Revenue Cycle Financial Representative

UNC Health•Raleigh, NC

1d•Remote

About The Position

The Revenue Cycle Financial Representative provides financial counseling, financial clearance, estimate creation, payment collections, Medicaid screening, financial assistance education, and patient financial advocacy. The role supports uninsured and underinsured patients in understanding their financial responsibilities and available assistance options before receiving healthcare services. It operates in a productivity-based environment and requires accurate documentation of patient interactions in the EPIC electronic health record system. The representative reviews patient accounts for insurance status, self-pay eligibility, upcoming appointments, open balances, estimate opportunities, and financial assistance needs. The position conducts patient outreach, supports financial clearance, educates patients on estimates, insurance cost-sharing and payment options, and performs upfront collection activities. It also conducts preliminary Medicaid and financial assistance screenings, responds to inbound and outbound communications, manages MyChart inquiries, and maintains documentation and work queues. The role is expected to meet departmental productivity standards and support organizational revenue cycle objectives while providing professional, courteous, and patient-focused service. This is a full-time remote position with a day schedule, 40 standard hours per week, based in Raleigh, North Carolina. The position strongly prefers bilingual candidates.

Requirements

High school diploma or GED; a higher-level degree may satisfy this requirement.
Two years of experience in hospital or physician insurance-related activities or call center customer service, such as authorization, billing, follow-up, call-center work, or collections.
Knowledge of healthcare revenue cycle operations and financial clearance processes.
Understanding of insurance coverage, patient financial responsibility, and reimbursement concepts.
Familiarity with Medicaid eligibility screening and financial assistance programs.
Strong customer service, communication, and interpersonal skills.
Ability to explain complex financial information in a patient-friendly manner.
Excellent organizational skills and attention to detail.
Ability to manage multiple priorities in a fast-paced environment.
Proficiency using EPIC and other healthcare technology platforms.
Ability to work within departmental productivity and quality standards.

Nice To Haves

Bilingual ability is strongly preferred.
Associate or bachelor’s degree in healthcare administration, business, finance, or a related field.
Previous experience in healthcare registration, financial counseling, insurance verification, revenue cycle, patient access, or customer service.
Experience using EPIC or comparable electronic health record systems.

Responsibilities

Review patient accounts for insurance status, self-pay eligibility, upcoming appointments, open balances, estimate opportunities, and financial assistance needs.
Conduct outbound outreach regarding upcoming services, financial obligations, payment options, and available financial resources.
Facilitate financial clearance activities and prioritize accounts with imminent appointments and high financial clearance needs.
Educate patients about estimated charges, deductibles, coinsurance, out-of-pocket expenses, billing processes, payment options, and financial assistance programs.
Perform upfront collection efforts, discuss payment commitments, document collection outcomes, and support appropriate point-of-service and pre-service collections.
Help patients identify solutions for meeting their financial obligations.
Conduct preliminary Medicaid and financial assistance screenings and evaluate potential eligibility based on household income, hardship indicators, and program requirements.
Explain financial assistance application processes, required documentation, and submission methods.
Respond to inbound patient calls about estimates, balances, financial assistance, Medicaid screening, and payment options.
Manage outbound call campaigns and patient follow-up activities.
Review and respond to patient inquiries through MyChart and other approved communication platforms, ensuring timely, accurate, professional responses and appropriate documentation.
Maintain accurate and complete EPIC documentation of patient interactions, financial discussions, estimates, collection attempts, payment commitments, screenings, and follow-up plans.
Manage assigned work queues, unresolved accounts, voicemails, and patient follow-ups; update statuses and ensure proper account disposition.
Meet departmental productivity standards and track performance indicators, including call volume, financial clearances, estimates, collections, screenings, referrals and applications, and resolved MyChart messages.
Support organizational goals related to financial clearance and revenue cycle performance while maintaining a positive patient experience.