Patient Financial Counseling Coordinator

Cardinal Health; Jackson (MS); On-site; USD 22,000 - 35,000; Full time

Job summary

Cardinal Health is seeking a Coordinator, Financial Counseling to support patients and providers with financial clearance, education, and risk assessment before services. This role strengthens the Revenue Cycle by improving reimbursement outcomes and patient experience through clear cost communication.

The incumbent collaborates with clinical teams to minimize financial risk and ensure compliant documentation, while navigating multiple systems for accurate pre-service financial readiness.

Qualifications

• Minimum of 4 years of experience in a healthcare business office or revenue cycle role preferred
• Strong knowledge of insurance and benefits and patient Financial Assistance Programs
• Strong understanding of oncology treatment pathways
• Familiarity with high-cost oncology drugs, infusion services and specialty pharmacy billing preferred
• Working knowledge of diagnosis driven financial impact (metastatic vs early stage treatment cost difference) preferred
• Experience with billing systems and interpreting EOBs
• Proficiency in Microsoft Office Suite
• Strong organizational, analytical, and communication skills
• Ability to navigate multiple systems with ease, i.e. EMR, Registration/PMS systems, VOB systems, verifying Auth and Financial clearance with minimal direction from supervisor(s) and leadership.
• Critical thinking and ability to think outside the box, adapt to process and workflow changes easily
• Experience in oncology or specialty care preferred
• Working knowledge of: ICD-10, CPT, and HCPCS coding, managed care concepts and fee structures
• Background in financial counseling or patient-facing financial roles

Responsibilities

• Review daily schedules to identify patients requiring financial clearance.
• Educate patients on expected financial responsibility, including deductibles, copayments, coinsurance, out-of-pocket maximums.
• Provide clear, compassionate communication regarding treatment costs and payment expectations prior to services.
• Assist patients in understanding their financial obligations prior to services.
• Evaluate potential financial risks associated with scheduled services, including coverage limitations, medical necessity concerns, and frequency limitations.
• Proactively identify accounts that may result in patient balance or denied claims.
• Escalate high-risk accounts to leadership or appropriate teams for review.
• Collaborate with clinical and administrative teams to reduce risk of claim denials.
• Support resolution of pre-service financial issues that may impact reimbursement.
• Assist in identifying trends related to financial risk and patient responsibility.
• Maintain accurate documentation of all financial discussions with patients.
• Ensure all notes are clear, complete, and compliant with organizational standards.
• Protect patient confidentiality in accordance with HIPAA standards.
• Work closely with clinical and administrative teams to ensure alignment on patient financial readiness.
• Communicate effectively with internal teams to support accurate and timely revenue cycle processes.
• Provide exceptional customer service with empathy, professionalism, and respect.
• Manage multiple tasks efficiently in a fast-paced environment.
• Demonstrate strong attention to detail and problem-solving skills.
• Maintain consistent attendance, punctuality, and teamwork.
• Support additional duties and projects as they are assigned.

Skills

Healthcare billing

Insurance knowledge

Patient communication

Microsoft Office

HIPAA compliance

Tools

EMR systems

Registration/PMS systems

VOB systems

Job description

Cardinal Health is seeking a Coordinator, Financial Counseling to support patients and providers with financial clearance, education, and risk assessment before services. This role strengthens the Revenue Cycle by improving reimbursement outcomes and patient experience through clear cost communication.

The incumbent collaborates with clinical teams to minimize financial risk and ensure compliant documentation, while navigating multiple systems for accurate pre-service financial readiness.