Financial Counselor

KPC GLOBAL MEDICAL CENTERS • Santa Ana, CA

1d

About The Position

The Medical Eligibility Worker / Financial Counselor identifies patients who may qualify for government-sponsored healthcare programs, health insurance coverage, and hospital financial assistance. The position provides eligibility screening, financial counseling, application assistance, insurance verification, and follow-up to help patients obtain appropriate coverage and understand their financial responsibilities.

The role collaborates with Case Management, Social Services, Patient Access, Utilization Review, and Discharge Planning to resolve financial and insurance barriers that may delay patient discharge. It supports timely patient transitions, helps reduce avoidable hospital length of stay, improves reimbursement opportunities, and ensures patients receive information about available financial resources.

Requirements

• High school diploma or equivalent required.
• Strong communication, customer service, problem-solving, and organizational skills.
• Ability to review financial documentation, manage multiple cases, and prioritize time-sensitive needs.
• Proficiency with electronic health records, computer applications, and data-entry systems.
• Ability to work collaboratively with interdisciplinary teams and external agencies.
• Commitment to patient confidentiality, accuracy, and compassionate service.

Nice To Haves

• Associate degree or relevant college coursework preferred.
• Experience in medical eligibility, financial counseling, patient access, healthcare billing, insurance verification, or public assistance programs preferred.
• Knowledge of Medi-Cal, Medicaid, Medicare, hospital financial assistance, and applicable eligibility requirements preferred.

Responsibilities

• Identify patients who may qualify for government-sponsored healthcare programs, health insurance coverage, and hospital financial assistance.
• Provide eligibility screening, financial counseling, application assistance, insurance verification, and follow-up.
• Help patients obtain appropriate coverage and understand their financial responsibilities.
• Collaborate with Case Management, Social Services, Patient Access, Utilization Review, and Discharge Planning to resolve financial and insurance barriers that may delay discharge.
• Provide patients with information about available financial resources.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED