Patient Financial Advisor

Position Title Patient Financial Advisor (Full Time) Position Summary The Patient Financial Advisor is responsible for providing financial assistance to all patients and families throughout the health system, helping them secure payer sources including insurance coverage, Medicaid, Medicare, and other available resources. Responsibilities and Essential Job Functions Contact the patient or family by phone or in person to gather information about sponsorship linkage, including health insurance, homeowner’s insurance, workers’ compensation insurance, pre-paid packages, grants, studies, COBRA, VA benefits, crime victim, auto insurance, Medicaid or Medicare. Comply with Medicare/Medicaid rules and regulations. Screen patients with financial needs and assist them in finding payment resolution for their accounts—negotiating settlements, public assistance, payment arrangements, charity or bad debt. Update patient account and demographic information appropriately. Review the account within one business day to ensure verification and pre-certification are complete and accurate. Determine possible Medicaid or disability linkage for patients as needed. Negotiate settlements or make payment arrangements; screen for partial or full charity and complete the financial assessment application. Recommend accounts for collections or bad debt if the patient is uncooperative. Work daily WQS consisting of all unsecured accounts, taking appropriate actions such as phone calls, written communication, and using appropriate codes and time frames. Assist walk‑in customers requesting assistance and address customer service calls with questions. Process Care Management Team referrals for sponsorship. Responsible for point-of-service collections and EPIC documentation when applicable. Perform professional, clinical, and technical competencies of the assigned unit or department as required. Required Education and Experience High School Graduate or GED. Type 45 words per minute. 3 or more years of combined experience in financial advising, claims processing, collections, customer service, or revenue cycle positions (including admitting, patient accounting, prior authorizations or pre-registration). Preferred Education and Experience 1 or more years of experience with Epic. 1 or more years of experience in CPT‑4 and HCPCS coding. 1 or more years of experience in Microsoft Word and Excel. Knowledge Requirements Ability to multi‑task, prioritize, and escalate. Strong oral and written communication skills. Knowledge of insurance (commercial & government). Knowledge of payor websites. Knowledge of transplant (BMT and/or solid organ). Working knowledge of CMS regulations. Equal Employment Opportunity Statement The health system is an equal employment opportunity employer. Qualified applicants are considered for employment without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, ancestry, age, disability, veteran status, genetic information, or any other legally protected status. The health system provides reasonable accommodations to qualified individuals with disabilities. #J-18808-Ljbffr