Patient Financial Services Representative

About us:

Forge Health is a mission-driven outpatient mental health and substance use provider dedicated to providing the highest quality, affordable, and effective care to individuals, families, and communities in need. As the first and only behavioral healthcare provider with a proven, national payer-validated ability to drive clinical outcomes that span all areas of health, Forge Health is leading the charge in driving innovation, improving care delivery, and shaping the future of behavioral health care.

At Forge, clinical care is paramount – it’s the heartbeat of our operations and the driving force in everything we do. The skill and compassion of our staff are the crucial components to extraordinary experiences and outcomes for those we serve. With our current clinical footprint in the greater Northeast, we have offices in New York, New Jersey, Pennsylvania, New Hampshire – and we’re growing! Come join us!

Who we’re looking for:

The Patient Financial Services Representative is responsible for helping clients understand and manage the financial aspects of their care, while supporting accurate, timely collections and maintaining a positive patient experience. This role focuses on verification of coverage, authorization, and resolution of patient balances in alignment with organizational financial policies.

Please note, this position is in-person Monday through Friday at our Greensburg, PA office. The compensation range is $18-24/hr, this salary range reflects total compensation but it is not inclusive of benefits and other company perks. Exact compensation may vary based on skills, experience, and location.

What you’ll be doing:

• Greet and check in clients and visitors while providing front desk coverage, ensuring a warm, professional, and trauma‑informed experience.
• Collect copayments and other point-of-service amounts, issue receipts, and accurately post payments to patient accounts.
• Perform verification of benefits, both initial and ongoing, to confirm eligibility, coverage limits, and patient responsibility prior to and during treatment.
• Obtain and track prior authorizations as required by payers to ensure services are approved and billable.
• Conduct outreach on outstanding patient balances, discuss statements, and arrange resolution in a professional, compassionate manner.
• Establish and monitor payment plans that align with organizational policy and patients’ financial capacity.
• Screen patients for financial assistance programs (reduced fee, scholarships, or charity care), assist with applications, and document determinations.
• Apply patient credits and adjustments appropriately, ensuring accurate account balances and timely refunds when indicated.
• Maintain and update insurance information in the practice management/EMR system, including changes in coverage, plans, or subscriber details.
• Place accounts on hold and cancel appointments in accordance with organizational policy when coverage, payment, or authorization requirements are not met, ensuring clear communication with patients and internal teams.
• Answer client calls and respond to patient financial inquiries, providing clear, timely information and resolving issues or escalating as appropriate in a professional manner.
• Collaborate with the revenue cycle team to identify any discrepancies on patient accounts or claims and ensure they are corrected promptly to maintain accurate billing and patient balances.

What you'll need:

• 2+ years of front end billing operations experience within the healthcare sector, behavioral health experience preferred.
• Prior experience in behavioral health, medical front desk, or customer service preferred.
• Strong communication, organization, and multitasking skills, with comfort using EMR and basic office software.

Why Forge?

The opportunity:

Our team refuses to compromise on integrity, and we look for talented, driven hard workers who hold the same passion for the pursuit of high quality, evidence-based mental health and substance use care that we do. Our collective passion is driven and embodied by our core values:

• Fulfilling: Our work creates lives that are complete and self-actualized, enabling stronger families and communities – and a therapeutic community rewarded by success
• Optimistic: Our passionate positivity and empathy overcome setbacks and get you to your goals, scientifically and humanely
• Reciprocal: Without mutual trust and commitment, there can be no progress
• Grateful: We profoundly recognize and appreciate the trust of our patients and the commitment of our clinicians
• Evidence-Based: We are committed to measurable outcomes, which provide confidence to our patients and creates a standard of care for ourselves and others

The package:

At Forge, our people are our greatest asset. We’re collaborative, empathetic, and passionate. We learn from our mistakes, we carve out time to breathe, and we are celebrated for our wins. In short, we know that we can’t do what we do without you! So, we designed a comprehensive, competitive benefits package that reflects our appreciation of our people:

• Competitive salary aligned with your experience
• Comprehensive paid time off package
• Annual time off to volunteer
• Parental leave
• Annual continuing education allocations
• Competitive medical, dental, and vision package
• Annual subscription to a leading meditation app
• An environment that fosters professional development including financing for advanced licensure and certifications
• Internal supervision opportunities
• Dedicated, motivated team and chance to be part of a highly ambitious medical startup
• Modern, elegant, and high-end work environment

Please note: most benefits listed apply to the majority of positions, though eligibility may vary by role, full‑time/part‑time status, and length of service. Specific benefit details and any role‑based exceptions will be provided during the offer stage.

We are committed to equal employment opportunity. We give equal consideration to all applicants when filling positions without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, actual or perceived disability, genetic information, marital status, and/or any other status not related to an applicant’s ability to perform the job duties. All employment practices will be carried out in accordance with federal, state and local laws.
We will also fully comply with regulations and requirements set out by the Americans with Disabilities Act (ADA) and the ADA amendments Act (ADAAA). We will not discriminate against applicants or other individuals with real or perceived disabilities. When needed, we will provide reasonable accommodation to otherwise qualified candidates so that they are able to perform the essential functions of the position.