Patient Benefits Representative
Texas Oncology, Dallas, TX, United States
Overview
The U.S. Oncology Network is recruiting a Patient Benefits Representative for the Texas Oncology Oncology Department located at 3410 Worth Street, Dallas, Texas. The candidate will conduct pre‑treatment financial planning, insurance education, and benefit assistance in a full‑time capacity (Monday‑Friday, 8:00 a.m.‑4:30 p.m.). The role is Level 1 or Senior, based on experience.
Responsibilities
Collect insurance coverage information and patient demographics before treatment and educate patients on coverage, benefits, co‑pays, deductibles, and out‑of‑pocket expenses.
Assess patients’ ability to meet expenses, discuss payment arrangements, and identify qualifying financial assistance programs; complete Patient Cost Estimate forms.
Prepare reimbursement and liability forms for patient review and signature and forward required information and forms to the billing office.
Obtain pre‑authorization or referral approval codes with the Clinical Reviewer before each treatment.
Review patient account balance and notify front desk of required patient meetings.
Ensure correct entry of patient co‑pay amounts into the system so front desk can collect appropriately.
Verify and update patient demographics and insurance coverage data at each visit per SOPs.
Stay current on financial aid programs; develop relationships with aid providers and solicit program leads.
Maintain confidentiality and comply with state, federal, HIPAA, and company policies regarding patient records.
Maintain updated manuals, logs, forms, and documentation; perform additional duties as requested.
Qualifications
Level 1
High school diploma or equivalent.
Minimum three (3) years experience as a patient pre‑services coordinator or equivalent.
Proficiency with computer systems and Microsoft Word & Excel.
Knowledge of CPT and HCPCS coding application.
Effective verbal communication skills and correct use of terminology.
Ability to complete required e‑learning courses within 90 days of employment.
Level Senior
Associate’s degree in Finance, Business, or four years revenue cycle experience preferred.
Minimum three (3) years experience as a pre‑services coordinator and two (2) years of patient benefits experience.
Demonstrate knowledge and application of insurance coverage benefits and terminology.
Competencies
Technical proficiency: current knowledge of the profession and industry, proficient in specialist resources.
Adaptability: manages day‑to‑day challenges, adjusts to shifting priorities and changing circumstances, shows resilience.
Sound judgment: makes timely, cost‑effective decisions under uncertainty.
Work commitment: sets high standards, pursues goals efficiently.
Commitment to quality: emphasizes delivering quality products or services and seeking improvements.
Physical Demands
The physical requirements for this position include being present at the workplace during regular business hours, sitting or standing and talking or hearing, hand‑to‑hand coordination, manual dexterity, and the occasional lifting or carrying of items up to 40 lbs. Appropriate accommodations can be made for individuals with disabilities.
Work Environment
The work environment involves exposure to communicable diseases, hazardous substances, ionizing radiation, and other conditions common to an oncology/hematology clinic. The role requires frequent in‑person interaction with coworkers, management, and patients and may involve occasional travel by automobile to other office sites.
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The U.S. Oncology Network is recruiting a Patient Benefits Representative for the Texas Oncology Oncology Department located at 3410 Worth Street, Dallas, Texas. The candidate will conduct pre‑treatment financial planning, insurance education, and benefit assistance in a full‑time capacity (Monday‑Friday, 8:00 a.m.‑4:30 p.m.). The role is Level 1 or Senior, based on experience.
Responsibilities
Collect insurance coverage information and patient demographics before treatment and educate patients on coverage, benefits, co‑pays, deductibles, and out‑of‑pocket expenses.
Assess patients’ ability to meet expenses, discuss payment arrangements, and identify qualifying financial assistance programs; complete Patient Cost Estimate forms.
Prepare reimbursement and liability forms for patient review and signature and forward required information and forms to the billing office.
Obtain pre‑authorization or referral approval codes with the Clinical Reviewer before each treatment.
Review patient account balance and notify front desk of required patient meetings.
Ensure correct entry of patient co‑pay amounts into the system so front desk can collect appropriately.
Verify and update patient demographics and insurance coverage data at each visit per SOPs.
Stay current on financial aid programs; develop relationships with aid providers and solicit program leads.
Maintain confidentiality and comply with state, federal, HIPAA, and company policies regarding patient records.
Maintain updated manuals, logs, forms, and documentation; perform additional duties as requested.
Qualifications
Level 1
High school diploma or equivalent.
Minimum three (3) years experience as a patient pre‑services coordinator or equivalent.
Proficiency with computer systems and Microsoft Word & Excel.
Knowledge of CPT and HCPCS coding application.
Effective verbal communication skills and correct use of terminology.
Ability to complete required e‑learning courses within 90 days of employment.
Level Senior
Associate’s degree in Finance, Business, or four years revenue cycle experience preferred.
Minimum three (3) years experience as a pre‑services coordinator and two (2) years of patient benefits experience.
Demonstrate knowledge and application of insurance coverage benefits and terminology.
Competencies
Technical proficiency: current knowledge of the profession and industry, proficient in specialist resources.
Adaptability: manages day‑to‑day challenges, adjusts to shifting priorities and changing circumstances, shows resilience.
Sound judgment: makes timely, cost‑effective decisions under uncertainty.
Work commitment: sets high standards, pursues goals efficiently.
Commitment to quality: emphasizes delivering quality products or services and seeking improvements.
Physical Demands
The physical requirements for this position include being present at the workplace during regular business hours, sitting or standing and talking or hearing, hand‑to‑hand coordination, manual dexterity, and the occasional lifting or carrying of items up to 40 lbs. Appropriate accommodations can be made for individuals with disabilities.
Work Environment
The work environment involves exposure to communicable diseases, hazardous substances, ionizing radiation, and other conditions common to an oncology/hematology clinic. The role requires frequent in‑person interaction with coworkers, management, and patients and may involve occasional travel by automobile to other office sites.
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