Patient Financial Navigator (West Palm Beach)

Cancer Center of South Florida PLLC•West Palm Beach, FL

About The Position

The Patient Financial Navigator guides patients on their financial responsibilities related to treatment and helps them understand and manage complex healthcare costs. The role involves frequent communication with patients, payers, third-party vendors, and internal teams to coordinate financial support and patient access to care.

Requirements

  • High school diploma or equivalent required.
  • At least 3 years of experience in medical billing, insurance verification, or patient financial counseling.
  • Experience working with EMR systems such as EPIC.
  • Knowledge of insurance benefits, prior authorizations, and financial assistance programs.
  • Strong understanding of health insurance processes, including benefits verification, coordination of benefits, prior authorizations, and payer guidelines.
  • Knowledge of financial assistance programs, copay cards, grant funding, and reimbursement procedures in a healthcare setting.
  • Proficiency using EMR systems such as EPIC and patient accounting software for documentation and financial tracking.

Nice To Haves

  • Associate degree in healthcare administration or a related field.

Responsibilities

  • Collaborate with Revenue Cycle, Pharmacy Services, and Front Desk teams to align on patients’ financial plans.
  • Ensure timely processing of medication refill requests and report issues or late deliveries to management.
  • Coordinate access to financial assistance, copay support, and free drug programs for eligible patients.
  • Obtain and verify required signatures for financial assistance documentation.
  • Meet with patients in person or virtually to explain out-of-pocket responsibilities before treatment.
  • Respond promptly to patient and staff inquiries about financial assistance, billing, insurance, or treatment financial obligations.
  • Communicate with third-party vendors to resolve patient account issues.
  • Flag potential insurance coverage issues to Pharmacy Services to help avoid delays in care.
  • Assist in maintaining documentation and workflows related to patient financial support.
  • Provide coverage for other financial navigators as needed to ensure uninterrupted support.
  • Ensure copay cards and grant information are entered into EPIC patient accounts and financial assistance platforms.
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