Patient Assistance Counselor

Family Health Center • Marshfield, WI

2h

About The Position

The Patient Assistance Counselor assesses uninsured and underinsured patient referrals to determine eligibility for financial assistance programs. The role conducts patient outreach and enrollment, reviews and processes financial assistance applications, and determines eligibility under established criteria. It documents patient interactions, calculates household income and assets to establish award levels, and collaborates with internal teams and external partners to facilitate timely support. The counselor maintains comprehensive records, monitors program participation, contributes to process improvement initiatives, and supports special projects aligned with organizational goals.

Requirements

• High school diploma or equivalent.
• At least two years of experience in a medical business office, healthcare setting, or comparable environment.
• Proficiency in Microsoft Office Suite.
• Knowledge of basic business math, including calculations and percentages, and ability to interpret financial statements and tax returns.
• Obtain Certified Application Counselor (CAC) designation through the Centers for Medicare and Medicaid Services within the stated timeframe after an eligible CAC training period; pass the CAC certification exam within three attempts and within three months of completing training.
• Valid Wisconsin driver’s license and acceptable motor vehicle record under FHC guidelines.

Nice To Haves

• CAC certification at the time of hire.

Responsibilities

• Document patient interactions conducted by phone or in person, including actions taken, to support accurate and timely recordkeeping.
• Conduct outreach and enrollment to connect patients with healthcare coverage, medication assistance programs, and grants, coordinating with internal teams and external partners.
• Review financial and medication assistance applications for completeness and verify that they meet program requirements and eligibility criteria.
• Assist with approval or denial of financial assistance applications within delegated authority limits.
• Screen patients for program eligibility, calculate income and assets, determine assistance awards, and accurately document interactions.
• Calculate household income and asset totals to determine award levels in accordance with established protocols.
• Assess eligibility for external financial support programs and monitor participation.
• Maintain accurate, up-to-date records of applications, financial documentation, and patient correspondence.
• Maintain reliable attendance and adhere to scheduled work hours.
• Perform other duties as assigned.

What This Job Offers

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