types 45 Wpm.

                      Description :

                        1. Started out in registration/admitting.
                        2. Entailed checking in patients for all types of services, both scheduled and walk-in.
                        3. Worked the PBX for incoming calls to the hospital and routed them according to protocol.
                        4. Promoted to the business office where I was the outpatient self-pay specialist.
                        5. Helped patients apply for assistance through the state or county if they qualified and would set up arrangements and do negotiated payments for self pays.
                        6. Recruited to help start the interpreter program for the hospital.
                        7. Helped create, write, implement the interpreter program for the hospital.
                      Years of Experience
                      Experience
                      5-7 Years
                      Experience Level
                      Level
                      Executive
                      Education
                      Education
                      Bachelor Of Arts

                      Patient Financial Advisor Resume

                      Objective : Patient Financial Advisor is responsible for Updating the OpEx templates with input from Strategic Sourcing leads, Validating and partnering with GPTPM resources to update Ariba driven Business Value data, and also Supporting the Financial review of Executive Summaries and serving as a liaison between Sourcing and business finance, Supporting the build-out of Business Value Achieved reporting in the Third-Party Command Center.

                      Skills : Microsoft Word, Excel, Powerpoint, Outlook, Organization, Detail-Orientation, Multi-Tasker, Accounts Payable, Accounts Receivable, Data Entry, Eagle, IDX, Customer Service.

                      Description :

                        1. Collected for an average of 2600 hospital patient accounts.
                        2. Advised and counseled patients by telephone or in-person appointments to discuss payment options.
                        3. Assisted patients with the completion of Community Care applications for financial assistance or Extended Financing Loans to consolidate patient bills.
                        4. Committed member of the Community Care Charity which decided the outcomes of the applications for the hospital's network patient financial assistance program.
                        5. Confirmed Medical Assistance coverage for patients per WebMD.
                        6. Updated insurance information and patient demographic information.
                        7. Provided support in case of any billing or insurance-related issues
                      Years of Experience
                      Experience
                      2-5 Years
                      Experience Level
                      Level
                      Junior
                      Education
                      Education
                      Associate In Applied Sciences

                      Patient Financial Advisor Resume

                      Summary : To obtain a Patient Financial Advisor position that will enable me to utilize my professional experience and skills towards achieving the goals of the firm.

                      Skills : Basic Knowledge Of Computer, MS Office, Internet.

                      Description :

                        1. Completed and reviewed all necessary paperwork, forms, and follow-up on pending issues at the close of the patient's visit.
                        2. Registered patient upon arrival.
                        3. Data entry, answered phones, patient registration, and additional front desk duties.
                        4. Communicated patient's questions, complaints, problems, and concerns to appropriate staff members.
                        5. Explained policies and procedures to patients and refer them to the proper services.
                        6. Registered patient's insurance information that is approved for; schedule patient and register treatment.
                        7. Scheduled patients for visits, tests, and admissions, screened for medical necessity, and obtain necessary pre-certifications and authorizations.
                      Years of Experience
                      Experience
                      10+ Years
                      Experience Level
                      Level
                      Senior
                      Education
                      Education
                      Master's

                      Patient Financial Advisor Resume

                      Objective : Over 3+ years of managerial responsibility. 3+ years of financial servicing in States #1 Hospital, New York-Presbyterian, and Fortune 500 Company, Primerica. 9+ years of efficient customer service and problem-solving Detail-oriented, efficient, and organized with extensive experience in various computer programs.

                      Skills : Office Management, Management Skills.

                      Description :

                        1. Responsible for verification of patient demographic and insurance information.
                        2. Verified charges and diagnosis codes (ICD 9 & CPT Codes).
                        3. Scheduled Patient's for Various Treatments using Sorian.
                        4. Obtained pre-certification authorization from health insurance companies for outpatient Chemotherapy.
                        5. Assisted patients with billing inquiries.
                        6. Posted copayment to patient's accounts.
                        7. Assisted management on reports (WIP REPORTS, AEOS).
                      Years of Experience
                      Experience
                      2-5 Years
                      Experience Level
                      Level
                      Executive
                      Education
                      Education
                      Bachelor Of Arts In Economics

                      Patient Financial Advisor Resume

                      Headline : Highly resourceful professional who provides exceptional support with all the necessary functions to complete assigned tasks. Possess exceptional communication, organizational, decision-making, and critical thinking skills. Skilled in providing services to multicultural populations, clients, and families.

                      Skills : Microsoft Office, Financial Skills, Insurance manager.

                      Description :

                        1. Answered high-volume phone calls and directed calls to the proper department.
                        2. Admitted patients to appropriate floors depending on medical needs.
                        3. Discharged patients from the system.
                        4. Daily counted on available medical beds and coordinated with medical professionals on patients' medical needs for the best transition from emergency rooms to the medical floor.
                        5. Liaisoned between physicians, nurses, and administrators to coordinate appropriate medical beds based on medical needs.
                        6. Verified insurance coverage, eligibility, and or types of payment.
                        7. Medicared billing, verified patients' insurance coverage, make claim corrections, and helped self-pay patients obtain available coverage.
                      Years of Experience
                      Experience
                      5-7 Years
                      Experience Level
                      Level
                      Executive
                      Education
                      Education
                      Master In Urban Affairs

                      Patient Financial Advisor Resume

                      Summary : Patient Financial Advisor is an intrinsically motivated professional with 9 years of comprehensive in-depth knowledge within healthcare operating procedures and patient care services. She aspires to leverage her wealth of knowledge and experiences to seek out new opportunities.

                      Skills : Interpersonal Skills, Communication Skills, Transportation Skills.

                      Description :

                        1. Securely maintained patient demographics and insurance information within the computerized registration system to ensure the database includes the most accurate and up-to-date information available.
                        2. Evaluated the patient's financial process to include: determine patients' liabilities, inform the patient of financial obligations, coordinate payment arrangements, and collect payments according to the financial policies.
                        3. Executed and addressed patients' concerns as the first line of communication between the doctor.
                        4. Responsible for the preparation of various forms including, but not limited to, diagnostic testing requisitions, transportation reimbursements, and insurance referrals.
                        5. Accurately posted patient charges closed visits, and coordinate subsequent hospital service if needed.
                        6. Scheduled and conducted discharge phone calls to patients in order to ensure their satisfaction and also escalate patient feedback to contribute to process improvement plans.
                        7. Started Arizona Health Care Cost Containment System (AHCCCS) application process for patients and informed them of steps they needed to take to be approved.
                      Years of Experience
                      Experience
                      10+ Years
                      Experience Level
                      Level
                      Senior
                      Education
                      Education
                      Bachelor Of Business Administration

                      Patient Financial Advisor Resume

                      Headline : To obtain a job where my abilities are utilized and are beneficial for my employer and myself. Some of my strengths that I am known for are being thorough, reliable, organized, and detail oriented. I excel most when I am challenged and able to multi task in a fast paced environment. I am always willing to help the team by taking on new responsibilities and assist where I am needed.

                      Skills : Health Care A/R, Management.

                      Description :

                        1. NY Worked in the admitting, discharging and billing department (ADB) at the Allen Pavilion, affiliated with New York Presbyterian.
                        2. Coordinated with Risk Management to insure patient satisfaction and safety.
                        3. Verified and updated insurance questionnaire (EMEVS) and patient information in EAGLE system.
                        4. Assigned beds for patients coming from Allen ER and other New York Presbyterian sites.
                        5. Planned, directed and evaluated the day-to-day operations with a direct focus on registration and billing.
                        6. Monitored billed visits and billing error reports to ensure accounts are paid and/or resolved in a fast and efficient manner.
                        7. Maintained general administrative duties at the nurses station and admitted patients to the unit.
                      Years of Experience
                      Experience
                      5-7 Years
                      Experience Level
                      Level
                      Executive
                      Education
                      Education
                      High School Diploma