Coordinator, Financial Counseling

NAVISTA; United States; Remote; USD 22,000 - 35,000; Full time

Job summary

Navista is seeking a Coordinator, Financial Counseling to support patients and providers with accurate financial clearance and patient education before services. The role helps improve reimbursement outcomes and minimize financial risk through proactive communication.

Responsibilities include reviewing schedules for financial clearance, educating patients on costs, identifying financial risks, and collaborating with teams to prevent denials while ensuring HIPAA-compliant documentation and

Qualifications

• Minimum 4 years of experience in healthcare business office or revenue cycle.
• Strong knowledge of insurance benefits and patient financial assistance programs.
• Experience with billing systems and interpreting EOBs.
• Useful familiarity with oncology or specialty care settings.

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.
• Evaluate potential financial risks and identify accounts that may lead to patient balances or denied claims.
• Escalate high-risk accounts to leadership for review.
• Collaborate with clinical and administrative teams to reduce the risk of claim denials.
• Maintain accurate documentation of all financial discussions with patients.
• Ensure notes are compliant with organizational standards and protect patient confidentiality.
• Communicate effectively with internal teams to support revenue cycle processes.
• Demonstrate strong problem-solving and attention to detail in a fast-paced environment.

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 Health

Practice 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 forsupporting patients and providers by ensuringaccurate financial clearance, patient education, and identification of financial risk prior to services beingrendered.

This role plays a critical part in the Revenue Cycle by improving reimbursement outcomes, minimizing financial risk, and enhancingthe patientexperience through proactive and transparent financial communication.

Responsibilities

Financial Counseling & Patient Support

• Review daily schedules toidentifypatientsrequiringfinancial clearance.

• Educate patients on expectedfinancial responsibility, including:

  • Deductibles
  • Copayments
  • Coinsurance
  • Out-of-pocket maximums

• Provide clear, compassionate communicationregardingtreatment costs and payment expectationsprior to TOS.

• Assistpatients 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
• Proactivelyidentifyaccounts that may result in patient balance or denied claims.
• Escalate high-risk accounts to leadership orappropriate teamsfor 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 mayimpactreimbursement.
• Assistinidentifyingtrends related to financial risk and patient responsibility.

Documentation & Compliance

• Maintainaccuratedocumentation of all financial discussions with patients.
• Ensureall notes are clear, complete, and compliant with organizational standards.
• Protect patient confidentialityin accordance withHIPAA standards.

Collaboration & Communication

• Work closely with clinical and administrative teams to ensure alignment on patient financial readiness.
• Communicate effectively with internal teams to supportaccurateandtimelyrevenue 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.
• Supportadditionalduties and projectsas they areassigned.

Qualifications

• Minimum of 4 years of experience in a healthcare business office or revenue cycle rolepreferred
• Strong knowledgeofinsuranceandbenefits and patient Financial Assistance Programs
• Strong understanding of oncology treatment pathways
• Familiarity with high-cost oncology drugs, infusionservicesand specialty pharmacy billingpreferred
• Working knowledge of diagnosis drivenfinancial impact(metastatic vsearly stagetreatment cost difference)preferred
• Experience with billing systems and interpreting EOBs
• Proficiencyin 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 tothink outside the box, adapt to process and workflow changes easily.
• Experience in oncology or specialty carepreferred
• 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: $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 leave
• Healthy lifestyle programs

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

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 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.

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