Financial Client Services Specialist

The Recovery Village

4d•Remote

About The Position

The Financial Client Services Specialist provides centralized, patient-centered financial counseling and upfront patient collections for Advanced Recovery Systems’ Outpatient and Intensive Outpatient (IOP) facilities, including affiliated and stand-alone sites. The role focuses solely on financial and insurance responsibilities and serves as a virtual financial point of contact for patients and responsible parties by telephone, video, and secure electronic communication. The specialist verifies insurance and benefits, reviews patient financial responsibility, provides estimates and financial counseling, collects applicable patient payments, establishes approved payment arrangements, and maintains accurate financial documentation. The position monitors coverage during treatment and collaborates with Admissions, Utilization Review, facility leadership, Business Development, and Revenue Cycle Management to support consistent workflows and address financial barriers. It reports directly to the National Director of Outpatient Services. This is a fully remote position with flexible start times between 9:00 AM and 10:00 AM. Some travel may be required as the role evolves and responsibilities expand. The organization provides behavioral health and addiction treatment programs through its affiliated brands.

Requirements

High school diploma required.
Experience working in a remote setting.
The posting states a minimum of two years of experience in healthcare financial counseling, insurance verification, patient access, patient collections, or revenue cycle as preferred.
Ability to perform insurance verification, patient financial counseling, collections, payment arrangements, and related financial documentation.
Ability to maintain confidentiality and comply with HIPAA, 42 CFR Part 2, and applicable state, federal, accreditation, and organizational requirements.

Nice To Haves

Associate or bachelor’s degree in finance, accounting, business, healthcare administration, or a related field.
Experience in behavioral healthcare or outpatient settings.
Prior remote work experience.
At least two years of experience in healthcare financial counseling, insurance verification, patient access, patient collections, or revenue cycle.

Responsibilities

Serve as the centralized financial point of contact for patients and responsible parties at Outpatient and IOP facilities, using telephone, video, and secure electronic communication.
Verify insurance eligibility and benefits before or at admission through direct payer contact, payer portals, or approved applications.
Identify insurance coverage details and communicate relevant findings to Admissions, Utilization Review, and facility leadership.
Calculate and explain patient financial responsibility, insurance benefits, billing expectations, financial policies, and payment options.
Collect private-pay fees, copays, deductibles, and other patient responsibility upfront and within 24 hours of admission; establish approved payment arrangements when needed.
Obtain signed financial forms, including the Notice of Standard Billing Practices/Acknowledgement, within 72 hours of admission using approved electronic signature tools.
Arrange completion of an Advance Repayment Agreement when copays or deductibles cannot be collected, notify relevant teams, and work with Admissions on resolution and collection.
Process payments through approved virtual payment terminal systems and maintain accurate daily payment records.
Maintain timely and accurate financial documentation in the EHR, including insurance, guarantor, collection, payment, arrangement, counseling, and communication information.
Monitor insurance coverage throughout treatment, re-verify benefits when circumstances change, and promptly communicate changes in patient responsibility.
Collaborate with facility leadership, Admissions, Business Development, Utilization Review, and Revenue Cycle Management to resolve financial and insurance barriers.
Submit weekly deposit reconciliation to Revenue Cycle Management or the designated facility representative and update tracking spreadsheets.
Meet performance expectations for verification turnaround, collections, form completion, payment arrangements, and documentation; follow up on outstanding balances and financial items.
Escalate significant financial, coverage, payment, or documentation barriers to the Program Director/Coordinator and National Director of Outpatient Services when needed.
Answer and return patient and family inquiries about insurance and funding promptly, aiming to resolve concerns within 24 hours when possible.
Track and follow up on information requests from patients, facility leadership, and the National Director of Outpatient Services.
Assist with month-end close, reporting, and reconciliation activities as needed.
Support standardization of financial counseling and collection workflows and assist with process improvement initiatives.
Attend required virtual team, operational, and individual check-in meetings.
Incorporate supervisory feedback and adapt to changing workflow, patient, and site needs.
Maintain professional and technical knowledge through required education, training, and ongoing professional development.
Maintain confidentiality and comply with HIPAA, 42 CFR Part 2, state, federal, accreditation, and organizational requirements, including secure handling of patient information in a remote environment.
Perform other duties as assigned to support patient services and organizational operations.