Patient Financial Advocate

Firstsource; United States; On-site; USD 38,000 - 62,000; Full time

Job summary

Firstsource is seeking a Patient Financial Advocate in the US to screen patients at hospitals for eligibility assistance programs, bedside or ER. You will provide information, reports, and regular progress updates to client contacts as part of a dynamic healthcare support team.

You will conduct on-site screenings, coordinate with hospital staff, and guide patients through enrollment applications for state, county, and federal assistance programs, while maintaining confidentiality and quality

Qualifications

• High School Diploma or equivalent required.
• 1–3 years’ experience in medical coding, medical billing, eligibility or related medical experience preferred.
• Previous customer service experience preferred.

Responsibilities

• Continuously review the hospital census or follow referral procedures to identify self-pay patients.
• Screen patients referred for eligibility programs at State, County, and Federal levels.
• Initiate the application process at the patient’s bedside when feasible.
• Identify patient needs and assist enrollment applications for the appropriate agency.
• Introduce patients to Firstsource services and inform them of regular follow-up.
• Facilitate the transition for the backend Patient Advocate Specialist to establish rapport with the patient.
• Record patient information on the in-house screening sheet.
• Document screening results in the onsite tracking tool and hospital system.
• Identify self-pay outpatient/ER accounts from census and review system data.
• Conduct face-to-face screenings on-site; reach patients by phone if needed.
• Document outpatient/ER accounts when accepted in the hospital system and onsite tool.
• Perform fieldwork, including patient home visits, to screen for eligibility in state, county and federal programs.
• Fulfil any other duties as assigned by the client contract.
• Cultivate and maintain positive relationships with hospital staff at all levels.
• Report significant occurrences to management promptly.
• Access information for the Patient Advocate Specialist as needed.
• Maintain an accurate log of accounts referred daily.
• Achieve specified goals and objectives as assigned by management.
• Uphold confidentiality standards for account information.
• Maintain an organized and tidy workstation.
• Adhere to policies in the Employee Handbook and Code of Conduct.
• Participate in the Corporate Compliance Program.

Skills

Basic computer skills

Clear communication

Empathy

Customer service

Compassion

Education

High School Diploma or equivalent

Job description

Select how often (in days) to receive an alert:

Date: Sep 23, 2026

Location: US

Requisition ID: 24043

Description:

About Firstsource

Firstsource Solutions is a leading provider of customized Business Process Management (BPM)

services. Firstsource specialises in helping customers stay ahead of the curve through transformational

solutions to reimagine business processes and deliver increased efficiency, deeper insights, and

superior outcomes.

We are trusted brand custodians and long-term partners to 100+ leading brands with presence in the

US, UK, Philippines, India and Mexico. Our ‘rightshore’ delivery model offers solutions covering

complete customer lifecycle across Healthcare, Telecommunications & Media and Banking, Financial

Services & Insurance verticals.

Our clientele includes Fortune 500 and FTSE 100 companies

Job Title: Patient Financial Advocate

Job Type: Full Time

Grade: H2

Function/Department: Eligibility Services

Reporting to: Manager – Eligibility Services

Pay Range: XXXXX

Role Description: The Patient Financial Advocate is responsible to screen patients on-site at hospitals for eligibility assistance programs either bedside or in the ER. This includes providing information and reports to client contact(s), keeping them current on our progress.

Roles & Responsibilities

• Continuously review the hospital census or follow established referral procedures to consistently identify self-pay patients throughout the day.
• Screen patients referred to Firstsource for eligibility assistance programs at the State, County, and/or Federal levels.
• Initiate the application process at the patient's bedside when feasible.
• Identify specific patient needs and assist them in completing enrollment applications for the appropriate assistance agency.
• Introduce patients to Firstsource services and inform them of our regular follow-up regarding their progress.
• Facilitate the transition, where applicable, for the backend Patient Advocate Specialist to establish a positive rapport with the patient.
• Record all patient information on the designated in-house screening sheet.
• Document screening results in the onsite tracking tool and the hospital's computer system.
• Identify outpatient/ER accounts designated as self-pay from the census or relevant Review the system for available information for each outpatient account identified as self-pay.
• Conduct face-to-face screenings on-site when possible; attempt to reach patients by telephone if on-site screening is not feasible.
• Document outpatient/ER accounts when accepted in the hospital system and the onsite tracking tool.
• Perform necessary fieldwork, including patient home visits, to screen for eligibility in State, County, and Federal programs.
• Fulfil any other duties as assigned or required by the client contract.

Additional Duties and Responsibilities:

• Cultivate and maintain positive working relationships with hospital staff at all levels and in various departments.
• Report significant occurrences to management promptly (e.g., significant changes in the number or type of referrals).
• Access information for the Patient Advocate Specialist as needed (discharge dates, balances, itemized statements, medical records, etc.).
• Maintain an accurate log of accounts referred each day.
• Achieve specified goals and objectives as assigned by management on a regular basis.
• Always uphold confidentiality standards for account information.
• Maintain an organized and tidy workstation.
• Adhere to established policies and procedures outlined in the Employee Handbook and the Employee Code of Conduct.
• Actively participate in and remain aware of the Corporate Compliance Program.

Expected/Key Results

• XXXXXX

Preferred Educational Qualifications

• High School Diploma or equivalent required.

Preferred Work Experience

• 1 – 3 years’ experience of medical coding, medical billing, eligibility (hospital or government) or other pertinent medical experience is preferred.
• Previous customer service experience preferred

Competencies & Skills

• Must have basic computer skills
• Effectively communicate complex financial information to patients in a clear and empathetic manner.
• Provide exceptional customer service, addressing patient concerns and inquiries promptly and professionally.
• Demonstrate compassion and understanding towards patients facing financial