Financial Counselor

You are applying for a position through Medix, a staffing agency. The actual posting represents a position at one of our clients.


Job Summary


Our client is seeking a dedicated Financial Counselor. The primary responsibility of this role is to conduct bedside screenings and assist patients in assessing eligibility for various financial assistance programs. This position plays a crucial role in maintaining patient records and managing high volumes of patient files independently.


Key Responsibilities

• Interview inpatient, outpatient, and ED patients at the bedside to determine eligibility for financial assistance programs.
• Screen for multiple benefit types, including Emergency Medicaid, ADD, Plan A, Institutional Medicaid, Charity Care, and disability benefits.
• Complete both paper and electronic applications (NJ FamilyCare), collect patient signatures, and gather required documentation.
• Upload all completed applications, verification documents, and case notes accurately into the EPIC electronic health record system.
• Complete the mandatory online training for Presumptive Eligibility (PE) to officially submit time-sensitive applications.
• Manage a high volume of patient files independently, taking detailed notes and asking for support proactively if volumes spike.

Qualifications

• Verbal, reading, and writing fluency in English and either Spanish or Portuguese.
• Ability to work seamlessly within the specialized culture and sensitive patient demographics.
• Basic computer literacy and the ability to learn hospital software platforms quickly.

Experience

• Prior experience with NJ FamilyCare, Medicaid enrollment, or hospital Charity Care programs.
• Proficiency navigating the EPIC electronic health record system.
• Certified Presumptive Eligibility (PE) screener status.

Additional Requirements

• Absolute availability to work a rotating weekend shift (one Saturday or Sunday per week) and designated holidays.

Benefits

• Paid Sick Leave (Medix provides paid sick leave according to state and local sick leave ordinances).
• Health Benefits / Dental / Vision (Medix offers 6 different health plans: 3 Major Medical Plans, 2 Fixed Indemnity Plans (Standard and Preferred), and 1 Minimum Essential Coverage (MEC) Plan. Eligibility for health benefits is based on verifying that an average of 30 hours per week during the first 4 weeks of the work assignment has been met. If you meet eligibility requirements and take action to enroll, you will be covered no earlier than 60 days into your assignment, depending on plan selection(s)).
• 401k (Eligible on the first 401k open enrollment date following 6 consecutive months on assignment. 401k Open Enrollment dates are 1/1, 4/1, 7/1, and 10/1).
• Short Term Disability Insurance.
• Term Life Insurance Plan.

Required Employment / Compliance Language


All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.


* We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state, and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance (FCIHO), Los Angeles Fair Chance Ordinance for Employers (ULAC), The San Francisco Fair Chance Ordinance (FCO), and the California Fair Chance Act (CFCA).


Medix Overview:


With over 20 years of experience connecting organizations with highly qualified professionals, Medix is a leading provider of workforce solutions for clients and candidates across the healthcare, scientific, technology, and government industries. Through our core purpose of positively impacting lives, we're dedicated to creating opportunities for job seekers at some of the nation's top companies. As an award-winning career partner, Medix is committed to helping talent find fulfilling and meaningful work because our mission is to help you achieve yours.


Any required state or Joint Commission training is compensated at the state or local minimum wage rate.


* As a job position within our Revenue Cycle division, a successful completion of a background check may be required as a condition of employment. This requirement is directly related to essential job functions including but not limited to: accessing financial and confidential information, handling financial and other payment data, and working within departments that care for vulnerable populations, such as, minors, elderly and those with physical or mental disabilities. Due to these job duties, this position has a significant impact on the business operations and reputation, as well as the safety and well-being of individuals who may be cared for as part of the job position or who may interact with staff or clients.