Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
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Jada Smith

Cypress

Summary

Financial Counselor with 17 years of experience in the Healthcare Industry, specializing in financial counseling for diverse patient populations. Proven ability to communicate effectively and guide patients through financial clearance processes with empathy. Recognized for professionalism in challenging situations and a strong track record of problem resolution and customer satisfaction improvement.

Overview

17
17
years of professional experience

Work History

Financial Counselor

Conifer Health Solutions, CHI St. Luke’s Hospital Medical Center
Houston
01.2018 - Current

Assisted patients with financial counseling and verified insurance eligibility.

  • Explained insurance plans and self-pay options clearly to patients and their families.
  • Conducted thorough due diligence for patient service approvals based on financial assessments.
  • Facilitated communication across departments to expedite issue resolution.
  • Trained new staff in financial advocacy best practices to improve patient engagement.
  • Coordinated efforts between patients, physicians, third parties, and insurers for efficient claims handling.
  • Maintained comprehensive records of patient interactions and financial arrangements.
  • Collaborated with clinical teams to optimize patient financial experiences throughout care.

Patient Access Rep II

Conifer Health Solutions, CHI St. Luke’s Hospital Medical Center
Houston
01.2015 - 01.2018
  • Scheduled patients for Pre-Admit Testing prior to surgery.
  • Explained estimate letters and offered assistance with payment plans for outstanding liabilities.
  • Verified medical necessity in compliance with Centers for Medicare & Medicaid Services to reduce claim denials.
  • Managed assigned work queues to ensure completion of all accounts, facilitating clean claims submission.
  • Collected and entered patient demographic and insurance data into database for record establishment.
  • Secured confidential patient information according to HIPAA privacy standards.
  • Maintained up-to-date and accurate patient records consistently.
  • Coordinated effective communication between patients and healthcare providers.

Senior Admitting Interviewer

CHI St. Luke’s Hospital Medical Center
Houston
09.2008 - 01.2015
  • Resolved registration errors to enhance patient processing efficiency.
  • Coordinated with medical staff for timely patient registration and processing.
  • Verified patient insurance information and collected copays when necessary.
  • Balanced cash drawer and managed daily deposits accurately.
  • Executed thorough registration of transfer patients, including Memorandum of Transfer.
  • Monitored supplies inventory to ensure adequate stock levels at all times.
  • Collaborated with Transplant Coordinator to establish Pre Admission accounts for transplant patients.
  • Compiled comprehensive patient admission charts while maintaining HIPAA compliance.

Education

Some College (No Degree) - Liberal Arts And General Studies

St. Phillips College
San Antonio, TX

High School Diploma -

Sam Houston High School
San Antonio, TX

Skills

  • Financial verification and clearance processes
  • Problem-solving capabilities
  • Collaborative communication skills
  • Epic system usage proficiency
  • Google Workspace and MS Office applications
  • Teletrac software knowledge base
  • Paynav/Waystar
  • Financial Counseling
  • Insurance verification
  • Mentorship and training experience
  • Client relationship development skills
  • Experience in multiple healthcare settings
  • Communicating to patients and families
  • Patient advocacy initiatives
  • Medical terminology understanding
  • Effective communication techniques
  • HIPAA regulatory compliance

Personal Information

Title: Financial Counselor

Timeline

Financial Counselor

Conifer Health Solutions, CHI St. Luke’s Hospital Medical Center
01.2018 - Current

Patient Access Rep II

Conifer Health Solutions, CHI St. Luke’s Hospital Medical Center
01.2015 - 01.2018

Senior Admitting Interviewer

CHI St. Luke’s Hospital Medical Center
09.2008 - 01.2015

Some College (No Degree) - Liberal Arts And General Studies

St. Phillips College

High School Diploma -

Sam Houston High School
Jada Smith