[Hiring] Patient Financial Counselor @Banyan Treatment Centers

Role Description

Banyan Treatment Centers is seeking a detail-oriented and compassionate Patient Financial Counselor to support our Revenue Cycle Management team by helping patients and families understand financial responsibility and resolve outstanding balances related to treatment. In this role, the Patient Financial Counselor is responsible for collecting patient payments, reviewing accounts receivable accuracy, and assisting with billing resolution while ensuring professionalism, confidentiality, and compliance with applicable regulations.

This role works closely with Intake and Finance teams to support a smooth admissions process, accurate financial documentation, and timely payment solutions—making a direct impact on the patient experience and the financial health of our programs.

Qualifications

• Associate degree required (Bachelor’s preferred) or equivalent relevant experience
• Minimum of 2 years of patient account resolution experience (behavioral healthcare, strongly preferred)
• Strong understanding of insurance benefit terms and patient financial responsibility
• Excellent organizational skills, attention to detail, and time management
• Ability to work independently and meet deadlines in a fast-paced environment
• Strong written and verbal communication skills with a patient-centered approach
• Proficiency in Microsoft Office (Outlook, Word, Excel)
• Familiarity with EHR systems (CollaborateMD, Salesforce, Kipu preferred)
• Knowledge of revenue cycle processes (Behavioral Health preferred)

Requirements

• Collect patient responsibility payments including deductibles, copays, and coinsurance
• Contact patients and/or authorized family members to resolve outstanding balances
• Provide clear, compassionate communication to support financial understanding and resolution
• Assist patients with setting up reasonable payment plans when appropriate
• Quote private pay pricing and explain financial terms as needed
• Review and manage accounts receivable (AR) to verify accuracy and ensure balances are worked accordingly
• Research and resolve billing inquiries and account questions
• Accurately document all actions taken to reconcile balances and support payment resolution
• Identify account discrepancies including adjustments, write-offs, overpayments, and refunds
• Partner with Intake team to obtain signed financial documentation (Standard Fee Agreement)
• Verify and update patient demographics and registration information as needed
• Provide professional customer service to patients and insurance representatives
• Maintain strict confidentiality of patient and company information
• Ensure work is completed in accordance with federal and state regulations, including patient privacy laws
• Follow Banyan policies related to corporate compliance, workplace safety, and organizational integrity

Benefits

• Comprehensive benefits including medical, vision, and dental insurance
• Life and disability coverage
• 401(k) with employer match
• Paid time off and holidays
• Wellness incentives
• Employee assistance programs