Job Description


The Financial Counselor is responsible for the daily review, contract interpretation, pre-cert/auth

compliance, and upfront collection for all in-house accounts. The Financial Counselor is an active

participant in facility Net Revenue and/or Discharge Planning meetings. The Financial Counselor

facilitates the coordination of account follow up with the assigned Case Manager.


  1. Consistently supports and communicates the Mission, Vision and Values of St. Joseph

Medical Center.

2. Follows the St. Joseph Medical Center Guidelines related to the Health Insurance Portability

and Accountability Act (HIPAA), designed to prevent or detect unauthorized disclosure of

Protected Health Information (PHI).

3. Promotes a culture of safety for patients and employees through proper identification, proper reporting, documentation and prevention of medical errors in a non-punitive environment.

4. Reviews daily in-house census to ensure pre-cert/auth completed per payer requirements

5. Reviews accounts in Observation status to ensure physician order compliments current system

status; making necessary account status changes and contacting payers to obtain per-cert/auth

for appropriate status

  1. Works with case management to determine anticipated length of stay and discharge plans
  2. Reviews payer contract to ensure accurate calculation of patient portion and point of service

collection or payment arrangement in accordance with upfront collection policy and procedure; prior to discharge

8. Reviews A/R system and collects outstanding balances on previous accounts

9 Reviews account status changes to ensure match between registration system and physician

orders; notifies payer of status change and complies with required pre-cert/auth activities

10. Implements and follows system downtime procedures when necessary

11. Other duties as assigned

12. Supportive of the compliance program set forth by Steward and demonstrated by:

  1. Upholds the Steward Standards of Conduct and Corporate Compliance.
  2. Adheres to and helps to enforce all compliance policies relevant to his/her area.
  3. Assures timely compliance education as requested by the Regional Compliance and Safety Officer and/or through corporate initiatives.

13. Sets an example to all staff in their daily activities.



  • 3 to 5 years previous Financial Counseling experience in a healthcare setting.


  • N/A


  • High School Diploma or GED required
  • Associates Degree from an accredited school is preferred


  • Technical, critical thinking and interpersonal skills relevant to area in order to effectively communicate with physicians, health team members, patients and families.
  • Ability to prioritize work with minimal supervision, in order to independently carry out the

duties of the position.

  • Able to communicate effectively, both verbally and in writing.
  • Additional languages preferred.
  • Basic computer knowledge, proficient in excel

Application Instructions

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