Financial Navigator Levine Children's Pediatric Specialties

Advocate Aurora Health; Charlotte (NC); On-site; USD 60,000 - 80,000; Full time

Job summary

Advocate Health in Charlotte, NC seeks a Financial Navigator to evaluate financial barriers for cancer patients, develop financial plans, and advocate for patients through their treatment journey.

The role requires strong analytical and communication skills, proficiency with medical terminology, and experience with Excel, Word, and Epic is preferred. Involves coordinating with nurses, social workers, and patient financial services to ease financial burdens.

Qualifications

• Bachelor's Degree in Accounting, Finance or related field, or 4 years of insurance-related experience.
• Strong understanding of government safety net programs, Health Insurance policies, external assistance programs.
• Excellent written and oral communication; proficient with medical terminology; Excel/Word/Epic experience preferred.

Responsibilities

• Evaluate new patients for financial barriers to care and investigate insurance benefits and gaps.
• Develop financial plans with patients and families; advocate during treatment.
• Identify and resolve patient out-of-pocket exposure; help plan finances.
• Maintain reimbursement and financial referrals records for patient assistance programs.
• Pre-screen COBRA-eligible patients for assistance; refer to Oncology Navigators or Social Workers.
• Organize community education on Financial Navigation services.
• Assist with policy development reflecting current financial practices.
• Advocate within the community on insurance market trends and oncology resources.

Skills

Analytical skills

Communication skills

Attention to detail

Education

Bachelor's degree in Accounting, Finance or related field

Tools

Microsoft Excel

Microsoft Word

Epic

Job description

Essential Functions

• Evaluates new patients with cancer for financial barriers to care and investigates insurance benefits and potential gaps of insurance coverage. Considers options to assist the patient in their financial needs.
• Develops a financial plan with patients and their families and serves as a patient advocate during the process of their treatment.
• Works with patients and develops resolutions to potential patient financial out of pocket exposure and helps them plan and overcome these obstacles.
• Responsible for patient satisfaction and identifies potential needs with regards to financial resources such as enrollment with Foundation and Grant Assistance. Maintains records of these financial referrals to track and monitor these funds.
• Pre-screen eligible patients who need assistance with COBRA premiums.
• Refer patients to Oncology Nurse Navigators, Social Workers, PAP Team when appropriate.
• Maintain accurate reimbursement/financial reports for each patient participating in patient assistance programs.
• Organizes education for the community regarding Financial Navigation and the services provided.
• Assists with development of policies, procedures, and standards reflective of current financial practices.
• Serves as an advocate within the community for awareness of current trends and fluctuations within the insurance market and champions oncology resources/services.

Education, Experience and Certifications

Bachelor's Degree in Accounting, Finance or related field or 4 years of insurance related experience required. Strong understanding and experience with; government safety net programs, Health Insurance policies, external assistance programs and Demonstrated experience in addressing patient financial issues Must be proficient with medical terminology and be familiar with clinical considerations as these relate to oncology services. Extensive analytical skills and focus on details. Excellent written and oral communication skills required. Microsoft Excel, Word, Epic experience preferred. Databases, hospital registration, billing and clinical systems preferred.