Debra Davison

The Financial Counselor is the primary point of contact for patients, residents, their families, and facility partners. This role involves providing education and assistance on nursing home services, payment methods, and managing financial and administrative tasks to ensure smooth operations. The position requires attention to detail, excellent communication skills, and the ability to work collaboratively within the facility.

Key Responsibilities:

• Serve as the primary contact for patients, residents, family members, addressing inquiries and providing guidance on available services and payment options (Medicare, Medicaid, insurance, private pay).
• Educate family members on service options, payment methods, and assist with navigating insurance and financial processes.
• Verify the accuracy and completeness of patient information and admission files to ensure proper documentation.
• Maintain and update the daily census to ensure accurate records of all patients and residents.
• Perform daily deposit and recording tasks, ensuring timely reconciliation of petty cash.
• Assist with Medicaid pending procedures, including helping family members and residents complete and submit Medicaid applications.
• Distribute funds and record transactions from the Patient Trust Fund.
• Assist with month-end patient financial reporting.
• Ensure adherence to company policies and procedures, as well as compliance with state and federal regulations.