Patient Financial Counselor

Job Description

Job Description

CCRM Fertility, a leader in fertility care with over 30 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. For more information, visit 

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 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 Patient Engagement 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.