Patient Financial Navigator

Insight Global; Aliso Viejo (CA); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

On-site role

Job summary

Insight Global is seeking a Financial Counselor to support patient admissions and financial operations in a fast-paced healthcare setting. You will guide patients and families through insurance verification, eligibility, and payment planning, working on-site in California.

Daily duties include documenting demographics, reviewing applications, preparing counseling reports, and coordinating payments. You will help assess needs and refer to programs like Medicare and Medi-Cal, ensuring accurate

Qualifications

• 1–2+ years of experience within a medical facility or medical office.
• Experience with insurance verification, collections and financial counseling.
• HIPAA compliance knowledge.
• Experience working with credit balances (self-pay and commercial payer).
• Proficiency in Microsoft Office (Excel, Word, Outlook).
• Familiarity with EMR systems.
• Bilingual in English and Spanish.

Responsibilities

• Participate in admissions, responding to inquiries about services, insurance, and financial obligations.
• Perform insurance verification and eligibility screenings.
• Provide financial counseling to patients and families related to self-pay, co-pays, and outstanding balances.
• Review applications and patient data for accuracy and completeness.
• Collect and document all patient demographic and financial information.
• Prepare and present daily financial counseling reports.
• Assess patient financial needs and refer to assistance programs (e.g., Medicare, Medi-Cal, Covered CA).
• Coordinate and collect patient payments, including in-person collections and follow-ups.
• Conduct daily follow-up for outstanding balances and financial needs.
• Maintain knowledge of case rates (IP, OP, CD), levels of care, and daily census activity.
• Manage and reconcile credit balances, including self-pay and commercial payer.

Skills

Insurance verification

Collections

Financial counseling

HIPAA compliance

Bilingual: English/Spanish

Credit balances experience

Education

High School Diploma or equivalent

Tools

Microsoft Office

EMR systems

Job description

Insight Global is seeking a Financial Counselor to support patient admissions and financial operations in a fast-paced healthcare setting. You will guide patients and families through insurance verification, eligibility, and payment planning, working on-site in California.

Daily duties include documenting demographics, reviewing applications, preparing counseling reports, and coordinating payments. You will help assess needs and refer to programs like Medicare and Medi-Cal, ensuring accurate