Patient Financial Advocate

Ideal Option PLLC; Washington (District of Columbia); Remote; USD 25,000 - 28,000; Full time

Job summary

Ideal Option is seeking a Patient Financial Advocate to support patients with billing inquiries and outstanding balances. This remote role collaborates with clinic staff to resolve accounts and ensure timely payments while maintaining compassionate, patient-centered care.

The successful candidate will follow documented training, handle sensitive financial discussions, and support adherence to HIPAA, 42 CFR Part 2, and privacy standards across multiple states in the U.S.

Qualifications

• High School Diploma or GED required.
• Strong communication and customer service skills needed.
• Familiarity with EHR and billing systems helpful.

Responsibilities

• Connect with patients about outstanding balances and set up payment arrangements.
• Educate patients on financial responsibility, bills, claims, options, and plans.
• Negotiate payment arrangements with empathy and professionalism.

Skills

Communication skills

Customer service

EHR proficiency

Billing systems

Education

High School Diploma or GED

Tools

EHR systems

Billing software

Job description

Job Description

Job Description

Description:

Compensation: $19:00/hrSchedule: Monday - Thursday 8:30 AM - 6:00 PM PST, Friday 10:00 AM - 2:00 PM PSTLocation: Remote (Alaska, Arizona, Arkansas, Florida, Idaho, Maryland, Montana, New Mexico, North Carolina, North Dakota, Oregon, Texas, Washington

About Us:Ideal Option has been working on the front lines of the opioid epidemic since our first clinic opened in 2012. With more than 90 clinics across 11 states, we continuously strive to be the nation’s leading provider of low-barrier evidence-based treatment for opioid use disorder. We are looking for a Patient Financial Advocate to join our growing team and help us in our vision to give back lives, reunite families, and heal communities that are suffering from the devastating effects of substance use disorder.

We value our patients and our employees! We treat our employees like we would want to be treated ourselves: with respect and compassion. Below are some specifics on what Ideal Option offers and the role.

The Role:The Patient Financial Advocate (PFA) provides outstanding service to patients with billing inquiries. This role serves as a key liaison between patients and internal departments to resolve billing issues and collect outstanding balances. The ideal candidate is a quick learner who can follow documented training processes, creatively problem-solve when issues arise during patient interactions, and consistently provide compassionate, patient-centered care.

Additional responsibilities include:

• Connects with patients via clinic chats, phone, texting and email regarding outstanding balances to encourage and set-up personalized payment arrangementsEducate patients on their financial responsibility, their bill and claims processing, payment options, and payment plansPartner with medical assistants to ensure patients and clinic staff receive prompt, thorough responses to their patient collections-related needs and inquiriesNegotiate payment arrangements while maintaining empathy and professionalismReview, maintain, and manage patient alerts and accounts to ensure updated information in chart, accurate charges, payments, adjustments, and balancesGenerate and review patient statements and billing correspondenceServe as a patient advocate by addressing billing questions and concerns clearly and compassionatelyDe-escalate difficult situations while maintaining a professional, respectful toneIdentify billing discrepancies and initiate corrections as neededPost payments and refunds accurately and timelyMaintain accurate documentation of all patient interactions and account activityEnsure compliance with HIPAA, the Privacy Act, and 42 CFR Part 2Meet productivity, quality, and customer service standardsOther projects and duties as assigned

Requirements:

• Minimum Requirements:High School Diploma or GEDPreferred:AA or 1–3 years of experience in medical billing, patient collections, or healthcare revenue cycleKnowledge of medical billing processes, insurance terminology, and patient responsibilityStrong communication and customer service skillsAbility to handle sensitive financial conversations with empathy and professionalism and to de-escalate situations promptlyProficiency in electronic health records (EHR) and billing systemsFamiliarity with Medicare, Medicaid, and commercial insurance plansExperience using personal computers, including Microsoft Office Suite, with the ability to multitask within internet browsers and electronic spreadsheets