Coordinator, Financial Counseling

Navista; Fresno (CA); On-site; USD 29,000 - 39,000; Full time

Benefits offered by this job

Medical benefits

Paid time off

Health savings account (HSA)

401k savings plan

Flexible spending accounts (FSAs)

Disability coverage

Parental leave

Job summary

Navista is seeking a Coordinator of Financial Counseling to support patients and providers with financial clearance, education, and risk assessment before services. The role emphasizes collaboration with clinical teams, documentation, and compliance. Strong understanding of oncology finance and billing is required.

The position offers comprehensive benefits and opportunities to improve reimbursement outcomes while maintaining patient-focused communication and care.

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 ICD-10, CPT, and HCPCS coding.
• Experience with billing systems and interpreting EOBs.
• Proficiency in Microsoft Office Suite.
• Strong organizational, analytical, and communication skills.
• Ability to navigate multiple systems with minimal direction from supervisor(s) and leadership.
• Critical thinking and adaptability.

Responsibilities

• Review daily schedules to identify patients requiring financial clearance.
• Educate patients on expected financial responsibility, including deductibles, copayments, coinsurance, and out-of-pocket maximums.
• Provide clear communication regarding treatment costs and payment expectations prior to services.
• Assist patients in understanding their financial obligations prior to services.
• Collaborate with clinical and administrative teams to reduce the risk of claim denials.
• Maintain accurate documentation of all financial discussions.
• Protect patient confidentiality in accordance with HIPAA standards.
• Communicate effectively with internal teams to support revenue cycle processes.
• Support additional duties and projects as assigned.

Skills

Financial counseling

Patient education

Communication skills

Healthcare revenue cycle

Microsoft Office

EMR systems

Problem solving

Attention to detail

Tools

Billing systems

EOB interpretation

EMR systems

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 100 providers across 50 sites, Navista provides the support community practices need to fuel their growth—while maintaining their independence.

What Financial Assistance Counseling (RCM) Contributes To Cardinal Health

Practice Operations Management oversees the business and administrative operations of a medical practice.

Financial assistance counselors guide patients through their healthcare financial obligations.

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.

About Navista

We believe in the power of community oncology to support patients throughout their cancer journey. As an oncology practice alliance with more than 100 providers across 50 sites, Navista delivers the operational and clinical support practices that need to grow—while preserving their independence.

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

Anticipated hourly range: $21.00 - $27.72 USD

Bonus eligible: No

Benefits

• 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 leave
• Healthy lifestyle programs

Application window anticipated to close: 10/05/2026

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

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

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/Affirmative Action 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.