Coordinator, Financial Counseling

Cardinal Health•Fresno, CA

7d•Onsite

About The Position

Practice Operations Management oversees the business and administrative operations of a medical practice. Financial assistance counselors guide patients through their healthcare financial obligations. The Coordinator, Financial Counseling is responsible for supporting patients and providers by ensuring accurate financial clearance, patient education, and identification of financial risk prior to services being rendered. This role plays a critical part in the Revenue Cycle by improving reimbursement outcomes, minimizing financial risk, and enhancing the patient experience through proactive and transparent financial communication. About Navista We believe in the power of community oncology to support patients throughout their cancer journey. As an oncology practice alliance with more than 100 providers across 50 sites, Navista delivers the operational and clinical support practices that need to grow—while preserving their independence.

Requirements

Minimum of 4 years of experience in a healthcare business office or revenue cycle role preferred
Strong knowledge of insurance and benefits and patient Financial Assistance Programs
Strong understanding of oncology treatment pathways
Familiarity with high-cost oncology drugs, infusion services and specialty pharmacy billing preferred
Working knowledge of diagnosis driven financial impact (metastatic vs early stage treatment cost difference) preferred
Experience with billing systems and interpreting EOBs
Proficiency in Microsoft Office Suite
Strong organizational, analytical, and communication skills
Ability to navigate multiple systems with ease, i.e. EMR, Registration/PMS systems, VOB systems, verifying Auth and Financial clearance with minimal direction from supervisor(s) and leadership.
Critical thinking and ability to think outside the box, adapt to process and workflow changes easily.
Experience in oncology or specialty care preferred
Working knowledge of: ICD-10, CPT, and HCPCS coding, managed care concepts and fee structures
Background in financial counseling or patient-facing financial roles
Effectively applies knowledge of job and company policies and procedures to complete a variety of assignments
In-depth knowledge in technical or specialty area
Applies advanced skills to resolve complex problems independently
May modify process to resolve situations
Works independently within established procedures; may receive general guidance on new assignments
May provide general guidance or technical assistance to less experienced team members

Responsibilities

Review daily schedules to identify patients requiring financial clearance.
Educate patients on expected financial responsibility, including: Deductibles, Copayments, Coinsurance, Out-of-pocket maximums.
Provide clear, compassionate communication regarding treatment costs and payment expectations prior to TOS.
Assist patients in understanding their financial obligations prior to services.
Evaluate potential financial risks associated with scheduled services, including: Coverage limitations, Medical necessity concerns, Frequency limitations, Out of Network Benefits and coverages.
Proactively identify accounts that may result in patient balance or denied claims.
Escalate high-risk accounts to leadership or appropriate teams for review.
Collaborate with clinical and administrative teams to reduce the risk of claim denials.
Support resolution of pre-service financial issues that may impact reimbursement.
Assist in identifying trends related to financial risk and patient responsibility.
Maintain accurate documentation of all financial discussions with patients.
Ensure all notes are clear, complete, and compliant with organizational standards.
Protect patient confidentiality in accordance with HIPAA standards.
Work closely with clinical and administrative teams to ensure alignment on patient financial readiness.
Communicate effectively with internal teams to support accurate and timely revenue cycle processes.
Provide exceptional customer service with empathy, professionalism, and respect.
Manage multiple tasks efficiently in a fast-paced environment.
Demonstrate strong attention to detail and problem-solving skills.
Maintain consistent attendance, punctuality, and teamwork.
Support additional duties and projects as they are assigned.