30+ days ago


Sidney, OH


Wilson Health is looking for a direct hire Financial Advisor for our location in Sidney, Ohio (North Dayton, Ohio) area.

Employment Status: Full Time

Hours: 40 hours a week 

Shift: 1st shift 

Position Reports to:  Manager of Patient Accounts


Under the direction of the Manager of Patient Accounts the Financial Advisor has responsibility to collect on selected self-pay balance accounts, including those that are a result of balances after insurance or government payments have been applied.   The Financial Advisor will have the responsibility to contact patient prior and/or during their service to determine approximate cost of such visit and make arrangements for payment of services.   Also is responsible for the Care Assurance and Charity Care counseling, maintain records and adjustments pertaining to this State program.


ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.  Other duties may be assigned.

Effectively present information and respond to questions from groups of managers, staff members, patients, patient families, outside agencies and the general public.   This would include the pediatric client, the adolescent client, the young-middle aged adult client and the geriatric client.


Responsible for all Self-pay accounts:

The Financial Advisor contacts patient with information and set up payment options if applicable.  Duties include daily appointment scheduled with clients that have a financial responsibility, while counseling them of their financial obligation.   The Financial Advisor will be available to interview patient on hospital premises at time of registration/admission through discharge.

Analyzes selected patient accounts to determine the amount due and contacts patient.

Sets up payment plans based on policy.

Identifies accounts to be referred to outside collection agencies following policy

Audits collection agency acknowledgments and review payments for notification to the collection agency.

Identifies Patient overpayments and reports this to the Manager of Patient Accounts

Answer incoming calls with patients concerns on accounts, including the processing of patient payment via Virtual Merchant.

Process Bankruptcy's

Works closely with Central Scheduling and Registration

Arranges payment of Deductible prior to/or the day of scheduled or unscheduled procedures

Sets up payment arrangements for Obstetric patients through the CRADLE CLUB

Works daily with Out Sourced Agency regarding payments and /or programs.

Sends requested information to 3rd party insurances and verifies patient's consent for release of information.

Obtains PRESEMPTIVE ELIGIBILITY through Ohio Medicaid for qualified patients.


Sets up and responsible for Charity Care and C are Assurance Eligible recipients:

Performs Charity Care and Care Assurance interviews to determine eligibility and proceeds with appropriate applications of the programs.

Maintain Charity Care and Care Assurance Logs for purpose of Cost Report and Auditing purposes.



To perform his job successfully, and individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill and/or ability required.   Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.   The ability to communicate with a professional friendly personality to the customer is essential.

Internet skills and the ability to navigate through different systems.



A High school diploma or general education degree (GED); and one year minimum experience and/or training in a medical/collection field; or equivalent combination of education and experience.



Ability to read and comprehend simple instructions, short correspondence and memos.  Ability to write simple correspondence.   Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.