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HRTMS Job Description Management

Mgr Financial Counseling

J  o  b    D  e  s  c  r  i  p  t  i  o  n

 

 

JOB INFORMATION

Effective Date:

11/1/2018

Entity:

Wisconsin

Job Code:

441000

Job Title:

Mgr Financial Counseling

FLSA Exemption Status:

Exempt

Management Level:

Manager/Program Director

JOB SUMMARY

The Financial Counseling Manager has general oversight of the Financial Counseling functions for the UW Health enterprise.   This individual aids in setting goals, priorities, performance standards, policies and procedures for the following functions:  transplant financial counseling, price estimations, financial assistance programs, government assistance programs, and all other financial counseling efforts.  The Financial Counseling Manager ensures that accurate estimates are prepared, patients receive assistance in making financial plans when requested, and patient experience protocols are followed.  This position has key responsibilities that directly impact reimbursement and the hospital's financial performance.

 

This individual will be involved in departmental and interdepartmental process improvement teams to eliminate waste and improve efficiency.  They will work closely with revenue cycle management to align revenue cycle processes to present a unified patient experience and consistent capture of data.  Additionally, the position will work in conjunction with joint ventures, partnerships, and any additional community connect partners to ensure their needs are met.

 


ESSENTIAL DUTIES


Manage and develop Financial Counseling Supervisors and staff. Monitor staff engagement and implement ideas for improvements.

 

Assist with make hiring decisions to maintain adequate staffing in the department.

 

Provide timely performance improvement feedback and coaching to include encouraging and commending staff for excellent performance

 

Respond to escalated employee issues/questions/concerns.

 

Oversee the development of training materials and ongoing assessments; regularly review training materials to include new methodologies and concepts.

 

Actively seek and schedule staff development opportunities, including those outside the department that would be beneficial for staff members to attend. Identify focus areas for competency assessments; provide training opportunities addressing areas highlighted by these assessments.

 

Develop, recommend and implement policies and procedures for the department. Monitor adherence to policies and established procedures. Propose methods which assure effective execution of program responsibilities.

 

Update policy and procedure manuals as required. Apprise staff of changes. Ensure alignment with existing UW Health policies and procedures.

 

Ensure that patient experience and service standards are met. Continuously gather, monitor and analyze departmental and program specific productivity and quality of service statistics.

 

Monitor the accuracy of estimates and investigate errors, suggest changes and/or implement solutions to encountered problems. Monitor billing estimates to ensure accurate and timely claims submissions. Escalate issues to Revenue Cycle leadership when appropriate.

 

Keep abreast of insurance, referral, and billing requirements. Request system enhancements as needed to facilitate accurate registration.

 

Lead process improvement projects and assist with software implementation, upgrades, enhancements, and usability testing.

 

Prepare, maintain and balance yearly budgets for applicable cost centers. Manage budget over the fiscal year.

 


As needed, additional responsibilities reasonably within the scope of duties and physical requirements may be assigned.  ALL DUTIES AND REQUIREMENTS MUST BE PERFORMED CONSISTENT WITH THE UW HEALTH PERFORMANCE STANDARDS AND RESPECT FOR PEOPLE COMMITTMENTS.


Age Specific Competency (Clinical jobs only)

X

Non-Clinical

 

 


JOB REQUIREMENTS


Education

Education Level

Education Details

Required/
Preferred

 

 

Bachelor’s degree in business, healthcare administration or a related field. Four (4) years of experience in healthcare revenue cycle operations may be considered lieu of the degree in addition to the experience below.

 

Required

 


Experience

Experience

Experience Details

Required/
Preferred

 

 

Five years of experience in a health care setting or three years of related experience in a leadership role.

Required

 

 

Five years of management experience in healthcare revenue cycle operations for a large, complex health care environment, including experience in an academic medical center.

Preferred

 

 

Experience with a hospital-based computer system (preferably Epic).

Required

 


Licenses & Certifications

Licenses/Certification Details

Time Frame

Required/
Preferred

 


LICENSE, CERTIFICATIONS, AND REGISTRATIONS MUST BE MAINTAINED PER UW HEALTH POLICY. 


Knowledge, Skills, and Abilities

Expert knowledge of Medicare and third-party payer reimbursement preferred.

 

Intensive knowledge in managed care requirements as they relate to hospital reimbursement.

 

Excellent verbal and written communication skills.

 

Effective interpersonal skills to facilitate work in a team environment and to collaborate with a variety of professionals.

 

Detail oriented, with a data driven attitude.

 

Strong decision making and self-motivation skills.

 

Ability to work in a team environment and to collaborate with a variety of professionals.

 

Proficiency in word processing and spreadsheet programs.

 

Ability to effectively incorporate the mission and core values into processes and workflows.

 

Ability to effectively manage multiple demands; working under moderate to high degree of pressure.

 

Excellent organizational skills.

 

Ability to maintain and convey a positive attitude and customer service approach to program development.

 

Ability to multitask and problem solve.

 


PHYSICAL REQUIREMENTS/WORKING CONDITIONS


 

Physical Demand Level

Seldom/Occasional
Up to 33% of the time

Frequent
34%-66% of the time

Constant
67%-100% of the time

Sedentary: Ability to lift up to 10 pounds maximum and occasionally lifting and/or carrying such articles as dockets, ledgers and small tools. Although a sedentary job is defined as one, which involves sitting, a certain amount of walking and standing is often necessary in carrying out job duties. Jobs are sedentary if walking and standing are required only occasionally and other sedentary criteria are met.

Up to 10#

Negligible

Negligible

Light: Ability to lift up to 20 pounds maximum with frequent lifting and/or carrying of objects weighing up to 10 pounds. Even though the weight lifted may only be negligible amount, a job is in this category when it requires walking or standing to a significant degree.

up to 20#

Up to 10# or requires significant walking or standing or requires pushing/pulling of arm/leg controls.

Negligible or constant push/pull of items of negligible weight

Medium: Ability to lift up to 50 pounds maximum with frequent lifting and/or carrying objects weighing up to 25 pounds.

20-50#

10-25#

Negligible-10#

Heavy: Ability to lift up to 100 pounds maximum with frequent lifting and/or carrying objects weighing up to 50 pounds.

50-100#

25-50#

10-20#

Very Heavy: Ability to lift over 100 pounds with frequent lifting and/or carrying objects weighing over 50 pounds.

Over 100#

Over 50#

Over 20#


Other - list any other physical requirements or bona fide occupational qualifications not indicated above:

 


 

Over 50 lbs.

UW Health does not require, nor does it expect that its employees lift more than 50 lbs unassisted. Objects in excess of 50 lbs should be lifted or moved with mechanical means or through a team lift. Employees in patient care areas are expected to utilize mechanical lifts and adhere to the "Use of Mechanical Lifts (Liko)" policy in the Patient Services Policy and Procedure Manual.


Note: The purpose of this document is to describe the general nature and level of work performed by personnel so classified; it is not intended to serve as an inclusive list of all responsibilities associated with this position.

THE EMPLOYEE MUST BE ABLE TO COMPLETE ALL PHYSICAL REQUIREMENTS OF THE JOB WITH OR WITHOUT AN APPROVED ACCOMODATION. Note: The purpose of this document is to describe the general nature and level of work performed by personnel so classified; it is not intended to serve as an inclusive list of all responsibilities associated with this position.