patient service rep Brown Health Medical Grouppatient service repPawtucket, Rhode IslandThe core Success Factors include: Instill Trust and Value Differences Patient and Community Focus and Collaborate RESPONSIBILITIES: Oversees patient financial process to ensure patient payments (co-payments, deductibles, self pay) are obtained at time of service and are properly processed. The Patient Service Representative greets patients, performs registration check-in functions, answers phones, schedules patient appointments, obtains referrals and authorizations, processes forms, and performs discharge process.
Customer Service Representative South Shore Health Systems IncCustomer Service RepresentativeWeymouth, MA$16.16–$21.75 / hourj - Acts as the front-line liaison for all internal Brigham and Women's Cancer Center in Clinical Affiliation with South Shore Hospital departments and South Shore Hospital's Engineering Services, Nutrition and Food Services, Birthing Unit, Pediatric Meal Service, Maternity Services. 3 - Provides class/program registration for all Brigham and Women's Cancer Center in Clinical Affiliation with South Shore Hospital educational programs and South Shore Hospital's Community Benefits Programs.
Customer Service Representative AmeriVetCustomer Service RepresentativeMedway, MassachusettsPerforms end-of-day procedures each evening, including balancing the cash drawer, running daily reports, preparing and making a bank deposit as needed, and presenting reports and deposit receipts to the Practice Manager or owner. Follows established hospital guidelines for communicating with clients in different types of situations, such as general inquiries, scheduling appointments, routine and non-routine medical questions, patient emergencies, and prescription refills.
Customer Service Representative / Inbound Call Center South Shore HealthCustomer Service Representative / Inbound Call CenterWeymouth, MA$18.20–$26 / hourj- Acts as the front-line liaison for all internal Brigham and Women's Cancer Center in Clinical Affiliation with South Shore Hospital departments and South Shore Hospital's Engineering Services, Nutrition and Food Services, Birthing Unit, Pediatric Meal Service, Maternity Services. 3- Provides class/program registration for all Brigham and Women's Cancer Center in Clinical Affiliation with South Shore Hospital educational programs and South Shore Hospital's Community Benefits Programs.
Customer Service Representative - Behavioral Health (Monday-Friday 11:00AM-7:30PM EST) CVS Health CorpCustomer Service Representative - Behavioral Health (Monday-Friday 11:00AM-7:30PM EST)RI$17–$31.30 / hourOur teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong. This role provides advocate care to assist the member with a clear path to care, claims understanding and resolution and educates the member with online resources.
Customer Service Representative CVS Health CorpCustomer Service RepresentativeRI$17–$28.46 / hourOur teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong. One year work experience with Windows-based applications like Windows, Microsoft Office, internet navigation, and email applications.
Client Service Representative VCA IncClient Service RepresentativeFairhaven, MA$16–$23.51 / hourThe CSR is responsible for greeting clients, offering refreshments, checking patients in, answering a multi-line phone system in a professional manner, scheduling appointments, preparing medications, and serving as a liaison between clients and doctors. Other duties including confirming appointments, relaying basic lab results, responding to text messages and emails, and handing out treats and showing compassion to our furry patients.
Intake Customer Service Representative (Per Diem) Care New England Health SystemIntake Customer Service Representative (Per Diem)Warwick, Rhode IslandPer diemAbout Us: Care New England Health System (CNE) and its member institutions, Butler Hospital, Women & Infants Hospital, Kent Hospital, VNA of Care New England, Integra, The Providence Center, and Care New England Medical Group, is a trusted, integrated health care organization that fuels the latest advances in medical research, attracts the nation’s top specialty-trained doctors, hones renowned services and innovative programs, and engages in the important discussions people need to have about their health and end-of-life wishes. Job Summary: To continue “bringing the caring home and keeping the heart in all we do” the Intake Customer Service person ensures intake information meets established admission criteria and is processed accurately and efficiently to the appropriate team in order to service the patient in a timely manner.
Client Service Representative Vicar Operating dba VCAClient Service RepresentativeFairhaven, MassachusettsThe CSR is responsible for greeting clients, offering refreshments, checking patients in, answering a multi-line phone system in a professional manner, scheduling appointments, preparing medications, and serving as a liaison between clients and doctors. Other duties including confirming appointments, relaying basic lab results, responding to text messages and emails, and handing out treats and showing compassion to our furry patients.
Customer Service Representative George Washington TomaCustomer Service RepresentativeEast Weymouth, MassachusettsWe are a family‑owned appliance and television dealer in business since 1953 and proud to be voted the Reader’s Choice Award for “the Best Place to Buy Appliances South of Boston” for over 20 years in a row. About Us: George Washington Toma has built a trusted reputation in the East Weymouth, MA community by delivering exceptional service and quality that customers rely on time and time again.
Client Service Representative Supervisor VCA IncClient Service Representative SupervisorStoughton, MA$22–$24 / hourUnder direction from the Hospital Manager/Administrator, the Client Service Supervisor performs a wide range of difficult-to-complex administrative activities related to quality patient care and excellent client service, management of finances and accounting, marketing and promotion of services, staffing and human resources, and discretionary activities that serve to support effective business operations. Strong candidates will have supervisory experience, a positive attitude, a friendly demeanor towards both animals and people, will be detail oriented, have the ability to multi-task and can demonstrate the importance and understanding of high quality customer service.
Experienced Client Service Representative VCA IncExperienced Client Service RepresentativeUxbridge, MA$15–$18 / hourThe Client Service Representative is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms. Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control).
Guest Services Representative / Diet Technician South County HospitalGuest Services Representative / Diet TechnicianWakefield, RIPatient customer service related to meal service such as review/selection of menu with patients, meal delivery to patients, understanding of diet orders an ability to translate into menu selections and understanding. Courses in nutrition preferred.
Experienced Client Service Representative Vicar Operating dba VCAExperienced Client Service RepresentativeUxbridge, MassachusettsThe Client Service Representative is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms. Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control).
Customer Service Representative PROVIDENCE COMMUNITY HEALTH CENTERS, INC., THECustomer Service RepresentativeProvidence, RIAnswers incoming calls to all Health Center sites, gathers accurate information from the caller and delivers the necessary information or service by assisting the caller directly or routing the call appropriately. Gathers information from caller and schedules appointment appropriately while insuring accuracy of Health Center, provider, date, time, and reason for visit.
Mobile Customer Service Representative - Part-time Rhode Island Blood CenterMobile Customer Service Representative - Part-timeProvidence, Rhode IslandPart timeOverview: Founded in 1979, Rhode Island Blood Center (RIBC) has served Rhode Island and the New England area for more than 45 years, delivering more than 90,000 lifesaving blood products annually to 50+ hospitals, EMS and healthcare partners. Kimball Research Institute is a leader in hematology and transfusion medicine research, dedicated to the study, prevention, treatment and cure of bloodborne and blood-related diseases.
Hospital Services Representative/Driver Rhode Island Blood CenterHospital Services Representative/DriverProvidence, Rhode IslandFull timeOverview: Founded in 1979, Rhode Island Blood Center (RIBC) has served Rhode Island and the New England area for more than 45 years, delivering more than 90,000 lifesaving blood products annually to 50+ hospitals, EMS and healthcare partners. • Maintains a high level of customer service, ensuring that every effort is made to meet the needs of both internal and external customers, including friendliness, understanding and empathy, fairness, providing options and alternatives, and sharing information.
Client Service Representative Rarebreed Veterinary PartnersClient Service Representativemendon, MA$19–$22 / hourAs part of our team, you'll work with the latest technology, gain access to state-of-the-art training facilities, and collaborate with a positive team to deliver the highest quality of care to the pet patients we all love. Rarebreed Veterinary Partners is a purpose-driven team that places talent first by supporting professionals to thrive in our industry and empowering hospital teams to provide exceptional care for pets and their owners.
Client Service Representative - Per Diem Rarebreed Veterinary PartnersClient Service Representative - Per DiemWarwick, RIRarebreed Veterinary Partners is a purpose-driven team that places talent first by supporting professionals to thrive in our industry and empowering hospital teams to provide exceptional care for pets and their owners. FOR RHODE ISLAND APPLICANTS: IF YOU PROVIDE FALSE INFORMATION ABOUT YOUR ABILITY TO PERFORM THE ESSENTIAL FUNCTIONS OF THE JOB, WITH OR WITHOUT ACCOMMODATIONS, YOU MAY BE BARRED FROM FILING A CLAIM UNDER THE PROVISIONS OF THE WORKERS' COMPENSATION ACT OF THE STATE OF RHODE ISLAND.
MH Patient Access Coordinator I MHS Brown University Health TauntonMH Patient Access Coordinator IMassachusettsEnsures the integrity of all data collected at time of registration to ensure accurate patient identification, helps ensure patient safety; collects and/or facilitates accurate and timely payment for services provided, and delivers superior customer service to internal and external customers. Brown University Health employees are expected to successfully role model the organization's values of Compassion, Accountability, Respect, and Excellence as these values guide our everyday actions with patients, customers and one another.
patient access coordinator MHS Brown University Health Tauntonpatient access coordinatorMassachusettsEnsures the integrity of all data collected at time of registration to ensure accurate patient identification, helps ensure patient safety; collects and/or facilitates accurate and timely payment for services provided, and delivers superior customer service to internal and external customers. Brown University Health employees are expected to successfully role model the organization's values of Compassion, Accountability, Respect, and Excellence as these values guide our everyday actions with patients, customers and one another.
SAH Patient Access Coordinator I Brown University HealthSAH Patient Access Coordinator IAttleboro, MA$17.77–$25.88 / hourThe employee may perform or have exposure to the following 50 - 75%: (Cut/paste from list of options below) The employee may perform or have exposure to the following 25 - 50%: Stand / walk Stoop, kneel, crouch, or crawl Lift up to 50 lbs Exposure to Outdoor Weather Conditions Exposure to Work in High Precarious Place Exposure to toxic or caustic chemicals Exposure to dust or other irritants Vision Requirements: Close vision Distance vision Color vision Peripheral vision Depth perception Ability to adjust focus Exposure to infectious/contagious diseases Exposure to cleaning agents/chemicals Exposure to a moderate noise level. SUMMARY: Ensures the integrity of all data collected at time of registration to ensure accurate patient identification, helps ensure patient safety; collects and/or facilitates accurate and timely payment for services provided, and delivers superior customer service to internal and external customers.
patient access coordinator Brown University Healthpatient access coordinatorMorton, MA$20.01–$29.21 / hourEnsures the integrity of all data collected at time of registration to ensure accurate patient identification, helps ensure patient safety; collects and/or facilitates accurate and timely payment for services provided, and delivers superior customer service to internal and external customers. Brown University Health employees are expected to successfully role model the organization's values of Compassion, Accountability, Respect, and Excellence as these values guide our everyday actions with patients, customers and one another.
MH Patient Access Coordinator I Brown University HealthMH Patient Access Coordinator IMorton, MA$20.01–$29.21 / hourEnsures the integrity of all data collected at time of registration to ensure accurate patient identification, helps ensure patient safety; collects and/or facilitates accurate and timely payment for services provided, and delivers superior customer service to internal and external customers. Brown University Health employees are expected to successfully role model the organization's values of Compassion, Accountability, Respect, and Excellence as these values guide our everyday actions with patients, customers and one another.
Patient Advocate - Rhode Island (RI) Remote Medical Inc.Patient Advocate - Rhode Island (RI)Providence, RIUnder indirect supervision, provides and manages access to local medical care in the area of operation, providing support to RMI Global Coordination Centre (GCC) in the security and receipt of payments to third. Manage the welfare of patients through any admission to a medical facility, ensuring that the patient is comfortable, understands the treatment being provided and meet reasonable requests for support.
Sr Patient Scheduler TMH The Miriam HospitalSr Patient SchedulerRhode IslandMonitors inpatients, emergency room patients and/or outpatients to ensure that their stay in the designated Diagnostic Imaging Department and / or MDIC area is as comfortable and safe as possible. Assists Manager in coordination, securing, and assigning necessary coverage for all modalities to ensure adequate staffing level at all times, Assists in the orientation and training of new clerical staff to ensure consistency in practice among all modalities.
Patient Experience Rep I - Ophthalmology (Needham & Worcester) Boston Children's HospitalPatient Experience Rep I - Ophthalmology (Needham & Worcester)Worcester, MA$19.06–$27.64 / hourPosition Summary: The Patient Experience Representative I works under close supervision to provide support to the administrative operations of a clinical service and works to ensure the best possible patient experience by effectively coordinating services to patients and families. Key Responsibilities: Provides positive and effective customer service to patients, families, and visitors, responding to routine inquiries and involving supervisors for complex issues.
NewPatient Care Technician - PCT - Training Provided Fresenius Medical CarePatient Care Technician - PCT - Training ProvidedQuincy, MassachusettsAssist other health care members in providing patient specific detailed education regarding adequacy measures where appropriate - Online Clearance Monitoring (OLC), Adequacy Monitoring Program (AMP), Urea Kinetic Modeling (UKM), and regarding disease process/access. Supports the organization commitment to the Quality Enhancement Program (QEP) and CQI Activities, including those related to patient satisfaction and actively participates in process improvement activities that enhance the likelihood that patients will achieve the organization Quality Enhancement Goals (QEP).
Patient Access Rep GHI Gateway HealthcarePatient Access RepPawtucket, Rhode Island$18.13–$29.90 / hourINTERPERSONAL FACTORS: Must be able to appreciate the sensitive/private nature and legal status of information about individual clients obtained, maintained, or used by Gateway Healthcare Inc. and to not access, use, disclose, or request such information about a client unless necessary to the performance of his/her job. Uses and accesses information in client’s health information record or about a client only as necessary to actual duties and then only in accordance with access levels assigned to this position by Gateway Healthcare Inc. from time-to-time and in accordance with Gateway Healthcare Inc. policies, rules, and procedures as adopted by Gateway Healthcare Inc. from time-to-time.
Patient Care Technician - PCT - Training Provided Fresenius Medical Care AG & Co KGaAPatient Care Technician - PCT - Training ProvidedWestwood, MA$20–$25 / hourEducation: Assist other health care members in providing patient specific detailed education regarding adequacy measures where appropriate - Online Clearance Monitoring (OLC), Adequacy Monitoring Program (AMP), Urea Kinetic Modeling (UKM), and regarding disease process/access. Supports the organization commitment to the Quality Enhancement Program (QEP) and CQI Activities, including those related to patient satisfaction and actively participates in process improvement activities that enhance the likelihood that patients will achieve the organization Quality Enhancement Goals (QEP).
Patient Care Technician - PCT Fresenius Medical CarePatient Care Technician - PCTMilford, Massachusetts$17–$27 / hourAssist other health care members in providing patient specific detailed education regarding adequacy measures where appropriate - Online Clearance Monitoring (OLC), Adequacy Monitoring Program (AMP), Urea Kinetic Modeling (UKM), and regarding disease process/access. Supports the organization commitment to the Quality Enhancement Program (QEP) and CQI Activities, including those related to patient satisfaction and actively participates in process improvement activities that enhance the likelihood that patients will achieve the organization Quality Enhancement Goals (QEP).
Patient Access Rep PD Brown University HealthPatient Access Rep PDNewport, RI$18.13–$29.90 / hourCommunicates with Financial Counselor/Pre-Registration Office to obtain authorizations not obtained at, or prior to, time of service Asks patient for Advance Directive and includes with admission paperwork to go to nursing unit, provides patients with information on Advance Directives if one is not prepared. SUMMARY: Under the general supervision of the Supervisor, and according to established policies and procedures, interviews and registers all patients (Inpatient and Observation, Emergency, and Outpatients) to obtain demographic, third party insurance and related financial information, and enters to on-line computer system.
Patient Care Coordinator Bilingual Preferred Ortho Sport and Spine PhysiciansPatient Care Coordinator Bilingual PreferredWorcester, MAThe Patient Care Coordinator position is responsible for welcoming patients, setting appointments, and checking patients in and out, while maximizing patient satisfaction and utilization of treatment rooms. The practice specializes in providing state-of-the-art, minimally invasive treatment of complex neck and spine problems, as well as sports related injuries and conditions.
Patient Care Technician - PCT Fresenius Medical Care AG & Co KGaAPatient Care Technician - PCTMilford, MA$17–$27 / hourEducation: Assist other health care members in providing patient specific detailed education regarding adequacy measures where appropriate - Online Clearance Monitoring (OLC), Adequacy Monitoring Program (AMP), Urea Kinetic Modeling (UKM), and regarding disease process/access. Supports the organization commitment to the Quality Enhancement Program (QEP) and CQI Activities, including those related to patient satisfaction and actively participates in process improvement activities that enhance the likelihood that patients will achieve the organization Quality Enhancement Goals (QEP).
Sr Patient Scheduler Brown University HealthSr Patient SchedulerProvidence, RI$19.97–$32.96 / hourMonitors inpatients, emergency room patients and/or outpatients to ensure that their stay in the designated Diagnostic Imaging Department and / or MDIC area is as comfortable and safe as possible. Assists Manager in coordination, securing, and assigning necessary coverage for all modalities to ensure adequate staffing level at all times, Assists in the orientation and training of new clerical staff to ensure consistency in practice among all modalities.
Patient Access Rep Brown University HealthPatient Access RepPawtucket, RI$18.13–$29.90 / hourINTERPERSONAL FACTORS: Must be able to appreciate the sensitive/private nature and legal status of information about individual clients obtained, maintained, or used by Gateway Healthcare Inc. and to not access, use, disclose, or request such information about a client unless necessary to the performance of his/her job. Uses and accesses information in client's health information record or about a client only as necessary to actual duties and then only in accordance with access levels assigned to this position by Gateway Healthcare Inc. from time-to-time and in accordance with Gateway Healthcare Inc. policies, rules, and procedures as adopted by Gateway Healthcare Inc. from time-to-time.
Contact Center Representative South County HospitalContact Center RepresentativeRI$19.92–$24.56 / hourMinimum Qualifications: Upbeat, positive person who enjoys helping others with superb customer service, teamwork, and conflict resolution skills; basic knowledge of EHR programs, medical terminology; efficient time management skills and ability to multi-task; excellent writing, oral, and interpersonal communication skills; comfortable working in fast-paced environment; strong communication and active listening skills; exceptional organizational, planning, coordinating and collaborating skills; strong understanding and comfort level with computer system. Job Summary: On-call Representatives are responsible to answer all calls received in a courteous and professional manner and see all calls through to resolution, collaborating with other staff as needed, to ensure that patients, providers, and/or staff, have the information and assistance they need and maintain SCHs positive reputation.
Patient Access Rep PD NPT Newport HospitalPatient Access Rep PDRhode IslandSUMMARY: Under the general supervision of the Supervisor, and according to established policies and procedures, interviews and registers all patients (Inpatient and Observation, Emergency, and Outpatients) to obtain demographic, third party insurance and related financial information, and enters to on-line computer system. Refers insured patients who cannot meet their financial obligations including previously incurred hospital balances, current admission/outpatient expected non-covered charges and ABN's to Patient Financial Advocates (in accordance with department policy).
Representative I - RX Comm Apidel TechnologiesRepresentative I - RX CommCumberland, RIContractorAdditionally, this person will re-verify insurance coverage for existing patients in order to process patient prescription needs successly and demonstrate excellent customer services to patients, healthcare professionals, and insurance carriers. Tasks for Customer Service Rep can differ per location: Effective delivery of company products and services (40%) Responds to telephone inquiries and orders from homecare patients and referral sources.
Operations Representative II Medicare Coverage Support Veterans Sourcing GroupOperations Representative II Medicare Coverage SupportPlease note: Actual location may vary., RIRemoteThe Operations Representative II will support Medicare members, prescribers, and healthcare providers by processing coverage-related requests through phone and fax channels. This position requires strong attention to detail, professional communication skills, and the ability to navigate multiple systems in a regulated, productivity-driven environment.
NewBusiness Office Representative 40D Care New England Health SystemBusiness Office Representative 40DProvidence, Rhode IslandFull timeAbout Us: Care New England Health System (CNE) and its member institutions, Butler Hospital, Women & Infants Hospital, Kent Hospital, VNA of Care New England, Integra, The Providence Center, and Care New England Medical Group, is a trusted, integrated health care organization that fuels the latest advances in medical research, attracts the nation’s top specialty-trained doctors, hones renowned services and innovative programs, and engages in the important discussions people need to have about their health and end-of-life wishes. Performs discharge functions, including scheduling of multiple physician appointments, Manages patient data, charts and files with patient financial process to ensure payment of services provided.
NewMale Drug Screening Representative (Full Time) Avertest LLCMale Drug Screening Representative (Full Time)Quincy, MAWe partner with courts, treatment programs, and social service agencies across the country to provide accurate, compassionate drug testing and monitoring services. You'll be responsible for collecting and processing urine samples, maintaining accurate records, and ensuring each patient is treated with respect, dignity, and professionalism.
NewFemale Drug Screening Representative (Full-Time) Avertest LLCFemale Drug Screening Representative (Full-Time)Taunton, MAWe partner with courts, treatment programs, and social service agencies across the country to provide accurate, compassionate drug testing and monitoring services. You'll be responsible for collecting and processing urine samples, maintaining accurate records, and ensuring each patient is treated with respect, dignity, and professionalism.
NewInside Sales Representative, Westborough, MA LabcorpInside Sales Representative, Westborough, MAMassachusettsLabcorp is a global leader in laboratory services, providing the insights and answers that help healthcare providers, patients, researchers, pharmaceutical companies and health systems make confident decisions and improve outcomes. As we shape the future of healthcare, we are leveraging advanced technologies, intelligent digital solutions and data-driven innovation across our operations to enhance how work gets done and deliver greater value to customers and patients.
Pharmaceutical Representative Innovativ Pharma, Inc.Pharmaceutical RepresentativeNewport, RI$89,105–$120,317Build strategic customer relationships at general practices, hospitals, and specialty clinics to foster a long-term professional relationship based on service, product knowledge, integrity and trust, and favorably position for future product launches. Develop a strong alliance with the Pharmaceutical Sales Representative team to ensure the appropriate level of cross-functional support and communication to develop and execute effective pull-through strategies.
Registration Representative UMass Memorial HealthRegistration RepresentativeMilford, MassachusettsExceptional patient care, academic excellence and leading-edge research make UMass Memorial the premier health system of Central Massachusetts, and a place where we can help you build the career you deserve. Collects patient liabilities including deductibles, copays, coinsurances, self-pay payments, cosmetic procedure payments, and patient balances as appropriate, prior to or on the date of service.
Operations Representative II – Medicare Coverage Support Veterans Sourcing GroupOperations Representative II – Medicare Coverage SupportWoonsocket, RIRemoteThe Operations Representative II will support Medicare members, prescribers, and healthcare providers by processing coverage-related requests through phone and fax channels. This position requires strong attention to detail, professional communication skills, and the ability to navigate multiple systems in a regulated, productivity-driven environment.
NewSpecialty Sales Representative - Dermatology - Springfield, MA 3312 Takeda Pharmaceuticals AmericaSpecialty Sales Representative - Dermatology - Springfield, MAMassachusettsThe actual hourly wage offered may depend on a variety of factors, including the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, and the location in which the applicant lives and/or from which they will be performing the job. Establish professional working relationships with Health Care Providers, decision makers, support staff, and influencers within assigned territory to support the use of the company's products through developing and applying clinical and business expertise, and effective selling skills.
Part Time Call Center Representative Trainee Rockland Trust CompanyPart Time Call Center Representative TraineeFranklin, MAAs a Call Center Representative, you will have many opportunities to provide exemplary service to our customers and colleagues, as well as support our communities through outreach and volunteer work. We handle it all - from loans to checking accounts, online banking, and more - you will engage customers in all areas of banking, as well as identify any financial needs they may have.
Call Center Representative - Brockton Rockland Trust CompanyCall Center Representative - BrocktonBrockton, MA$19–$21 / hourAs a Call Center Representative, you will have many opportunities to provide exemplary service to our customers and colleagues, as well as support our communities through outreach and volunteer work. We handle it all - from loans to checking accounts, online banking, and more - you will engage customers in all areas of banking, as well as identify any financial needs they may have.