Financial Counselor

Connect Health + Wellness; Ridgeway (VA); On-site; USD 22,000 - 25,000; Full time

Benefits offered by this job

Paid holidays

Paid time off

Simple IRA plan

Medical, dental and vision insurance

Life insurance

Disability coverage

Voluntary plans available

Job summary

Connect Health + Wellness in Ridgeway, VA, is seeking a Financial Counselor to help patients navigate payments, insurance, and financial assistance. The role supports a Patient-Centered Medical Home team with emphasis on accuracy, confidentiality, and high-quality service.

The position requires processing payments, verifying benefits, updating records in the EMR, and coordinating with front desk staff to ensure smooth operations for uninsured and underinsured patients.

Qualifications

• High school diploma or GED required.
• Experience in a medical office setting preferred.
• Bilingual English/Spanish helpful but not required.
• Data entry and accurate record keeping essential.

Responsibilities

• Review and prepare patient accounts prior to scheduled visits.
• Enter and update patient demographics and insurance in the EMR.
• Verify insurance coverage and scan cards into EMR.
• Review Sliding Fee applications and eligibility.
• Meet patients, collect co-pays, and arrange payment plans.
• Coordinate with Front Office for daily scheduling.
• Assist with financial hardship applications and follow‑ups.
• Ensure HIPAA compliance and accurate documentation.

Skills

Effective communication

Data entry

EMR proficiency

Organizational skills

Multitasking

Bilingual English/Spanish

Education

High school diploma or GED

Tools

EMR software

Job description

About the Organization Connect Health + Wellness (https://connecthealthva.org/) is a Federally Qualified Health Center headquartered in Martinsville, Virginia, with locations currently open in Bassett, Martinsville, Patrick Springs and Ridgeway, Virginia.

Connect Health + Wellness provides primary health, dental and integrated behavioral health services at our Federally Qualified Health Center sites and Dental sites by promoting health, reducing health risk factors and increasing access to medical and dental services, primarily for the uninsured and underserved in our service area. Additionally, we offer chronic disease self-management, medication assistance, and care coordination services to patients in our service area.

Purpose

At Connect Health + Wellness, every position exists to advance our Mission-providing compassionate, high-quality care to uninsured and underinsured members of our community. As a Financial Counselor, your purpose is to reduce financial barriers and help patients access the care they need by offering guidance on payment options, insurance, and financial assistance. Every interaction you have should reflect our commitment to health equity, dignity, and service to others.

Position Summary

The Financial Counselor serves as a key point of contact for patients at the Health Center and plays a critical role in ensuring a positive patient experience. This position requires a friendly and professional demeanor, along with the ability to communicate effectively with individuals from diverse backgrounds.

As a Financial Counselor, you will help manage the Health Center's financial risk by identifying payors, securing payment for outstanding patient balances, verifying insurance benefits, and obtaining necessary authorizations. You will also help maintain the accuracy of financial and patient information systems.

This role involves a range of financial counseling and administrative duties within a fast-paced healthcare environment. You will collaborate with patients, their families, medical providers, and other staff members to support smooth operations and high-quality service delivery.

The ideal candidate is self-motivated, able to work independently, and capable of completing tasks with minimal supervision. This position requires strict adherence to confidentiality protocols and a high level of accuracy and efficiency in data entry and record keeping. As part of a Patient-Centered Medical Home team, you will contribute to a collaborative culture that values teamwork and is committed to delivering exceptional care.

Essential Functions of the Position

• Prepare for Daily Operations: Review and prepare patient accounts in advance of scheduled visits.
• Maintain Accurate Patient Records: Enter and update patient demographic and insurance information in the Electronic Medical Record (EMR) system with a high level of accuracy.
• Verify Insurance Coverage: Confirm insurance details at each visit, ensure documentation is complete, and scan insurance cards into the EMR. Assist patients with updating their Primary Care Provider (PCP) as reflected on their insurance cards when necessary.
• Review Sliding Fee Applications: Evaluate Sliding Fee Scale applications submitted outside of standard hours by Front Office staff.
• Verify Sliding Scale Status: Confirm sliding scale eligibility at each visit, notify patients when updates are required, and ensure the EMR reflects current financial documentation.
• Manage Proof of Income Documentation: Collect and upload proof of income (POI) into the EMR. Inform patients of any applicable co-pay amounts or sliding scale fees.
• Coordinate with Front Office: Print the daily schedule, identify patients who need to meet with a Financial Counselor, and communicate this information to the Front Office team.
• Conduct Patient Financial Consultations: Meet with patients upon arrival to review account status, collect co-pays and outstanding balances, discuss payment options, and establish payment plans with appropriate documentation.
• Facilitate Financial Hardship Applications: Provide and follow up on financial hardship applications as needed, ensuring timely completion and submission.
• Collaborate on Hardship Determinations: Work closely with the CFO and/or Billing Manager to assess and determine eligibility for financial hardship assistance.
• Ensure Clear Communication: Maintain effective communication with patients, internal staff, and insurance companies. Scan and route patient documents to providers as appropriate.
• Comply with Policies and Procedures: Follow all Connect Health + Wellness policies, procedures, and regulatory guidelines.
• Demonstrate Strong Skill Sets: Apply strong organizational, analytical, financial, and reasoning skills in daily tasks.
• Participate in ongoing Training: Engage in training and professional development opportunities, including cultural competency, effective communication, OSHA, HIPAA, and Electronic Health Record (EHR) system use.
• Perform Additional Duties: Fulfill other responsibilities as assigned by the supervisor that align with the Mission and purpose of Connect Health + Wellness.

Pay Range

$16.00 to $18.00

Benefits

• Paid Holidays (8)
• Paid Time Off (160 hours)
• Simple IRA Plan (with company match)
• Medical, Dental and Vision Insurance
• Life Insurance provided by employer
• Short-term and Long-term Disability coverage provided by employer
• Other voluntary plans available

Position Requirements

Minimum Required Education, Experience, Abilities & Characteristics

• High school diploma or GED required.
• Bi-lingual (English/Spanish) helpful but not required
• Previous experience in a medical office setting is required; experience in a Federally Qualified Health Center (FQHC) is preferred.
• Familiarity with medical terminology and procedures is preferred.
• Background in insurance, billing, and/or medical coding is a plus, though not required.
• Demonstrated experience with data entry and maintaining accurate records.
• Strong organizational and multitasking skills, with the ability to prioritize tasks effectively.
• Excellent communication skills, including proper grammar, professional phone etiquette, and strong interpersonal skills.
• Proficiency with computers and Electronic Medical Record (EMR) systems.
• A genuine passion for and commitment to serving underserved and vulnerable populations.

Full-Time/Part-Time Full-Time

Location Connect Health + Wellness - Ridgeway

Hiring Manager(s) Gina Finocchiaro

Open Date 9/25/2026

EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

This position is currently accepting applications.