Patient Financial Advocate - Naples

Prelude Fertility•Naples, FL

8d•Onsite

About The Position

Our friendly, welcoming Patient Financial Advocate will be responsible for the efficiency, accuracy and professionalism of the front desk in our fertility clinic. Primary duties include providing exemplary customer service while scheduling appointments, answering multi-line phones and emails and directing patients and all inquiries appropriately. The Patient Financial Advocate works in a collaborative relationship with the front desk team as well as with other departments and employees. Hours: 7:00am - 4:00pm - occasionally earlier or later. W eekend and holiday rotation is required. What You Will Do: As a Financial Counselor, you will play a key role in supporting patients throughout their treatment journey by providing financial guidance, resolving billing concerns, and ensuring a smooth experience with payment and insurance processes.

Requirements

High School Diploma or equivalent required; Bachelor's degree preferred
One or more years of experience in an administrative medical office required
Experience with Electronic Medical Record (EMR) system strongly preferred
Bilingual (Spanish) is preferred

Responsibilities

Patient Financial Counseling & Support Provide financial counseling to prospective and new patients, with a focus on patient retention and creative problem-solving.
Establish and maintain ongoing relationships with patients to offer continued financial guidance throughout their treatment.
Explain fees, payment options, and available financial plans to patients in person or over the phone.
Assist patients with completing and submitting applications for various financial assistance programs.
Set up and manage patient payment plans in accordance with established guidelines, and provide contracts for selected plans.
Collect fees at the beginning of treatment cycles and follow up with patients regarding outstanding balances.
Insurance & Account Coordination Obtain insurance benefit information, prior authorizations, and pre-determinations for patients.
Assist patients in completing insurance forms and respond to inquiries regarding unpaid balances.
Verify account balances and process refunds or payments accurately, following departmental protocols.
Serve as a liaison between patients, internal advocacy departments, and insurance carriers to ensure clear communication and resolution of account issues.
Administrative Duties Document all follow-up activities and patient interactions accurately in the system.
Maintain and update daily spreadsheets or logs as required by the supervisor.
Process patient payments and refunds according to established departmental procedures.

Benefits

Comprehensive Health Coverage: Medical, dental, and vision plans for our full-time employees, along with complimentary basic life insurance, Employee Assistance Program, and long-term disability insurance. FREE or low-cost employee only healthcare coverage option is also available.
Family Building Support: Take advantage of our comprehensive fertility benefits, adoption assistance, and surrogacy support to help grow your family.
Paid Parental Leave: Generous maternity, paternity, and partner leave so you can focus on what matters most.
Plenty of Paid Time Off: Start with 18 days of PTO annually and enjoy 11 paid holidays, including one floating holiday to use as you choose!
Retirement Ready: Invest in your future with our 401(k) plan, featuring a competitive company match and full vesting after just 2 years.
Lifestyle Spending Account: Access a company-funded account to reimburse expenses that boost your physical, financial, and emotional well-being.
Health Savings Account (HSA): If eligible, enjoy regular employer contributions to your HSA with every paycheck.
Rewards for Connections: Earn extra money with our Employee Referral Program —your network is invaluable!
Growth Opportunities: We support your career with continuing education reimbursement and dedicated time off for professional development.
Premium Calm Health Subscription: Enjoy a free premium Calm Health app subscription to support your mental wellness.
Emotional & Work-Life Support: Through our Employee Assistance Program (EAP) with SupportLinc, you'll have access to emotional well-being and work-life resources whenever you need them.
Extra Peace of Mind: Explore additional coverage options including Accident, Critical Illness, Hospital Indemnity, and Pet Insurance, to suit your needs.