Patient Financial Advocate: Empowering Patients & Coverage

0090 Presbyterian System Services; Santa Fe (NM); On-site; USD 23,000 - 38,000; Full time

Job summary

Presbyterian Healthcare Services in Santa Fe, NM is seeking a Patient Financial Advocate to screen financial obligations, assist with charity and Medicaid applications, and counsel patients on expected out-of-pocket costs. The role emphasizes CARES Behaviors, accurate registration, and effective communication with patients and staff.

The position requires 3–5 years in healthcare, prior billing/collections, and Epic registration competency within 30 days.

Qualifications

• Three to five years of experience in healthcare field with significant MD and patient interaction required.
• Prior billing office and collection experience preferred.
• Must be able to demonstrate competency in registration with the ability to pass all Epic competencies within 30 days of hire.
• Candidates must be at least 18 years of age at the time of hire.

Responsibilities

• Calculate patient out of pocket expectation (co-insurance, co-payment, deductible, residual amounts) and alert patient to that balance prior to upcoming visit.
• Use coding knowledge to calculate charges for more complicated levels of service (modifiers, lesions, etc).
• Contact patient to set the expectation for payment during the visit.
• Offer an appointment to review account when questions exist.
• Successful collection rate of residual, high-deductible and self pay amounts in a courteous, professional manner using CARES Behaviors.
• Exceptional registration accuracy skills to identify errors and correct them as necessary.
• Serves as a resource to staff regarding account interpretations.
• Identify claims where filing errors have occurred and resubmit the claims to payors for consideration.
• Demonstrated competence in using patient estimator technology and on line tools available to provide a reasonably accurate out of pocket expense expectation for patients and their guarantors.
• Facilitates the operations of the clinic or hospital by providing support to clerical staff to discuss account activity with patients and guarantors.
• Communicates appropriate situations to Clinic Manager , DPO, and Patient Access Supervisor.
• Keeps current on PHS financial policies, including payment plans, programs and other forms of funding.
• Comprehension of billing methodology for an integrated delivery system to include lab and other ancillary services in scope.
• Responsible for covering other POB/PMG clerical operations duties based on business need
• Other duties as assigned.

Skills

MD/patient interaction

Billing & collections

Epic registration competencies

Registration experience

Age 18+

Job description

Presbyterian Healthcare Services in Santa Fe, NM is seeking a Patient Financial Advocate to screen financial obligations, assist with charity and Medicaid applications, and counsel patients on expected out-of-pocket costs. The role emphasizes CARES Behaviors, accurate registration, and effective communication with patients and staff.

The position requires 3–5 years in healthcare, prior billing/collections, and Epic registration competency within 30 days.