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FINANCIAL COUNSELOR

Job Description Summary

Under the direction of Patient Access Manager is responsible to assist in maintaining the financial integrity of South Shore Hospital through excellent customer service skills. Advocate and screen patients for the procurement benefits through state public assistance programs. Ability to interpret commercial and federal insurance plan coverage for patient and families. Responsible for the determination and collection of medical co-pays at the time of service.

Job Description

Essential Functions


1. Education of financial obligations and polices to patient and or family members.


a. Collect co-pays via cash, check, credit card, complete receipts.Can reconcile and balance receipts by shift. Able to log into excel spreadsheet and documents on patients account.

b. Able to procure and explaining estimated pricing for outpatient hospital services (i.e. Cat Scan, MRI, Ultrasound, Travel Health)

c. Able to promote and support SSHOSP self pay payment process (reviewing discounts and payment plan processes)

2. Contacts all self pay patients whether in person or via phone/letter to screen for eligibility for Financial Assistance within time frame established.


3. Demonstrates working knowledge of all public assistance programs and is able to screen patients for eligibility for these programs and initiate application.


a. Ensures application is completed by effective communication with patient is able to work collaboratively with co-workers and others (i.e. MEC, other facilities, and other departments) in order to complete the application with in time limitations.

b. Able to collaborate with social work and case management areas for patient care

4. Is able to update registration information as necessary.


5. Understand coordination of benefits and acts as a liaison between patients,Case Management, Patient Accounts Department, and Precertification.


6. Embraces Technology solutions to work processes and practices.


a. Able to function using department computer programs (Gateway, Excel, Word).

b. Able to review and analyze MMIS and Passport Programs.

c. Manage own API (timecard) system.

d. Able to utilize the phone system, including VERA system.

e. Has a complete understanding and can manage credit card processes in Passport system (ie. process of payment, refunds).

f. Able to function and have a complete understanding of computer downtime process.

7. Fosters a Culture of Safety through personal ownership and commitment to a safe environment.


a. Understands individual roles/responsibilities during hospital codes (e.g. Code Green, Code Red)

b. Adheres to universal precautions and respiratory etiquette guidelines.

c. Adheres to patient identification policies/procedures.

d. NIMS 100 certified

e. Able to identify correct insurance subscriber

f. Understand roles in emergency preparedness

8. Strong working knowledge of State and federal disability processes and regulations.

Essential Functions (Cont.)

I. Technology and Learning


a. Participates in continued learning and possess a willingness and ability to learn and utilize new technology and procedures that continue to develop in their role and throughout the organization.

b. Embraces technological advances that allow us to communicate information effectively and efficiently based on role.


Unit/ Department Specific Job Functions

Unit Specific functions are those tasks, duties and responsibilities that are specific to the performance of the job within a certain unit(s). Following are unit specific functions of the job, along with the corresponding performance standards.

1. Strong working knowledge of the Virtual Gateway system.


a. Able to navigate and process application.

b. Ability to complete the application with patient and their families.

c. Ensure all information and supports gathered for application are processed.


2. Understanding and ability to identify patients that need state disability supplements completed.


a. Once identified initiate and submit DDU supplement, following it to completion.

3. Recognize and direct patients through the Federal Social Security disability process.

4. Working knowledge of State Unemployment insurance regulation. Ability to complete and submit these application.

5. Ability to recognize and advocate for patients who meet the criteria for state sponsored insurance premium assistance program.

6. Exemplary understanding of State sponsored insurance program.


a. Able to advocate for patients through the state to ensure appropriate level of assistance is awarded.


7. Direct knowledge of State and Federal sponsored programs such as "SNAP", WIC, DTA, and Social Security. Ability to direct patients to these agencies.

Excellent customer service skills. Medical terminology. Computer skills. Ability to follow through and troubleshoot. Attention to detail. Strong organizational and documentation skills. Indepth knowledge of insurance plans including Masshealth , Commercial insurance, and State and Federal insurance programs Understanding of State and Federal Healthcare Reform

By applying, you consent to your information being transmitted by snagajob to the Employer, as data controller, through the Employers data processor SonicJobs.
See South Shore Health Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at

Average salary estimate

$60000 / YEARLY (est.)
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$50000K
$70000K

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What You Should Know About FINANCIAL COUNSELOR, South Shore Health

If you're passionate about helping others manage their healthcare finances, South Shore Health in Weymouth, MA, is looking for a dedicated Financial Counselor to join their team! In this role, you will work directly under the Patient Access Manager, ensuring that patients understand their financial obligations and guiding them through publicly funded assistance programs. Your knack for excellent customer service will shine as you screen patients for eligibility, collect co-pays, and collaborate with social work and case management for comprehensive patient care. A big part of your day will include educating patients on insurance plans and navigating the complexities of commercial and federal coverage. You're not just a numbers person; you’ll also embrace technology, such as using Gateway and Excel, to manage patient accounts and document financial interactions. Moreover, as you assist patients in understanding their financial responsibilities, you'll play a crucial role in ensuring the financial integrity of South Shore Hospital. The work environment is supportive, and you will have the chance to continue learning and growing in your role while fostering a culture of safety and collaboration. If you're ready to make a difference in people's lives while advancing your career in healthcare finance, this is an opportunity you won’t want to miss!

Frequently Asked Questions (FAQs) for FINANCIAL COUNSELOR Role at South Shore Health
What are the main responsibilities of a Financial Counselor at South Shore Health?

As a Financial Counselor at South Shore Health, your primary responsibilities include educating patients about their financial obligations, screening them for eligibility for financial assistance programs, and collecting medical co-pays. You'll also help patients access state and federal assistance programs and collaborate with various departments to ensure comprehensive care.

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What qualifications are required to be a Financial Counselor at South Shore Health?

To become a Financial Counselor at South Shore Health, you typically need a background in healthcare finance or patient services. Strong customer service skills, familiarity with medical terminology, and a basic understanding of insurance plans are essential. Proficiency in technology, particularly in programs like Excel and various healthcare software, is also a requirement.

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How does South Shore Health support patients in understanding their insurance coverage?

At South Shore Health, Financial Counselors are key advocates for patients, helping them navigate and interpret their commercial and federal insurance coverage. You will assist patients in understanding their benefits, such as co-pays and coverage options, thereby facilitating informed medical decisions.

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What role does technology play in the Financial Counselor position at South Shore Health?

Technology is integral to the role of a Financial Counselor at South Shore Health. You'll utilize various software systems for registering patient information, processing applications for state assistance, and managing patient accounts while ensuring that communications are efficient and accurate.

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How does a Financial Counselor interact with other departments at South Shore Health?

A Financial Counselor at South Shore Health collaborates closely with social work, case management, and the Patient Accounts Department, acting as a liaison to ensure patients receive comprehensive care and financial support tailored to their specific needs.

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Common Interview Questions for FINANCIAL COUNSELOR
Can you describe your experience with patient financial counseling?

Certainly! When discussing my experience with patient financial counseling, I focus on specific scenarios where I assisted patients in understanding their financial obligations and secured financial aid. Providing clear explanations and support during this process is fundamental to fostering trust and ensuring that patients feel comfortable navigating their healthcare costs.

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How do you handle difficult conversations regarding financial obligations with patients?

Handling difficult conversations requires compassion and clarity. I approach these discussions by actively listening to the patient's concerns while explaining their financial responsibilities in a way that is sensitive yet straightforward. Establishing a supportive rapport can often ease the tension in these conversations.

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What strategies do you use to stay organized when managing multiple patient accounts?

Organization is crucial in this role. I use digital tools like spreadsheets to track patient information and deadlines. Prioritizing tasks based on urgency and employing effective time management techniques ensures that I meet all patient needs efficiently and accurately.

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What is your understanding of state and federal disability programs?

I have a strong understanding of state and federal disability programs, including eligibility requirements and application processes. I can navigate these systems to help patients apply for the necessary support, ensuring they receive the benefits they're entitled to in a timely manner.

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How familiar are you with different insurance plans and their requirements?

I possess extensive knowledge of various insurance plans, including MassHealth, commercial insurance, and federal programs. This understanding enables me to guide patients through their options, ensuring they select the most appropriate plan for their healthcare needs.

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Describe a time you collaborated with another department to achieve a common goal.

In a previous role, I worked closely with the social work department to assist a patient who required emergency financial aid. Our joint efforts streamlined the application process, allowing the patient to receive immediate help, which directly impacted their healthcare experience positively.

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What techniques do you employ to keep up with technology in healthcare finance?

I actively seek continued education opportunities and training seminars focusing on the latest healthcare finance technologies. I also engage with online forums and communities to exchange insights with other professionals in the field, allowing me to stay informed about emerging tools and best practices.

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How do you ensure compliance with patient confidentiality and safety guidelines?

I adhere strictly to HIPAA regulations and South Shore Health's privacy policies. Keeping patient information confidential is a priority, and I make sure to follow all safety protocols during my interactions to ensure that patients feel secure and respected.

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What motivates you to work in the financial counseling field at a healthcare institution?

I'm motivated by the opportunity to make a tangible difference in people's lives. Navigating healthcare finances can be stressful, and I find great fulfillment in helping patients feel supported and empowered to manage their healthcare costs effectively.

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How would you address a situation where a patient is ineligible for financial assistance?

In such situations, I believe in transparency and empathy. I would explain the reasons for their ineligibility while exploring alternative options, such as payment plans or other forms of support. My goal would be to ensure they leave the conversation feeling informed and supported.

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South Shore Health is a not-for-profit, charitable health system offering primary and specialty care, hospital care, home health and community care, emergency and urgent care, and preventative and wellness services. We are the largest independent ...

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EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
April 6, 2025

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