1717 Sharon Road West, Charlotte, NC 28210 | (980) 859-2106 | HopeWay.org 1
Job Title:
Financial Specialist
Department:
Finance
Reports To:
Chief Financial Officer
Employment Status:
Full-time
FSLA Status:
Exempt
Work Location:
HopeWay at Oakhurst Commons
HopeWay – inclusive of Foundation, Wellness, & Veterans House
HopeWay Psychiatry & Associates
Remote Work:
Not Applicable
Schedule:
Monday-Friday 40 hours per week,, Weekends as needed
Effective Date:
Monday, July 17, 2023
POSITION SUMMARY
The Financial Specialist will assist the Admissions Team, clients, and the Financially Responsible Parties
to facilitate the entire revenue cycle.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Core competency is demonstrated by the ability to carry out the essential duties and responsibilities of the job. The essential
functions include, but are not limited to, the following.
1.
Managing accounts receivable.
2.
Communicating costs of services associated with care, as well as payment options to ensure that
the clients/financially responsible parties understand costs associated with services.
3.
Communicating with the financially responsible party throughout treatment.
4.
Receiving and processing payments for self-pay/deductibles.
5.
Discussing financial assistance options with clients. Obtaining and evaluating financial
information submitted for financial assistance.
6.
Promoting, establishing, and maintaining open and effective communication with clients and
staff members.
7.
Performs other duties as assigned.
COMPLIANCE & PROTECTED HEALTH INFORMATION
Understands and adheres to:
o HopeWay compliance standards as they appear in the Employee Handbook, Code of Conduct,
and Conflict of Interest policy.
o Understands and adheres to HIPAA, CFR 42 Part 2, and North Carolina Identity Theft
Protection Act standards, rules, and regulations.
1717 Sharon Road West, Charlotte, NC 28210 | (980) 859-2106 | HopeWay.org 2
o The Minimum Necessary Standard when accessing protected health information in the
performance of job duties and/or disclosing protected health information for treatment,
payment, and/or operations purposes.
Stays up-to-date with all HopeWay practices, rules, regulations, and policies as they presently exist
and as they change and/or are modified.
Keeps well-informed of all applicable federal, state, and local, regulations, laws, and policies as they
presently exist and as they change and/or are modified.
JOB REQUIREMENTS
Minimum Qualifications
The minimum qualifications described here are representative of those that must be met by an individual to successfully perform
the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to
perform the functions.
Education: High School Diploma/GED Required. Associates or Bachelor’s degree preferred.
Experience: Experience working in a mental/behavior health field. Experience working with
adolescents and their families preferrred.
Licensure/Certification: Not Applicable.
Knowledge of:
o Computers, Microsoft Office products, electronic health record (if applicable), and Great
Plains.
o HopeWay’s mission, vision, values, and philosophy regarding extraordinary customer relations
and quality of service.
Ability to:
o Operate office equipment such as a personal computer, calculator, copier, fax machine,
telephone, and general office equipment.
o Multitask/Work in a fast-paced environment with several competing demands.
o Assess and prioritize multiple tasks and demands; work within deadlines to complete projects
and assignments.
o Identify and recommend solutions to problems.
o Develop and maintain effective working relationships with clients, family members, guests,
the general public, associates, supervisors, providers, and staff.
o Communicate effectively in oral form; read and write; understand, follow, and carry out
written and oral instructions.
o Exercise appropriate judgment in completing essential functions.
o Manage difficult or conflict situations constructively with a high degree of sensitivity, tact, and
diplomacy, and seek appropriate assistance.
o Upon successful completion of job training, the ability to work independently and as part of a
multidisciplinary team with professionalism, respect, integrity, and a strong work ethic.
Skills:
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o Excellent written and verbal communication, customer service, telephone skills, attention to
detail, and organizational skills.
o Skill in dealing firmly, tactfully, and courteously with clients, family members, guests, and the
general public.
o Strong customer service skills.
o Monitors/handles all issues involving credit cards.
o Ensuring the financially responsible party is kept abreast of authorization status, claims
processing, and balances owed throughout the service period.
o Responsible for entire revenue cycle.
o Demonstrates the skills and competency appropriate to the ages, culture, developmental
stages,
and special needs of the patient population served.
o Strong billing and computer skills.
Additional Requirements:
o Basic Life Support (BLS) and First Aid certification from American Heart Association or
American Red Cross required. Must be obtained within 30 days of effective date and be
maintained as current throughout employment.
o Verbal De-Escalation training/certification required. Must be obtained within 30 days of
effective date and be maintained as current throughout employment.
o Tuberculosis screening required. Must be completed prior to effective date and rescreened
annually throughout employment.
o A minimum of two years of sobriety preferred, if in recovery.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an individual to successfully perform the
essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform
the functions.
Physical Demands: Must be able to remain in a stationary position up to 50% of the time. Must be
able to operate office and medical equipment/devices. Must be able to move about from work area
to work area and position self to accomplish tasks. Must be able to communicate information/ideas
so others will understand, and exchange accurate information in these situations. Must be able to
observe details at close range. Must be able to exert up to 15 pounds of force to move, position,
install, and/or remove objects.
Work Environment: Must be able to perform complex tasks requiring independent knowledge and
its application to non-routine situations. May be exposed to dust, fluctuation in inside temperatures,
and electro-magnetic radiation (e.g., computer screen). The noise level in the work environment is
generally quiet.
NOTE
This job description in no way states or implies that these are the only duties to be performed by the
employee(s) of this position. Employees will be required to follow any other job-related instructions and
1717 Sharon Road West, Charlotte, NC 28210 | (980) 859-2106 | HopeWay.org 4
to perform any other job-related duties requested by any person authorized to give instructions or
assignments. All duties and responsibilities are essential functions and requirements and are subject to
possible modification to reasonably accommodate individuals with disabilities.
To perform this job successfully, the individual will possess the skills, aptitudes, and abilities to perform
each duty proficiently. Some requirements may exclude individuals who pose a direct threat or
significant risk to the health or safety of themselves or others. The requirements listed in this job
description are the minimum levels of knowledge, skills, or abilities. This job description does not create
an employment contract, implied or otherwise, other than an at-will relationship.
HopeWay is an equal opportunity employer, tobacco/nicotine/drug-free workplace, and complies with
ADA regulations as applicable.
EMPLOYEE ACKNOWLEDGEMENT
I, , acknowledge I have reviewed and accepted this job description.
(Employee’s Name – PRINT)
Date:
Employee’s Signature
Date:
Human Resources/Supervisor Signature
Human Resources/Supervisor Name & Title – PRINT
Approved By:
Approved Date: