Remote | Patient Financial Clearance & Assistance Consultant — Up to $100/hour

24-Mag•New York, NY

14h•$0 - $100•Remote

About The Position

We are sharing a specialised part-time consulting opportunity for United States-based healthcare revenue cycle professionals experienced in patient financial clearance, patient financial counseling, charity care screening, financial assistance workflows, Medicaid eligibility review, self-pay resolution, payment plan administration, and patient financial advocacy. This role supports current and upcoming remote consulting opportunities focused on AI-assisted patient financial clearance evaluation, financial assistance workflow review, eligibility screening assessment, patient communication review, and high-quality project execution. Selected professionals will apply patient financial services expertise to evaluate AI-generated financial counseling recommendations, review eligibility screening outputs, identify workflow or compliance issues, and provide structured feedback based on detailed project criteria.

Requirements

5+ years of experience in patient financial counseling, financial clearance, self-pay revenue cycle management, patient financial services, or related healthcare revenue cycle operations
At least 2 years of leadership experience in financial counseling, financial clearance, patient access, self-pay operations, billing, or patient financial advocacy
Deep knowledge of charity care programs, financial assistance eligibility, Medicaid screening, and self-pay collections
Familiarity with 501(r) regulatory requirements and hospital financial assistance policy compliance
Experience with point-of-service collections, payment plan administration, and patient financial advocacy
Proficiency with EHR platforms such as Epic, Cerner, or similar systems, as well as financial assistance management tools
Exceptional written and verbal English communication skills
High attention to detail and ability to evaluate financial documentation, patient communication, and AI-generated outputs
Professional background in patient financial counseling, patient financial clearance, patient access, healthcare revenue cycle operations, financial assistance, billing, self-pay collections, or patient financial services is highly relevant
Experience in hospitals, health systems, federally qualified health centers, physician groups, or patient access departments may be especially valuable
Practical experience with charity care workflows, Medicaid screening, financial assistance applications, EHR systems, payment plan administration, and patient communication processes may support project fit
United States-based professionals are required for this opportunity

Nice To Haves

Certified Revenue Cycle Representative, CRCR, or similar healthcare revenue cycle certification
Experience with presumptive eligibility screening tools, Medicaid enrollment facilitation, or financial assistance management platforms
Background developing patient financial education materials, staff training programs, SOPs, or financial clearance workflow documentation
Familiarity with AI tools and comfort evaluating AI-generated patient financial communication or eligibility screening content
Experience supporting complex patient financial situations involving social work, case management, billing, or community assistance programs
Formal education in healthcare administration, business, finance, social services, health information management, or a related field may be relevant depending on project scope

Responsibilities

Review patient financial counseling and financial clearance workflows involving charity care screening, financial assistance applications, Medicaid eligibility, and self-pay resolution
Evaluate AI-generated financial counseling recommendations, eligibility screening outputs, and patient communication drafts for accuracy, appropriateness, and compliance
Assess patient-facing guidance related to financial obligations, payment plan options, assistance programs, and available support pathways
Identify missing documentation, unclear eligibility logic, inappropriate communication tone, or incomplete patient financial guidance
Review workflows involving pre-service financial screening, point-of-service collections, financial assistance enrollment, and patient payment plan administration
Evaluate recommendations related to charity care qualification, Medicaid enrollment support, self-pay collections, and patient financial advocacy
Assess coordination points between financial counseling, social work, case management, billing, and patient access teams
Review KPIs such as charity care conversion rates, financial assistance enrollment, point-of-service collections, and payment plan performance
Annotate AI-generated patient financial clearance and assistance outputs and provide structured feedback to support quality improvement
Evaluate content for alignment with financial assistance policies, 501(r) requirements, EMTALA considerations, HIPAA, and applicable patient communication standards
Explain review decisions clearly, consistently, and with strong patient financial services judgment
Follow detailed task instructions, quality criteria, and project-specific review guidelines accurately