Patient Financial Advisor

Logan Health Medical Center•Kalispell, MT

1d•Onsite

About The Position

At Logan Health, we're more than just a healthcare provider—we're a community. Nestled in the heart of Montana, we are committed to delivering exceptional care to our patients while fostering a supportive and collaborative work environment for our team. As a member of Logan Health, you'll be part of a dynamic team that values compassion, innovation, and excellence. We offer opportunities for growth, comprehensive benefits, and a chance to make a meaningful impact in the lives of those we serve. Come join us and experience the Logan Health difference, where your passion meets purpose in a place, you’ll be proud to call home. Our Mission : Quality, compassionate care for all. Our Vision : Reimagine health care through connection, service and innovation. Our Core Values : Be Kind | Trust and Be Trusted | Work Together | Strive for Excellence. Join the Patient Financial Advising Team! Location: Logan Health Medical Center – Kalispell, Montana Shift: Day Shift – 8 Hours | Full–Time – 40 Hours Are you passionate about making a meaningful impact in healthcare and helping patients navigate their financial journey? At Logan Health, we are seeking an enthusiastic and compassionate Patient Financial Advisor to join our team. In this dynamic role, you will be the go-to expert for patients and their families, guiding them through financial responsibilities and presenting various payment options with empathy and clarity. You will play a vital role in connecting patients with resources, including assisting with Financial Assistance applications and partnering with pharmaceutical companies to secure grants and financial aid. Your commitment to providing exceptional support will help our patients focus on their health and well-being, driving our mission to deliver outstanding care.

Requirements

1+ years of experience with basic accounting principles and mathematical computations including percentages required.
Proficient with technology; including proficiency in Microsoft Office Suite, with intermediate knowledge of Microsoft Excel, including data entry, formulas, and basic functions.
Ability to effectively and clearly convey financial information, concepts, and programs to various audiences.
Proficient with computers including Microsoft Office and spreadsheets required.
Possess the ability to learn other software as needed.
Proficient with basic accounting principles and mathematical computations including percentages required.
Excellent organizational skills, detail-oriented, a self-starter, possess critical thinking skills and be able to set priorities and function as part of a team as well as independently.
Commitment to working in a team environment and maintaining confidentiality as needed.
Excellent verbal and written communication skills including the ability to communicate effectively with various audiences.
Excellent interpersonal skills with the ability to manage sensitive and confidential situations with tact, professionalism, and diplomacy.

Nice To Haves

Prior experience in a healthcare organization working with clinicians, insurance carriers, and government entities.
Possess an understanding of the confidentiality laws that govern the provider-patient relationship, including but not limited to HIPAA guidelines.
Excellent verbal and written communication skills.
Possess the ability to learn other software as needed.
Excellent organizational skills, detail-oriented, a self-starter, possess critical thinking skills and be able to set conflicting priorities.
Commitment to working in a team environment and maintaining confidentiality.
Excellent interpersonal skills with the ability to manage sensitive and confidential situations with tact, professionalism, and diplomacy.
Perform ten key by touch preferred.
Prior experience in a healthcare organization working with clinicians, insurance carriers, and government entities preferred.
Possess an understanding of the confidentiality laws that govern the provider-patient relationship, including but not limited to HIPAA guidelines.

Responsibilities

Conduct bedside interviews with patients to explain financial responsibilities and document all interactions.
Process Financial Assistance applications according to policies and guidelines.
Collect payments at the point of service, set up payment plans, and update the Accounts Receivable system.
Assist patients with pharmaceutical assistance programs following established procedures.
Review provider and chemotherapy schedules, monitor insurance claims, and coordinate follow-up with billing.
Evaluate chemotherapy protocols to determine insurance coverage and patient responsibility.
Collaborate with clinical staff for pre-authorization or other financial needs impacting scheduled services.
Meet with patients to address financial questions and coordinate with relevant departments.
Maintain communication deadlines and work toward team goals.
Provide a welcoming, caring, and service-oriented patient experience.
Maintain consistent attendance as scheduled.
Performs bedside interviews with patients as applicable to assigned area(s) and per department protocol.
Explains financial responsibilities, options and and documents all patient interactions in notes.
Reviews and processes Financial Assistance applications and administers program in accordance with documented policies and practices.
Performs Point of Service Collections (POS). Denotes any agreed upon payment arrangements and posts deposits collected into the Accounts Receivable (A/R) system.
Assists patients with potential pharmaceutical assistance programs in conjunction with policies and procedures.
Coordinates with clinical staff as needed for clinical information for pre-cert/pre-auth or financial situations, which may have an effect on, scheduled services.
Meets with patients to discuss questions regarding the financial portion of the patient’s care.
Coordinates with other departments as applicable.
Screens patients for potential third party payment assistance and connects patient with appropriate resources.
Obtains certification as Market Place associate each year prior to open enrollment.
Assists patients in navigating The Market Place website and explaining various insurance choices.
Adheres to communication deadlines and strives to attain goals.
Supports and models a welcoming, caring and service oriented experience.
Assists in navigating The Market Place during open enrollment periods and provides patients with estimated out-of-pocket charges for specific services being rendered.