WELCOME TO FINANCIAL COUNSELING

Welcome to Financial Counseling area, where UTMB patients can obtain information, forms, and documents necessary to be financially screened.  The interview/screening process will determine if you are eligible to receive discounted medical services at UTMB.   You must be a current UTMB patient to be considered for discounted services at UTMB.   There are some exclusions that might prevent all patients from consideration of receiving a discount.  

****IMPORTANT NOTICE ABOUT YOUR
DISCOUNTED SERVICES AT UTMB****

UTMB is proud to serve as your partner in healthcare.   Because we value our relationship with you, we want to let you know about upcoming changes in policy that could effect you.   

As of October 1, 2007, the process of financial screening will include a review of your personal property and money (assets).  A small portion of the value of your property and money will now also be used in the financial screening process.   

Upon expiration of your account with UTMB, we will need you to submit information on all property and money in order for you to be considered for discounted services.   Your personal property includes, but are not limited to: equity value of property (except your main home), cars (except your main car), boats, motorcycles and travel trailers.   Money that would be reviewed is the value of cash, checking and savings account balances, Certificates of Deposit (CDs), stocks, bonds, retirement accounts (IRAs), mutual funds, oil leases, cash value life insurance, and any other account of value.  

The new policy requires that you submit documents related to your property and money when you apply for a discount.  These are required in addition to the paperwork needed in the past.  This includes a copy of your most recent income tax return or a notice of non-filing if an income tax was not filed.  SEE FORMS PAGE under Special Instructions for SELF-EMPLOYED INDIVIDUALS and/or NOTICE OF NON-FILING section.    Please review the list of approved documents with care to make sure you provide everything needed.  This will help us process your application more quickly.

Also, due to the new policy, your financial counseling interview will take more time than in the past.  Please schedule your interview to occur on a date prior to your clinic appointment date.  This allows you and UTMB enough time to complete the process.  It could also prevent a delay in getting needed health care services.   Please call us at (409) 772-6464 to schedule your financial counseling interview or to answer any questions you may have about the new policy.   You may also use this number to contact Financial Counseling staff to answer any questions you may have about the new policy.  

To learn more about the financial screening process, please see the process and forms pages.   Thank you for choosing UTMB for your health care needs.  We look forward to serving you in the future.