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Patient Financial Coordinator

SynergenX Health

Patient Financial Coordinator (Entry-Level)

The Patient Financial Coordinator is an entry-level, patient-facing role responsible for proactively contacting new patients prior to their appointments to explain financial expectations, insurance coverage basics, and available payment options. This role plays a critical part in ensuring financial transparency, patient preparedness, and a positive overall experience before the patient even walks into the clinic.

What You'll Do
  • Contact new patients daily to review pricing and financial expectations prior to appointments
  • Explain insurance basics (copays, deductibles, coinsurance) in a clear, simple way
  • Review self-pay and alternative pricing options
  • Help patients select the best financial option for their situation
  • Accurately document patient selections in internal systems
  • Respond to clinic and billing team inquiries in a timely, professional manner
  • Escalate complex insurance or billing questions when needed
  • Deliver a high-touch, professional patient experience on every interaction
What We're Looking For (Entry-Level Friendly)
  • High school diploma or equivalent required
  • Strong communication skills (phone + written)
  • Customer service mindset with professionalism and empathy
  • Basic computer skills (Outlook, Excel, Teams, etc.)
  • Highly organized with strong attention to detail
  • Ability to multitask in a fast-paced environment
  • Willingness to learn healthcare insurance basics (we will train)
  • Reliable, accountable, and team-oriented
Preferred (Not Required)
  • Experience in healthcare, call center, front desk, or billing
  • Experience with insurance verification, including eligibility, benefits, and coverage details
  • Exposure to insurance concepts or patient financial discussions
What Success Looks Like
  • Patients arrive informed and prepared financially
  • Clear, confident communication of pricing and options
  • Accurate documentation and strong follow-through
  • Positive feedback from patients and internal teams
Our Core Values
  • Patient Care
  • Enthusiasm
  • Teamwork
  • Growth-Oriented
  • Accountability
  • Passion
Why Join Us
  • Entry-level opportunity with growth potential
  • Structured training and development
  • Fast-growing healthcare organization
  • Make a direct impact on patient experience
  • Full benefits package
Ready to Apply?

If you are organized, people-focused, and ready to start a career in healthcare operationswe want to hear from you.

Vacancy posted 5 days ago
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