Impactful Patient Financial Navigator I

LE0010 Stanford Health Care; Palo Alto (CA); On-site; USD 47,000 - 53,000; Full time

Job summary

Stanford Health Care is seeking a Financial Counselor Level 1 to assess patient financial needs, screen eligibility for government and charity programs, and secure pre-service financial clearance. The role requires effective communication with patients, case workers, social workers, and executives while managing complex financial scenarios.

The position focuses on hospital charges, insurance status, and financial resources, with on-the-job training to advance to Level II as needed.

Qualifications

• High school diploma or GED is required.
• At least 1 year of progressive responsibilities in a hospital or clinic financial counseling role.
• Knowledge of pre-authorizations and reimbursement regulations (Medicare, Medi-Cal, children's health programs).
• Experience in a metrics-based environment with counseling goals (screening, collection).
• Proficient with Epic, insurance websites, POS payment systems, and Microsoft applications.

Responsibilities

• Screens uninsured/underinsured patients to identify government or charity programs.
• Determine financial clearance for visits (pre-service or at service).
• Check eligibility and benefits; determine authorization requirements.
• Assess risk of cases not cleared prior to service; escalate when needed.
• Communicate with patients and staff professionally and clearly.

Skills

Bilingual (English/Spanish)

Epic

Insurance websites

POS payment systems

Web-based screening tools

Microsoft Word

Microsoft Excel

PowerPoint

Education

High school diploma or GED

Tools

Epic

Job description

Stanford Health Care is seeking a Financial Counselor Level 1 to assess patient financial needs, screen eligibility for government and charity programs, and secure pre-service financial clearance. The role requires effective communication with patients, case workers, social workers, and executives while managing complex financial scenarios.

The position focuses on hospital charges, insurance status, and financial resources, with on-the-job training to advance to Level II as needed.