Financial Counselor

Orange County Global Medical Center; Santa Ana (CA); On-site; USD 48,000 - 65,000; Full time

Job summary

Orange County Global Medical Center is seeking a Medical Eligibility Worker / Financial Counselor to identify patients who may qualify for government programs, health insurance, and financial assistance.

You will provide eligibility screening, financial counseling, application help, insurance verification, and follow-up to help patients understand coverage and their financial responsibilities. Collaboration with Case Management and Social Services is essential for timely discharges.

Qualifications

• High school diploma or equivalent required.
• Experience in medical eligibility, financial counseling, patient access, healthcare billing, insurance verification, or public assistance preferred.
• Knowledge of Medi-Cal, Medicaid, Medicare, hospital financial assistance, and eligibility requirements preferred.
• Strong communication, customer service, problem-solving, and organizational skills.
• Ability to review financial documentation and manage multiple cases with time-sensitive needs.

Responsibilities

• Identify patients who may qualify for government programs, health insurance, and hospital financial assistance.
• Provide eligibility screening, financial counseling, and application assistance.
• Verify insurance and follow up to ensure coverage and financial understanding.
• Collaborate with Case Management, Social Services, Patient Access, and other teams to resolve barriers.

Skills

Medical eligibility experience

Financial counseling

Insurance verification

Public assistance programs

Communication skills

Customer service

Problem solving

Organizational skills

EHR proficiency

Data-entry systems

Education

High school diploma or equivalent

Associate degree or coursework preferred

Tools

Electronic health records

Data-entry systems

Job description

The Medical Eligibility Worker / Financial Counselor is responsible for identifying patients who may qualify for government-sponsored healthcare programs, health insurance coverage, and hospital financial assistance. This position provides eligibility screening, financial counseling, application assistance, insurance verification, and follow‑up to help patients obtain appropriate coverage and understand their financial responsibilities. The role works collaboratively with Case Management, Social Services, Patient Access, Utilization Review, and Discharge Planning to resolve financial and insurance barriers that may delay patient discharge. The position is essential to supporting timely patient transitions, reducing avoidable hospital length of stay, improving reimbursement opportunities, and ensuring patients receive information about available financial resources.

QUALIFICATIONS:

• High school diploma or equivalent required; associate degree or relevant college coursework preferred.
• Experience in medical eligibility, financial counseling, patient access, healthcare billing, insurance verification, or public assistance programs preferred.
• Knowledge of Medi-Cal, Medicaid, Medicare, hospital financial assistance, and applicable eligibility requirements preferred.
• Strong communication, customer service, problem-solving, and organizational skills.
• Ability to review financial documentation, manage multiple cases, and prioritize time‑sensitive needs.
• Proficiency with electronic health records, computer applications, and data‑entry systems.
• Ability to work collaboratively with interdisciplinary teams and external agencies.
• Commitment to patient confidentiality, accuracy, and compassionate service.