Financial Counselor at Charlie Health

Read by 206 job seekers.

Remote, United States

Why Charlie Health?

We are currently facing a nationwide mental health epidemic marked by escalating rates of depression, anxiety, trauma, substance use disorders, and suicide. At the same time, individuals who are struggling and seeking support are often met with geographical and financial barriers, driving increased urgency for a new approach to behavioral health treatment.

At Charlie Health, our mission is to connect the world to life-saving mental health treatment. Our treatment programs combine curated groups, individual therapy, and family therapy into personalized, evidence-based treatment plans to provide long-term healing from home. By prioritizing connections among people with shared mental health experiences and goals, Charlie Health fosters sustainable healing and achieves industry-leading clinical outcomes, with over 90% of our clients seeing improvement in their most severe mental health symptoms.

Every member of the Charlie Health team is fueled by an unwavering passion for our mission. If you share this commitment, we invite you to join us in making a tangible impact on the mental health landscape.

About the Role

This role is the first financial step in admitting patients into Charlie Health. It’s the clients, or families, first connection to the financial side of treatment, which is a stressful piece of the process for most. We must explain, understand, and empathize with our potential clients and the stress associated with receiving care. This role represents Charlie Health by being kind, thoughtful, and patient through the financial piece of the admissions process.

Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. We are looking for a candidate who is inspired by our mission and excited by the opportunity to build a business that will impact millions of lives in a profound way.

Responsibilities

Review the estimated patient financial responsibility on VOB form to ensure accuracy.
Work with admission staff during intake call to facilitate patient financial process.
Meet with patient/families via phone or zoom to discuss estimated patient financial responsibility.
Collect any upfront monies based on estimated patient financial responsibility and process payment(s) accordingly.
Work with guarantor on mutually agreeable payment plans when necessary for estimated patient financial responsibility.
Ensure that Financial Consent forms are completed and attached to patient charts in SalesForce.
Work with Self Pay Collector on payment plan default report to ensure accounts are compliant with payment agreement.
Work with UR department and notifying clients/guarantors of potential authorization issues or denials.
Work with revenue cycle departments to complete necessary account processes ensuring account balances are accurate in the billing system.
Follow up on all payment plans timely and consistently and review accounts in billing system to assure account accuracy for next statement.
Assist patients with hardships by obtaining bankruptcy discharges, death certificates, hardship applications and supporting documentation, and utilizing Equifax reports to prove patient’s inability to pay.
Other duties as assigned by management.

Requirements

2+ years’ experience in Mental Health or Healthcare related field preferred.
Strong mathematical acumen required.
Experience with account collections and determining patient responsibility.
Strong experience with various revenue cycle billing systems
Ability to read insurance and self-pay accounts within RCM billing system.
Highly organized and able to track workflows through various tools.
Proficiency in Microsoft office required.

Benefits

Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here.#LI-Remote

This role is not presently available in New York, Colorado, Washington, or California.

Our Values

Connection

Care deeply

We care personally about every single person in the Charlie Health ecosystem: our clients, providers, and team members alike.

Inspire hope

We inspire hope with every interaction, reminding our clients that we truly and unconditionally believe in them.

Congruence

Stay curious

We ask “why” five times before we’re satisfied with the answer. We don’t stick to the status quo; we challenge our assumptions and remain humble.

Heed the evidence

Above all, we’re results-oriented. When we find data that calls our original plan into question, we modify or pivot.

Commitment

Act with urgency

We work as swiftly as possible. The mental health crisis is relentless, and so are we.

Don’t give up

Our clients don’t give up and neither do we. Persistence is our superpower.

Please do not call our public clinical admissions line in regard to this or any other job posting.

Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: https://www.charliehealth.com/careers/current-openings. Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services.

Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals.

At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people.

Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation.

Estimated Salary range:

Our salary intelligence, powered by our AI algorithms, has calculated an estimated range for this position between $40,000 - $50,000 . Please note that the actual salary for this position may vary, as it is dependent on various factors including but not limited to experience, location, and market dynamics.

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