WHY UT SOUTHWESTERN?
With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and research center, we strive to provide the best possible care, resources, and benefits for our valued employees. Ranked as the number 1 hospital in Dallas-Fort Worth according to U.S. News & World Report, we invest in you with opportunities for career growth and development to align with your future goals. Our highly competitive benefits package offers healthcare, PTO and paid holidays, on-site childcare, wage, merit increases and so much more. We invite you to be a part of the UT Southwestern team where you’ll discover a culture of teamwork, professionalism, and a rewarding career! 

JOB SUMMARY
Operates with limited oversight and guidance to provide financial counseling and clearance to patients that occur across two or more revenue locations. 

The Patient Financial and Access Services Department team at UT Southwestern Medical Center has a new employment opportunity available for a Patient Financial Advisor II. The successful applicant will operate with limited oversight and guidance to provide financial counseling and clearance to patients that occur across two or more revenue locations. Your list of duties will include but is not limited to the following: 

• Provide complex billing inquiries and offer financial guidance both over the phone and during in-office patient visits consultations.
• Provide thorough explanations of billing statements.
• Ensure patients understand each charge and how it relates to the services rendered.
• Actively listen to and answer any questions patients may have about their bills.
• Address patient concerns regarding financial responsibilities for any upcoming services, making sure they are fully informed about what to expect.
• Guide patients step-by-step through various financial assistance programs available to them, including eligibility criteria, required documentation, and the application process.
• Offer personalized support to help patients access resources that can alleviate their financial burden. 
• Efficiently process payments for upcoming services, as well as for any outstanding balances that patients may have.
• Ensure that payment options are clearly communicated, including methods for online payments, installment plans, and any other available payment solutions like UTSW financial assistance. 

You will work on-site at one of our Dallas PFA office locations.  

The shift will be 8am-5pm Monday through Friday. 
 

BENEFITS
UT Southwestern is proud to offer a competitive and comprehensive benefits package to eligible employees. Our benefits are designed to support your overall wellbeing, and include:

• PPO medical plan, available day one at no cost for full-time employee-only coverage
• 100% coverage for preventive healthcare-no copay
• Paid Time Off, available day one
• Retirement Programs through the Teacher Retirement System of Texas (TRS)
• Paid Parental Leave Benefit
• Wellness programs
• Tuition Reimbursement
• Public Service Loan Forgiveness (PSLF) Qualified Employer
• Learn more about these and other UTSW employee benefits!

EXPERIENCE AND EDUCATION

Required

• Education
  High School Diploma or 
  Associate’s Degree or 
  Bachelor’s Degree 
   

• Experience
  5 years Of financial counselor or equivalent experience with High School Diploma. or 
  3 years Of financial counselor or equivalent experience with Associate’s Degree. or 
  1 year Of financial counselor or equivalent experience with Bachelor’s degree. 
   

JOB DUTIES

• Provides complex financial counseling for services that occur across two or more revenue locations.
• Provides training to Financial Wellness Advisor I’s and other employees as needed related to financial counseling services.
• Responsible for confirming patient insurance eligibility and providing complex benefits review in support of multiple revenue locations for single visits and extended episodes of care. Reviews benefits to ensure that organization and patient understand the extent of coverage for services. Assists with prior authorization requests when appropriate to expedite access to services.
• Provides combined cost estimates for facility and professional services. Accurately utilizes cost estimate technology to create cost estimates for services and communicates estimated costs to patients and other affected parties.
• Accurately posts payments and creates payment plans for upcoming services and/or outstanding balances.
• Responsible for reviewing account details for patient education and/or correction:
  • Reviews balances and communicates to patient and other affected parties about outstanding balances.
  • Assists patients in resolving account questions and concerns.
  • Correctly identifies and advises patient on options to resolve bad debt balances.
  • Advises patient about financial and special entitlement programs (such as charity programs, drug assistance programs, and other patient assistance options).
  • Responsible for coordinating and completing financial assistance application for charity care program
• Responsible for understanding the revenue cycle, including all involved parties and appropriate escalation pathways.
• Knowledge of various regulatory agencies: JCAHO, Medicare/Medicaid Laws, State & Federal Laws, Hospital/Departmental Policies.
• Duties performed may include one or more of the following core functions: a) Directly interacting with or caring for patients; b) Directly interacting with or caring for human-subjects research participants; c) Regularly maintaining, modifying, releasing or similarly affecting patient records (including patient financial records); or d) Regularly maintaining, modifying, releasing or similarly affecting human-subjects research records.
• Performs other duties as assigned.

SECURITY AND EEO STATEMENT

Security
This position is security-sensitive and subject to Texas Education Code 51.215, which authorizes UT Southwestern to obtain criminal history record information.

EEO
UT Southwestern Medical Center is committed to an educational and working environment that provides equal opportunity to all members of the University community. As an equal opportunity employer, UT Southwestern prohibits unlawful discrimination, including discrimination on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, age, disability, genetic information, citizenship status, or veteran status.