Financial Counseling Representative
Core
Help uninsured and underinsured patients understand coverage, screen for eligibility, and assist with financial assistance applications in a hospital setting.
Role type
Patient-facing financial counseling representative
Builds
Patient financial assistance programs and coverage enrollment
Domain
Healthcare / Patient Financial Services
Deliverable
client delivery
Required skills
patient communication, eligibility screening, application assistance, document gathering, payment discussion, privacy compliance, multi-system navigation
Preferred skills
financial counseling experience, Medicaid/Marketplace knowledge, patient access experience
Responsibilities
visit patients in hospital rooms to review financial needs, screen for Medicaid and hospital assistance eligibility, help complete applications, explain coverage and payment options, track application status, document activity accurately
Seniority
Entry-level, individual contributor