Patient Financial Counselor

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
• Potential for Over-time Pay (Time and a half)

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 Counselor coordinates the financial aspects of a patient 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 Counselor reports 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.
• Ability to work weekends, evenings, 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.

This position is an in-office position and will work Monday through Friday, 7:30am-4pm.
This is a full time, benefitted position, working 40hrs/week.