Regional Patient Financial Advocate

1 © Firstsource Solutions Limited | September 8, 2026

About Firstsource

Firstsource Solutions is a leading provider of customized Business Process Management (BPM)

services. Firstsource specialises in helping customers stay ahead of the curve through transformational

solutions to reimagine business processes and deliver increased efficiency, deeper insights, and

superior outcomes.

We are trusted brand custodians and long-term partners to 100+ leading brands with presence in the

US, UK, Philippines, India and Mexico. Our ‘rightshore’ delivery model offers solutions covering

complete customer lifecycle across Healthcare, Telecommunications & Media and Banking, Financial

Services & Insurance verticals.

Our clientele includes Fortune 500 and FTSE 100 companies

Job Title: Regional Patient Advocate

Job Type: Full Time

Grade: H1

Function/Department: Eligibility Services

Reporting to: Manager – Eligibility & Enrollment

Pay Range: XXXXX

Role Description: The Regional Patient Advocate is responsible to screen patients on-site at

hospitals for eligibility assistance programs. They travel within an assigned region to provide

additional coverage as needed, and to cover for Representatives who are ill, on vacation, on

leave or out of the office for any reason.

Roles & Responsibilities

• Provide regular updates and reports to our client contact(s) to ensure they are

informed about our progress.

• Potentially handle a small workload of accounts for resolution.

• Step in to cover facilities within a designated region when onsite representatives are

unavailable.

• Screen patients referred to Firstsource for eligibility assistance programs at the State,

County, and/or Federal levels.

• Initiate the application process at the patient's bedside whenever feasible.

• Identify the specific needs of patients and assist them in applying for assistance from

the appropriate agencies.

• Introduce patients to Firstsource services and inform them about our regular follow-

up regarding their progress.

• Establish a foundation for the Patient Advocate Specialist to build a positive rapport

with the patient.

• Clearly record all patient information on the designated in-house screening sheet and

2 © Firstsource Solutions Limited | September 8, 2026

• Document screening results in the hospital's computer system.

• Notify designated hospital employees promptly about the availability of assistance for

each patient.

• Perform fieldwork as necessary, including home visits to screen patients for eligibility

in State, County, and Federal programs.

• Fulfill other duties as assigned or required by the client contract.

• Foster a positive working relationship with hospital staff across all levels and

departments.

• Access information for the Patient Advocate Specialist as needed (discharge dates,

balances, itemized statements, medical records, etc.).

• Adhere to established policies and procedures as outlined in the Employee Handbook

and the Employee Code of Conduct.

• Stay informed about and actively participate in the Corporate Compliance Program.

• Assist with additional projects as directed by management.

Expected/Key Results

• Deliver high levels of Customer Satisfaction

• Meet quality scores

• Deliver the defined process specific metrics

• Adherence to process SOPs

• Schedule adherence

Preferred Educational Qualifications

• High school diploma or GED is required

Preferred Work Experience

• 1 – 3 years’ experience with medical billing, medical coding, eligibility (government or

hospital) or other pertinent medical experience is preferred

Competencies & Skills

• Essential proficiency in personal computer skills is expected.

• Capability to collaborate and communicate effectively with colleagues, patients,

external organizations, and hospital staff.

• Aptitude for maintaining a professional and polite demeanour consistently.

• Capacity to remain focused and productive even with minimal supervision.

• Display initiative and creativity in fulfilling job duties.

• Possess outstanding organizational abilities.

• Skill in prioritizing multiple tasks within a demanding work setting.