Screen patients to assess financial assistance eligibility and provide compassionate guidance on available programs.
Facilitate the application process for programs such as Medicaid, Medicare, Disability, and hospital charity care, ensuring timely submission of accurate documentation.
Act as a liaison between patients, hospital staff, and government agencies to establish eligibility, secure funding and resolve coverage issues.
Manage multiple patient cases, prioritizing tasks to meet deadlines and ensure effective follow-up on pending applications.
Clearly communicate financial obligations, funding options, and program details to patients in an empathetic and professional manner.
Maintain accurate and confidential records in compliance with HIPAA and organizational policies.
Consistently achieve productivity and quality metrics, contributing to the organization's financial counseling objectives.
Efficiently use multiple systems and databases to gather, track, and report on patient data.
Complete special projects, as assigned.
Requirements
High school diploma or GED
Proficiency in English and Spanish
At least 1 year of experience in a customer-facing role, preferably in healthcare or financial counseling.
Flexibility to provide support at nearby hospital locations within assigned market area, as needed for vacancy coverage.
Strong organizational skills with the ability to handle multiple priorities and maintain accuracy and attention to detail.
Excellent verbal and written communication skills, with the ability to explain complex information clearly and empathetically.
Ability to identify solutions to financial challenges, leveraging program knowledge to benefit patients.
Capability to work in a fast-paced environment with changing priorities and patient needs.
Demonstrate genuine care for patients’ needs and concerns, building trust and rapport.
Work effectively with colleagues, hospital staff, and external agencies to achieve shared goals.
Ensure all documentation is accurate, complete, and submitted on time.
Reliable internet connection and a secure workspace.
Experience in healthcare revenue cycle, financial counseling, or insurance verification (preferred).
Basic knowledge of state and federal assistance programs such as Medicaid, Medicare, and Social Security Disability (preferred).
Knowledge of medical terminology and healthcare accounts receivable processes (preferred).