Patient Financial Advocate - Miami
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: Monday - Friday, 7:00am - 4:00pm - occasionally earlier or later. Weekend and holiday rotation is required. 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 GED required
- At least one year of administrative experience in a medical office is REQUIRED
Nice To Haves
- associate or bachelor's degree preferred
- Experience with Electronic Medical Record (EMR) system strongly preferred
- Bilingual (Spanish) is preferred
Responsibilities
- 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.
- 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.
- 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.
- Scheduling appointments, answering multi-line phones and emails and directing patients and all inquiries appropriately.
Benefits
- Medical, dental, and vision plans
- complimentary basic life insurance
- Employee Assistance Program
- long-term disability insurance
- FREE employee only healthcare coverage option
- comprehensive fertility benefits
- adoption assistance
- surrogacy support
- Generous maternity, paternity, and partner leave
- 18 days of PTO annually
- 11 paid holidays, including one floating holiday
- 401(k) plan, featuring a competitive company match
- full vesting after just 2 years
- company-funded Lifestyle Spending Account
- regular employer contributions to your HSA
- Employee Referral Program
- continuing education reimbursement
- dedicated time off for professional development
- premium Calm Health app subscription
- Emotional well-being and work-life resources
- Accident, Critical Illness, Hospital Indemnity, and Pet Insurance coverage options
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
