Financial Counsellor

JOB DESCRIPTION

I. JOB DETAILS

Job Title

Senior Executive (Financial Counsellor) - Front Office

Reporting Supervisor

HOD-Front Office

II. JOB PURPOSE

To efficiently and effectively handle all Financial (billing, TPA etc.) related queries, financial estimations, financial follow up and billing for patients in smooth work flow.

III. KEY RESPONSIBILITIES

Core Responsibilities

• To be responsible for achieving high level of customer satisfaction by giving counselling to patients / relatives regarding estimated expenses as well as corporate rules and formalities.
• To be responsible for preparing and dispatching all IPD bills and keeping its records as per set protocols.
• To be responsible for preparing, reviewing and sending patient statements to various insurance companies and other panel organization.
• To keep updated with information of all payer plans for different panel companies and TPAs.
• To review the payer plans and codes of different corporate & TPA and to ensure that same is updated in HIS (hospital information system) and monitor its implementation also.
• To be responsible for timely submission of deposited cheques, cash, drafts & credit slips to finance.
• To be responsible for keeping record for all correspondence done for IPD billing patients.
• To identify and resolve IPD patients billing complaints and to raise red flag to the concerned authority in case of any difficulty.
• To ensure accurate and timely submission of all monthly and daily reports.
• To achieve high level of customer satisfaction at each interaction.
• To be responsible for maintenance of department records as per the NABH requirement.
• To be responsible for effective utilization of hospital information system.
• Should have total familiarity with all instructional manuals and operating procedures applicable to the role and in accordance with NABH protocols.
• To participate in training programs to maintain and update the professional knowledge.
• Any other task assigned by HOD from time to time.

IV. KEY PERFORMANCE INDICATORS

Measurable Deliverables

• Accuracy in estimation & tagging.
• Timely follow up of financials with attendants & escalations on requirement.

• Demonstrated ability to maintain confidentiality.
• Service Excellence.
• Active participation in all departmental training and development activities.

V. JOB REQUIREMENTS

Minimum Qualifications

Graduate / Any relevant diploma

Experience

At least 2 to 3 years of relevant experience.

Behavioural Skills

• Persuasive
• Attention to detail
• Interpersonal and communication skills
• Initiative and adaptability

Technical Skills

• Problem solving and ingenuity
• Computer skills

Language Skills

English & Hindi

VI. KEY INTERACTIONS

Key Internal Contacts

Key External Contacts

• Head - Support Services
• Medical Superintendent, CNO & Nursing
• Front office, Billing, IT, Finance & All HODs
• Doctors

• TPA / Insurance Companies & Other Panel
• Organizations, Patients & Attendants