Financial Counselor-Hybrid

Mayo Career Site UK; Rochester (MN); Hybrid; USD 42,000 - 62,000; Full time

Job summary

Mayo Clinic in Rochester, MN is seeking a Financial Counselor to support patients with financial clearance and insurance information. This hybrid role combines remote work with occasional on-site attendance as needed.

You will collect demographic and financial data in the Epic system, explain payment options, Medicaid/Charity Care processes, and set up payment plans while maintaining QA and productivity standards.

Responsibilities

• Promptly assist patients with financial clearance prior to, during, or after their treatment period.
• Obtain and update insurance, financial, and demographic information within the Epic environment.
• Help patients understand and select options to cover financial obligations including co-pays, deductibles, and co-insurance.
• Assist patients with Medicaid, Third Party eligibility and Charity Care applications and processing.
• Establish payment plans and collect true self-pay and self-pay residual balances as necessary.
• Adhere to quality assurance guidelines and productivity standards to support performance expectations.

Job description

HYBRID: This is a hybrid position and must be located within 100 miles of any of the Mayo Clinic campuses for on-site expectations based on business needs.

Work Environment: Enjoy the flexibility of working remotely while remaining connected to the team. This hybrid position is predominantly remote, with rare on-site attendance that may be required for occasional meetings, training sessions, or operational needs.

The Financial Counselor is responsible for promptly assisting patients with their financial clearance prior to, during, or after their treatment period. This position is responsible for obtaining and updating insurance, financial, and demographic information within the Epic environment. Courteously and professionally helps patients and/or their families understand and assist with options to cover their financial obligations including but not limited to: co-pays, deductibles, and co-insurance. In addition, the counselors may assist patients with Medicaid, Third Party eligibility and Charity Care applications and processing. Responsible for establishing payment plans and collecting true self-pay and self-pay residual balances as necessary. Responsible for assisting patients with ad-hoc financial issues as needed prior to, during and following their treatment at Mayo Clinic. This role requires adherence to quality assurance guidelines as well as established productivity standards to support the work unit’s performance expectations.