Coord, Financial Counseling

NAVISTA; Sacramento (CA); On-site; USD 22,000 - 35,000; Full time

Benefits offered by this job

Competitive benefits

Career growth in healthcare

Team oriented environment

Job summary

Navista is seeking a Coordinator, Financial Counseling to support patients and providers with financial clearance and proactive cost communication. This role helps improve reimbursement outcomes, minimize financial risk, and enhance the patient experience by clear messaging about treatment costs before services.

You will collaborate with clinical and administrative teams to ensure alignment on patient financial readiness, educate patients on deductibles, copays, coinsurance, and coverage

Qualifications

• Minimum of 4 years of experience in a healthcare business office or revenue cycle role preferred.
• Strong knowledge of insurance and benefits and patient Financial Assistance Programs.
• Experience with billing systems and interpreting EOBs.
• Proficiency in Microsoft Office Suite.
• Background in financial counseling or patient‑facing financial roles.

Responsibilities

• Financial Counseling & Patient Support: Educate patients on expected financial responsibility and provide clear communication prior to services.
• Financial Risk Identification: Evaluate potential financial risks and proactively identify accounts at risk of patient balance or denied claims.
• Denials Prevention & Support: Collaborate to reduce the risk of claim denials and support pre-service financial issue resolution.
• Documentation & Compliance: Maintain accurate documentation of financial discussions and protect patient confidentiality.
• Collaboration & Communication: Work with clinical teams to ensure alignment on patient financial readiness and revenue cycle processes.

Skills

Insurance & benefits knowledge

Oncology knowledge

Billing systems

EOB interpretation

Microsoft Office

Communication skills

EMR systems

HIPAA compliance

Financial counseling

ICD-10 CPT HCPCS knowledge

Analytical skills

Job description

About Navista

We believe in the power of community oncology to support patients through their cancer journeys. As an oncology practice alliance comprised of more than 40 sites, Navista provides the support community practices need to fuel their growth—while maintaining their independence.what Revenue Cycle Management (RCM) contributes to Cardinal HealthPractice Operations Management oversees the business and administrative operations of medical practices.Revenue Cycle Management manages a team focused on a series of clinical and administrative processes that healthcare providers utilize to capture, bill, and collect patient service revenue. The revenue cycle shadows the entire patient care journey and begins with patient appointment scheduling and ends when the patient’s account balance is zero.

Position Summary

The Coordinator, Financial Counseling is responsible for supporting patients and providers by ensuring accurate financial clearance, patient education, and identification of financial risk prior to services being rendered. This role plays a critical part in the Revenue Cycle by improving reimbursement outcomes, minimizing financial risk, and enhancing the patient experience through proactive and transparent financial communication.

Responsibilities

• Financial Counseling & Patient Support
  • Review daily schedules to identify patients requiring financial clearance.
  • Educate patients on expected financial responsibility, including:
  • Deductibles
  • Copayments
  • Coinsurance
  • Out-of-pocket maximums
  • Provide clear, compassionate communication regarding treatment costs and payment expectations prior to TOS.
  • Assist patients in understanding their financial obligations prior to services.
• Financial Risk Identification
  • Evaluate potential financial risks associated with scheduled services, including:
  • Coverage limitations
  • Medical necessity concerns
  • Frequency limitations
  • Out of Network Benefits and coverages
  • Proactively identify accounts that may result in patient balance or denied claims.
  • Escalate high-risk accounts to leadership or appropriate teams for review.
• Denials Prevention & Support
  • Collaborate with clinical and administrative teams to reduce the risk of claim denials.
  • Support resolution of pre-service financial issues that may impact reimbursement.
  • Assist in identifying trends related to financial risk and patient responsibility.
• Documentation & Compliance
  • Maintain accurate documentation of all financial discussions with patients.
  • Ensure all notes are clear, complete, and compliant with organizational standards.
  • Protect patient confidentiality in accordance with HIPAA standards.
• Collaboration & Communication
  • Work closely with clinical and administrative teams to ensure alignment on patient financial readiness.
  • Communicate effectively with internal teams to support accurate and timely revenue cycle processes.
  • Provide exceptional customer service with empathy, professionalism, and respect.
• Operational Excellence
  • Manage multiple tasks efficiently in a fast-paced environment.
  • Demonstrate strong attention to detail and problem-solving skills.
  • Maintain consistent attendance, punctuality, and teamwork.
  • Support additional duties and projects as they are assigned.

Qualifications

• Minimum of 4 years of experience in a healthcare business office or revenue cycle role preferred
• Strong knowledge of insurance and benefits and patient Financial Assistance Programs
• Strong understanding of oncology treatment pathways
• Familiarity with high-cost oncology drugs, infusion services and specialty pharmacy billing preferred
• Working knowledge of diagnosis driven financial impact (metastatic vs early stage treatment cost difference) preferred
• Experience with billing systems and interpreting EOBs
• Proficiency in Microsoft Office Suite
• Strong organizational, analytical, and communication skills
• Ability to navigate multiple systems with ease, i.e. EMR, Registration/PMS systems, VOB systems, verifying Auth and Financial clearance with minimal direction from supervisor(s) and leadership
• Critical thinking and ability to think outside the box, adapt to process and workflow changes easily
• Experience in oncology or specialty care preferred
• Working knowledge of: ICD-10, CPT, and HCPCS coding, managed care concepts and fee structures
• Background in financial counseling or patient-facing financial roles

What is expected of you and others at this level

• Effectively applies knowledge of job and company policies and procedures to complete a variety of assignments
• In-depth knowledge in technical or specialty area
• Applies advanced skills to resolve complex problems independently
• May modify process to resolve situations
• Works independently within established procedures; may receive general guidance on new assignments
• May provide general guidance or technical assistance to less experienced team members

Compensation

Anticipated hourly range: $16.30- $25.74

Bonus eligible: No

Benefits

• Cardinal Health offers a wide variety of benefits and programs to support health and well‑being.
• Medical, dental and vision coverage
• Paid time off plan
• Health savings account (HSA)
• 401k savings plan
• Access to wages before pay day with myFlexPay
• Flexible spending accounts (FSAs)
• Short- and long-term disability coverage
• Work-Life resources
• Paid parental leaveHealthy lifestyle programs

The hourly range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate’s geographical location, relevant education, experience and skills and an evaluation of internal pay equity.

Application Window

Anticipated to close: 11/16/2026

Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply.

#LI-TB1

Equal Opportunity

Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.