Financial Counselor

Financial Counselor

The Financial Counselor is dedicated to the follow through of guidelines for financial counseling, financial assistance, and collection practices for all medically necessary services while ensuring access for all patients.

Essential Functions:

• Complete daily financial counseling workflow included but not limited to:
• Running Daily Schedules for consults, new/added procedures
• Completing VOB and cost estimates
• Collect on all time-of-service payments for patient responsibility
• Applying for financial assistance
• Applying for Medicaid/Medi-Cal
• Coordinate with Early out collections partner for payment plan and payment financing options

• Responsible for monitoring and collecting on all outstanding patient balances owed.
• Complete Applications for assistance and patient assistance programs based on clinic need.
• Apply and track all financial assistance applications in assist point.
• Ensure maximized assistance gained for all patients based on coverage needs.
• Coordinate educational calls with all patients to ensure financial literacy of their insurance and assistance options available according to their individual needs and eligibility.
• Conduct campaigns for patient education specific to open enrollment opportunities
• Initiate and track all charity care applications according to ION policy
• Work closely with other Onsite Financial Counselors, Patient Navigators, front office staff and clinical staff to ensure smooth collection process.
• Maintain month Key performance indicators establish both individually and in team setting.
• Deliver monthly KPI's to manager on time for prior month.
• Regular attendance and punctuality.

Qualifications:

• Ability to work a flexible schedule as necessary.
• Minimum of 1 year Financial Counseling and/or budget/credit analysis and counseling experience preferred
• 2 years' experience in medical office setting working with medical insurance, coding and financial matters or pharmacy technician preferred
• Working knowledge of medical terminology as well as ICD-9 and CPT codes.
• Strong written/verbal communication, financial assessment, advocacy and crisis response skills, applied within established guidelines of the center.
• Strong competency of Microsoft Word, Power point and Excel
• Associates Degree or an equivalent combination of education and experience preferred

Anticipated hourly range: $21.00 - $23.40 USD Hourly

Bonus eligible: No

Benefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being.

• Medical, dental and vision coverage
• Paid time off plan
• Health savings account (HSA)
• 401k savings plan
• Access to wages before pay day with myFlexPay
• Flexible spending accounts (FSAs)
• Short- and long-term disability coverage
• Work-Life resources
• Paid parental leave
• Healthy lifestyle programs

Application window anticipated to close: 08/05/2025 *if interested in opportunity, please submit application as soon as possible.

The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.

Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply. Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.