Lead Financial Case Manager

Job Description

Job Description

This is not a remote position.

Advanced Recovery Systems is a behavioral healthcare management company focused on treating addiction, substance abuse, and mental health issues. We prioritize behavioral health and assist individuals in overcoming these challenges. With facilities across the U.S., we have been committed to this mission since our inception, employing advanced patient care approaches. Each facility aims to offer high-quality care through effective, evidence-based therapeutic models to help individuals lead healthy, fulfilling lives free from substance abuse and mental illness.

The Lead Financial Case Manager is a high-performing, lead-level individual contributor recognized for strong work ethic, dependability, financial counseling expertise, and the ability to provide hands-on support across Financial Case Management operations. The position supports site continuity, temporary caseload coverage, new-hire onboarding, workflow stabilization, financial documentation consistency, patient financial education, and assigned national initiatives while maintaining competency in all essential Financial Case Manager functions.

The Lead Financial Case Manager may not maintain a consistent individual caseload when assigned to site recovery, vacancy coverage, onboarding, or other operational priorities. Caseload expectations will be determined by the National Manager based on current organizational needs.

This position reports directly to the National Manager of Case Management and Finance Services. It is not a supervisory or management position. The Lead Financial Case Manager does not have authority over employee performance, discipline, scheduling, hiring, policy development, or SOP approval.

CORE JOB DUTIES:

1.Maintain competency in all essential Financial Case Manager duties and provide direct patient support or account coverage when assigned.

2.Review available benefit, account, and patient-responsibility information and provide clear, accurate financial education to patients or authorized representatives.

3. Discuss balances, deposits, deductibles, coinsurance, copayments, non-covered services, private-pay obligations, and other financial responsibilities in accordance with approved guidance.

4.Establish and document approved payment arrangements, obtain required initial payments when applicable, and coordinate unresolved financial concerns with Revenue Cycle Management and leadership.

5.Collaborate with Admissions, RCM, Case Management, Clinical Teams, and facility leadership to address financial barriers that may affect admission, treatment participation, discharge, or continuity of care.

6.Assist with COBRA coordination, verification of activation or premium requirements, and other coverage-related follow-up within the scope of the role.

7.Ensure financial counseling contacts, arrangements, commitments, barriers, and follow-up activities are documented accurately and timely in Avatar, Salesforce, and other approved systems.

8.Support Case Management functions when cross-coverage is assigned and competency has been established

9.Provide temporary account or caseload coverage during extended PTO, leaves of absence, vacancies, staffing transitions, or other operational needs.

10. Provide hands-on remote or onsite support to sites experiencing financial counseling backlogs, workflow challenges, documentation gaps, or operational recovery needs.

11.Assist with workload cleanup and stabilization before a new Financial Case Manager assumes responsibility for an assignment.

12.Support onboarding and practical training of newly hired Financial Case Managers on approved workflows, systems, documentation expectations, patient communication, and daily responsibilities.

13.Serve as a peer resource for routine financial counseling workflow questions and system navigation while escalating personnel, compliance, approval, or exception requests to the National Manager.

14.Reinforce approved national workflows, patient-service standards, payment-plan parameters, and same-day documentation expectations as directed by the National Manager.

15.Support accurate use of Avatar, Salesforce, tracking tools, account systems, and approved reporting platforms.

16.Reinforce documentation of communication with patients, Business Development, Admissions, Revenue Cycle, Case Management, and facility leadership so follow-up and financial barriers are visible and trackable.

17.Assist with review of assigned metrics, collection activity, workflow trends, site reports, and KPIs and communicate observations to the National Manager.

18.Assist with national projects, workflow implementation, quality-improvement initiatives, audits, and operational follow-up as assigned.

19. Serve as a routine operational resource when the National Manager is unavailable, without assuming management authority or approving financial exceptions.

20.Collaborate with the Lead Case Manager to support aligned patient service, cross-coverage, discharge planning, and national workflow implementation.

21.Other duties as assigned.

*This is an on-site position and requires regular attendance at the assigned facility. Based on business needs, this role may also require occasional travel for onboarding, training support, site stabilization, or operational recovery, as approved by leadership and budget guidelines.

Requirements

Education:

Bachelor’s Degree in health-related field preferred.

Minimum high school diploma required.

Experience:

Minimum two years of financial counseling, patient access, revenue cycle, or financial case management experience required; behavioral healthcare experience preferred.

Demonstrated record of reliability, strong performance, accurate documentation, and effective communication with patients and cross-functional teams.

Benefits

We offer great benefits including 401(k), paid time off plan, medical, dental, vision, and much more.