Patient Financial Counselor
Colorado Center For Reproductive Medicine
Join CCRM Fertility
CCRM Fertility, a leader in fertility care with over 35 locations nationwide, is excited to announce the opening of a brand-new clinic. We are looking for passionate and driven individuals to help shape the future of fertility care in our community. This is a unique chance to be part of a dynamic, growing team where your contributions will have a direct impact on the clinic's success and the lives of the families we support. If you're eager to be part of an innovative and compassionate healthcare environment, we'd love to hear from you!
Come join CCRM Fertility, a global pioneer in fertility treatment, research, science, specializing in IVF, fertility testing, egg freezing, preimplantation genetic testing, third party reproduction and egg donation. As a member of CCRM Fertility's diverse team of professionals, you will be a part of helping families grow and changing lives. We take pride in providing our employees with meaningful employment, a supportive culture, and a well-balanced personal & work life alignment.
What We Offer Our Team Members:
- Generous Paid time-off (PTO) and paid holidays
- Medical, Dental, and Vision Insurance
- Health benefits eligible the first day of the month following your start date.
- 401(k) Plan with Company Match (first of the month following 2 months of service)
- Basic & Supplement Life Insurance
- Employee Assistance Program (EAP)
- Short-Term Disability
- Flexible spending including Dependent Care and Commuter benefits.
- Health Savings Account
- CCRM Paid Family Medical Leave (eligible after 1 year)
- Supplemental Options (Critical Illness, Hospital Indemnity, Accident)
- Professional Development, Job Training, and Cross Training Opportunities
- Bonus Potential
- Potential for Over-time Pay (Time and a half)
- Holiday Differential Pay (Time and a half)
- Weekend Shift Differential Pay ($4.00 per hour)
How You Will Make an Impact: The Patient Financial Counselor plays a vital role in managing the financial aspects of patient care and services. Their impact extends across various areas, contributing to the overall efficiency, patient satisfaction, and financial health of CCRM Fertility. Their efforts contribute to an efficient revenue cycle, increased patient satisfaction, and improved financial outcomes, ultimately enhancing the overall patient experience.
What You Will Do: The Patient Financial Representative coordinates the financial aspects of a patient's while fostering a positive and memorable patient experience. This role educates patients on financial services and the steps/timeline to receive payment from the patient(s) insurance and must be accessible to patients to serve as a resource for all financial matters regarding their care. The Patient Financial Representative reports to the Business Office Manager.
- Insurance verifications for all patients prior to the New Patient appointment and treatment cycle.
- Verify insurance benefits have been entered in the practice management system and track any insurance changes that occur during their course of care.
- Collect payments from patients prior to the scheduled service.
- Ensure valid insurance information is available in the patient's chart.
- Serve as the patient's primary point of contact for financial matters and ensure the patient knows the Patient Financial Services guidelines and policies during the course of care.
- Address insurance coverage discrepancies (following verification) with the patient and serve as an advocate for patients experiencing difficulty with the insurance process.
- Identify and perform pre-certification(s) required by the patient's insurance for general medical service, infertility diagnostic service, infertility treatment service, obstetrical care service, etc.
- Determine and communicate patient financial responsibility based on pre-certification, prior to any procedures and obtain written pre-authorization documentation.
- Identify patients eligible to proceed with ART care, provide ART Financial Consult, and obtain payments prior to care, in accordance with Care Center guidelines.
- Serve as a resource to Care Teams regarding insurance coverage limitations on a patient's care plan.
- Other duties assigned.
What You Bring:
- High School Diploma or GED required.
- 1+ year medical billing experience preferred.
- Previous experience in reproductive medicine or Women's health preferred.
- Prior experience with Athena preferred.
- Occasionally availability to work weekends and holidays, on a rotating basis.
Working Conditions: The physical demands described here are representative of those which should be met, with or without reasonable accommodation (IAW ADA Guidelines), by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate with others, frequently required to sit at a desk, work on a computer, and spend prolonged periods preparing and analyzing data and figures. Will occasionally stand and/or walk; use hands and fingers to grasp, pick, pinch, type; and reach with hands and arms. Employees are required to have close visual acuity to perform an activity such as viewing a computer terminal; extensive reading; operation of standard office machines and equipment (computer, telephone, photocopier, and scanner).
CCRM's Compensation: The salary range represents the national average compensation for this position. The base salary offered will vary based on location, experience, skills, and knowledge. The pay range does not reflect the total compensation package. Our rewards may include an annual bonus, flexible work arrangements, and many other region-specific benefits.
Pre-Employment Requirements: All offers of employment are conditional upon the successful completion of CCRM Fertility's onboarding process, including verification of eligibility and authorization to work in the United States. This employer participates in the E-Verify Program in order to verify the identity and work authorization of all newly hired employees.
Equal Employment/Anti-Discrimination : We are an equal-opportunity employer. In all aspects of employment, including the decision to hire, promote, discipline, or discharge, the choice will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Colorado Center For Reproductive Medicine- Pacific Fertility Center in San Francisco is seeking a Medical Financial Counselor to ensure accurate processing of patient accounts. This role involves providing financial counseling, verifying insurance, and accommodating payment plans to ensure patients have access...Suggested
$25 - $28 per hour
Indiana Fertility Institute is seeking a Medical Financial Counselor in San Francisco, California. The role involves providing financial counseling, verifying insurance, and managing patient accounts in a compassionate manner. Ideal candidates should have at least 2 years...SuggestedHourly pay$30.98 - $34.88 per hour
About This Role Department Reports to Director of Patient Financial Services Type Requisition # 12658 Position Summary The Patient Financial Advisor (PFA) offers financial advice and assistance to patients regarding medical bills. PSA is the liaison between patients and...SuggestedHourly payWork at office- ...Insurance Verifier/Financial Advisor The primary purpose of the Insurance Verifier/Financial Advisor position is to ensure that appropriate... ...resources are in place for services provided, or that patients are screened for potential Medi-Cal or Charity Care qualification...SuggestedWork experience placementWork at office
- Prelude Fertility, Inc. in San Francisco is hiring a Medical Financial Counselor. This role is pivotal in assisting patients with financial guidance related to their accounts and insurance, ensuring accurate billing and collections. The ideal candidate should have a minimum...Suggested
$25 - $28 per hour
Our Medical Financial Counselor is responsible for ensuring correct processing of all patient accounts and coordinating all facets for patient accounts, credits and collection of Accounts Receivable. This role ensures duties are completed accurately and timely while acting...Hourly payExtra incomeFull timeWork at officeMonday to Friday- Aspire Fertility Austin is seeking a Medical Financial Counselor to handle patient accounts, insurance verifications, and financial counseling. This role emphasizes providing clear guidance to patients about their financial options and maintaining thorough documentation...
$150k - $180k
...Hospital-Quality Care, Everywhere The healthcare industry still relies on faxes and phone tag to coordinate critical care for patients at home. We think patients and the clinicians who serve them deserve better than a system stuck in 1995. Verse Medical is building...Work at office$150k - $180k
A healthcare technology firm in San Francisco is seeking a Strategic Finance professional to help improve home care for patients. You will be involved in building frameworks, generating insights for critical decisions, and influencing various departments. The role requires...Work at office$60k - $75k
...Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides...Work at officeWork from home$120k - $165k
...A leading consulting firm is seeking a Business Advisory Associate to support engagement teams with financial modeling, industry research, and client collaboration. Candidates should have at least three years of related experience and a BS/BA in Accounting, Finance, or...$75k - $100k
...cardiac test supported by the ACC/AHA Chest Pain Guidelines called the Heartflow FFRCTAnalysis—provides a color‑coded, 3D model of a patient’s coronary arteries indicating the impact blockages have on blood flow to the heart. Heartflow is the first AI‑driven non‑invasive...Local areaWorldwideRelocation- Empirical Wealth Management is a rapidly growing financial services firm, currently directing the financial lives and managing assets for hundreds of individuals and businesses. We seek high caliber individuals who will succeed in a high opportunity business environment...
$75k - $90k
Financial Advisor Opportunities San Francisco, CA, New York, NY, Houston, TX, Chicago, IL A premier global investment banking and wealth management firm is seeking two high-performing Financial Advisors to join our expanding advisory teams in the San Francisco, New York...$85k
WHAT IS THE OPPORTUNITY? Less experienced Financial Advisors (FA) will work in tandem with an assigned Senior Financial Advisor (SFA) to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for the assigned territory...Remote workShift work- A leading financial institution in San Francisco seeks a qualified candidate for a client-facing role, providing financial advice and guidance while building strong relationships with clients. This position requires effective communication, demonstrated sales experience...
- About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
$45k - $100k
...6. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long‑term financial goals...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- A leading financial services firm is looking for motivated individuals to become financial advisors. The role involves building client relationships, understanding financial goals, and providing tailored strategies. Candidates should have a passion for financial services...
$150k - $175k
A rapidly growing wealth management team overseeing approximately $3.5B in assets under management is seeking an experienced VP Financial Advisor located in South San Francisco or within a 25-mile radius. This individual will primarily focus on generating new business...Work at office$69k - $127.8k
Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and services...Part timeLocal area$61k - $119k
Northwestern Mutual is looking for a Financial Advisor in San Francisco, California. This role involves growing a client base, creating personalized financial plans, and managing client finances to ensure success. The position offers performance-based earnings, with typical...$75k - $90k
Valued Merchant Services is looking for high-performing Financial Advisors in San Francisco. This role promises an opportunity to join a premier investment banking and wealth management firm that offers sophisticated wealth strategies and elite client service. Candidates...$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- Northwestern Mutual in San Francisco seeks a Financial Advisor to help clients with financial planning and achieve their goals. As an independent contractor, you'll build your business through client relationships and tailored financial plans. The role offers competitive...For contractors
- Job Description The Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the...
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
$100k - $145k
Finovate, a leading independent Wealth Management firm, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development strategies....Temporary work$76.5k - $90k
Overview Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team,...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Patient Financial Counselor. Be the first to apply!
- entry level financial advisor San Francisco, CA
- jde finance consultant San Francisco, CA
- oracle financial consultant San Francisco, CA
- financial advisor San Francisco, CA
- financial planner cfp San Francisco, CA
- financial planner San Francisco, CA
- senior financial advisor San Francisco, CA
- financial planning assistant San Francisco, CA
- financial advisor associate San Francisco, CA
- associate financial representative San Francisco, CA


