Financial Counseling Coordinator

Jobtailor; Fresno (CA); On-site; USD 60,000 - 85,000; Full time

Job summary

Jobtailor in Fresno, CA is seeking a Revenue Cycle Specialist to educate patients on financial responsibility and to verify pre-service financial clearance. You will coordinate with clinical and administrative teams to reduce claim denials while ensuring HIPAA compliance and accurate revenue cycle processes.

You will navigate EMR, Registration/PMS, and VOB systems with empathy and professionalism, focusing on oncology billing and patient financial counseling.

Qualifications

• 4+ years in a healthcare business office or revenue cycle role preferred.
• Strong knowledge of insurance benefits and patient Financial Assistance Programs.
• Strong understanding of oncology treatment pathways.
• Familiarity with high-cost oncology drugs, infusion services and specialty billing.
• Experience with billing systems and interpreting EOBs.
• Proficiency in Microsoft Office Suite.

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
• Communicate treatment costs and payment expectations prior to services
• Assist patients in understanding financial obligations before services
• Evaluate financial risks associated with scheduled services, including coverage limitations, medical necessity concerns, frequency limitations, and out-of-network benefits and coverages
• Identify accounts that may result in patient balances or denied claims
• Escalate high-risk accounts to leadership or appropriate teams
• Collaborate with clinical and administrative teams to reduce claim denials
• Support resolution of pre-service financial issues impacting reimbursement
• Identify trends related to financial risk and patient responsibility
• Maintain accurate, compliant documentation of financial discussions
• Protect patient confidentiality in accordance with HIPAA standards
• Support accurate and timely revenue cycle processes
• Provide exceptional customer service with empathy, professionalism, and respect
• Manage multiple tasks in a fast-paced environment
• Support additional duties and projects as assigned

Skills

Communication skills

Organizational skills

Critical thinking

Empathy

Professionalism

Tools

Billing Systems

ICD-10 Coding

CPT Coding

HCPCS Coding

EOB Interpretation

Financial Assistance Programs

Diagnosis Driven Financial Impact

Authorization Verification

Microsoft Office Suite

Analytical Skills

Job description

• Review daily schedules to identify patients requiring financial clearance
• Educate patients on expected financial responsibility, including deductibles, copayments, coinsurance, and out-of-pocket maximums
• Communicate treatment costs and payment expectations prior to services
• Assist patients in understanding financial obligations before services
• Evaluate financial risks associated with scheduled services, including coverage limitations, medical necessity concerns, frequency limitations, and out-of-network benefits and coverages
• Identify accounts that may result in patient balances or denied claims
• Escalate high-risk accounts to leadership or appropriate teams
• Collaborate with clinical and administrative teams to reduce claim denials
• Support resolution of pre-service financial issues impacting reimbursement
• Identify trends related to financial risk and patient responsibility
• Maintain accurate, compliant documentation of financial discussions
• Protect patient confidentiality in accordance with HIPAA standards
• Support accurate and timely revenue cycle processes
• Provide exceptional customer service with empathy, professionalism, and respect
• Manage multiple tasks in a fast-paced environment
• Support additional duties and projects as assigned

Requirements

• 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 preferred
• Experience with billing systems and interpreting EOBs
• Proficiency in Microsoft Office Suite
• Strong organizational, analytical, and communication skills
• Ability to navigate multiple systems, including EMR, Registration/PMS systems, and VOB systems
• Experience verifying authorization and financial clearance with minimal direction
• Critical thinking and ability to adapt to process and workflow changes
• 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

Core Competencies

Demonstrates expertise in financial clearance processes, patient financial education, and revenue cycle management within healthcare settings. Proficient in navigating insurance benefits, oncology treatment pathways, and maintaining compliance with HIPAA standards.

Highest-signal resume keywords

• Revenue Cycle Management
• Financial Clearance Processes
• Oncology Treatment Pathways
• Insurance Benefits Knowledge
• Patient Financial Counseling

Hard Skills

• Billing Systems
• ICD-10 Coding
• CPT Coding
• HCPCS Coding
• EOB Interpretation
• Financial Assistance Programs
• Diagnosis Driven Financial Impact
• Authorization Verification
• Microsoft Office Suite
• Analytical Skills

Soft Skills

• Communication Skills
• Organizational Skills
• Critical Thinking
• Empathy
• Professionalism

Industry Keywords

• Healthcare Business Office
• Revenue Cycle
• Oncology
• Specialty Care
• Claim Denials
• Patient Confidentiality
• Financial Risk

Tools & Technologies

• EMR Systems
• Registration/PMS Systems
• VOB Systems