Patient Financial Advisor II

University of Texas Southwestern Medical Center
parental leave, paid time off, paid holidays, tuition reimbursement, remote work
United States, Texas, Dallas
5323 Harry Hines Boulevard (Show on map)
Jul 27, 2025
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 The Patient Financial Clearance team at UT Southwestern has a new position available for the role of Patient Financial Advisor II. This position operates with limited oversight and guidance to provide financial counseling and clearance to patients that occur across two or more revenue locations. This is a remote, work-from-home position that functions in a call center-style environment, focused on delivering high-quality customer service over the phone. Core duties for this position include the following: Patient Communication: Clearly explain billing statements, answer questions about charges, and address concerns regarding financial responsibilities for upcoming services. Financial Assistance: Guide patients through various financial assistance programs and eligibility criteria. Payment Processing: Collect payments for upcoming services and/or outstanding balance. Debt Resolution: Offer solutions and negotiate payment plans for patients facing challenges settling their bills. Compliance: Ensure all interactions and processes adhere to UT Southwestern financial policies and regulations Work From Home (WFH): This is a WFH position. However, applicants must live within the State of Texas. Additional details shall be provided as part of the interview process. Shifts: Monday - Friday, 8 -hour workday. The shifts will be one of the following (below) and shall be discussed in greater detail during the interview. 8:00 - 4:30 p.m. 8:30 - 5:00 p.m. 9:00 - 5:00 p.m. 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 benefit 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 balance and communicate 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. To the extent this position requires the holder to research, work on, or have access to critical infrastructure as defined in Section 113.001(2) of the Texas Business and Commerce Code, the ability to maintain the security or integrity of the critical infrastructure is a minimum qualification to be hired and to continue to be employed in the position. EEO Statement 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. 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!