Patient Financial Counselor
CCRM Fertility
Job Description
Job Description
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. 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 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.
- ...Get AI-powered advice on this job and more exclusive features. Solace is a healthcare advocacy marketplace that connects patients and families to experts who help them understand and take charge of their personal health. About The Role As a Strategic Finance Associate...SuggestedWork at office3 days per week
$45k - $100k
...anticipated to remain open for 30 days, from 23-Jul-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$60k - $75k
...business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility...SuggestedFull timeWork at office- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Possess excellent communication skills, both written...SuggestedWork at officeShift workDay shift
$100k - $250k
We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient...Suggested- ...department that offers comprehensive training and perioperative patient care, pain management, and critical care medicine as well as... ...accounting and finance functions. The position is responsible for financial for financial operations and reimbursement processes, financial...Full timeWork experience placementWork at office
- ...corporate finance transactions. Requirements Experience at a peer firm representing lenders or borrowers. Proficiency in handling complex financial transactions. Education Juris Doctor (JD) degree required. Certifications Bar admission in the relevant jurisdiction. Skills...
$110k - $130k
...Role: Senior Financial Analyst Location: Menlo Park, CA Compensation Range: $110,000 - $130,000 About The Job: In this dynamic role, you’ll collaborate with our FP&A team and project management leaders to drive financial strategy and execution. Your keen analysis will...Work at officeLocal areaRemote work- ...transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect...Part timeImmediate startFlexible hours
$34 - $36 per hour
...accounting transactions and supporting documentation for accuracy, completeness, authorization, and compliance Review journal postings and financial records for consistency and accuracy Monitor accounting-system transactions and follow up on outstanding or unresolved items...Hourly payPermanent employmentTemporary workPart timeWork at officeRemote workShift work$36 per hour
...May be responsible for p-card administration, processing, travel cards and expendable reimbursements. May establish accounts in financial systems; prepare invoices. Review, process, gather, and compile accounting transactions and documents for completeness,...Contract workPart timeWork at officeRemote workMonday to Friday- ...Will this role extend or possibly convert to a Stanford FTE? Possibly Top 3 requirements to hire? Strongly prefer Stanford oracle financial experience, detail oriented, strong customer service skills Title: Finance Associate Location Address: Remote, with...Full timePart timeWork experience placementWork at officeLocal areaImmediate startRemote workShift work
$35 per hour
...3 Month Assignment (With possibility of extension) A leading university is seeking a Finance Associate to provide accounting and financial support by processing transactions, maintaining financial records, reviewing documentation for accuracy and compliance, supporting...Hourly payWork at officeMonday to FridayShift work- RFA is looking for a Philanthropy Associate to help create top-quality philanthropic experiences for our clients. You will work with staff and clients to help manage the flow of grant projects through their full lifecycle, from initial due diligence to final reporting....Work at office
- ...environment. The role offers part-time hours (20 per week) with potential extension based on performance, and occasional remote work with on-site meetings. Previous accounting experience is required, with a preference for Oracle Financials expertise. #J-18808-Ljbffr...Part timeCasual workRemote work
- DLA Piper seeks a Finance associate to join its Venture & Growth subgroup in California or New York offices (including Palo Alto, San Francisco, Los Angeles, New York, and San Diego). Candidates should have at least four years of lender-side representation for commercial...
$83.52k - $165.72k
...across AI, deeptech, and enterprise software globally. Our scale, patient capital, and access to strategic partnerships across the Aramco... ...through market, competitive, and technology analysis, financial modeling, data room reviews, management interviews, and reference...- Job Overview A law firm seeks a Mortgage Finance Associate in Palo Alto, CA. The ideal candidate will have a minimum of three years of experience in mortgage finance, including areas such as mortgage origination, warehouse financing, and securitization related to commercial...
$165k - $175k
...needs and achieving high levels of retention. Develop and communicate customized wealth planning strategies based on clients' financial goals, risk tolerance, and investment preferences. Serve as a secondary advisor for selected clients as needed. Onboard new...Local areaFlexible hours$260k - $365k
...venture lending transactions, leveraged buyouts, offerings of convertible, high-yield, and investment-grade notes, and other structured financial instruments. Be a part of our fast-paced, collegial, and team-oriented practice. Candidates must have superior academic...Temporary workWork at officeWork from homeFlexible hours$100.8k - $162.4k
...to clients, with the potential to lead less complex client relationships. ~ Advanced capability of all wealth, investment, and financial planning processes ~ Begins to prepare and make recommendations for client financial plans and investments and portfolio...Permanent employmentTemporary workWork at officeFlexible hours$35 - $36 per hour
...Process and review accounting transactions for accuracy, completeness, and policy compliance. Establish and maintain financial accounts within accounting systems. Prepare invoices and maintain accounting records and departmental documentation. Review...Hourly payContract workTemporary workPart timeRemote work- ...Generative AI, a suite of domain-specific generative AI offerings for the enterprise.Learn more at: C3 AI C3 AI is seeking a Sr. Financial Analyst to join our FP&A team in Redwood City. This is a broad, high-impact role touching all areas of FP&A - revenue, expenses,...Full timeWork at office
$86.1k - $107.2k
...involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment...Contract workFor contractorsFor subcontractorWork at officeLocal areaRemote work2 days per week$150k - $200k
...exceptional advice and service to clients, specifically in our Asian Wealth Advisory Practice. You will be the first call for any financial guidance and service that our clients need. You will be the primary point of contact for our Asian Clientele as well as the supporting...Work at officeRemote work2 days per week- ...We serve clients from collaborative teams, delivering bespoke, data-driven financial strategies built around the whole pattern of clients’ lives, not just their portfolios. The Associate Wealth Advisor is the relationship-forward member of a service team, carrying real...
$250k
...clients’ businesses and sources of wealth generation.* Anticipate events in a client’s life and business, which have significant financial implications.* Bring together the appropriate product experts to develop long-term solutions that strengthen client relationships...Full time$80k - $85k
...clients. The role works closely with Wealth Advisors to maintain and enhance client relationships and actively participate in the financial planning process. Hybrid Schedule – 3 days in office per week and 2 days remote, or as assigned by team leader. Primary Responsibilities...Work at officeRemote work3 days per week- ...clients’ businesses and sources of wealth generation. Anticipate events in a client’s life and business which have significant financial implications. Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. Build...
- ...Morgan Stanley is seeking a high-potential Private Banker to join the Private Banking Group in guiding Financial Advisors and clients on cash management and lending solutions. You will profile client bases, develop opportunities, and maintain a robust pipeline to meet...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Patient Financial Counselor. Be the first to apply!
- financial sales Menlo Park, CA
- financial institutions Menlo Park, CA
- financial software developer Menlo Park, CA
- financial Menlo Park, CA
- financial banking Menlo Park, CA
- finance financial Menlo Park, CA
- senior financial analyst fp&a Menlo Park, CA
- emergent financial group Menlo Park, CA
- associate corporate finance
- project finance associate



