Coordinator, Financial Counseling
Listed on 2026-09-21
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Healthcare
Healthcare Administration, Medical Billing and Coding
Coordinator, Financial Counseling About Navista
We believe in the power of community oncology to support patients through their cancer journeys. As an oncology practice alliance comprised of more than 40 sites, Navista provides the support community practices need to fuel their growth—while maintaining their independence.
What Revenue Cycle Management (RCM) contributes to Cardinal HealthPractice Operations Management oversees the business and administrative operations of medical practices.
Revenue Cycle Management manages a team focused on a series of clinical and administrative processes that healthcare providers utilize to capture, bill, and collect patient service revenue. The revenue cycle shadows the entire patient care journey and begins with patient appointment scheduling and ends when the patient’s account balance is zero.
Position SummaryThe Coordinator, Financial Counseling is responsible for supporting patients and providers by ensuring accurate financial clearance, patient education, and identification of financial risk prior to services being rendered.
This role plays a critical part in the Revenue Cycle by improving reimbursement outcomes, minimizing financial risk, and enhancing the patient experience through proactive and transparent financial communication.
Responsibilities Financial Counseling & Patient Support- Review daily schedules toidentifypatientsrequiringfinancial clearance.
- Educate patients on expected financial responsibility, including:
- Deductibles
- Copayments
- Coinsurance
- Out-of-pocket maximums
- Provide clear, compassionate communicationregardingtreatment costs and payment expectations prior to TOS.
- Assist patients in understanding their financial obligations prior to services.
- Evaluate potential financial risks associated with scheduled services, including:
- Coverage limitations
- Medical necessity concerns
- Frequency limitations
- Out of Network Benefits and coverages
- Proactivelyidentifyaccounts that may result in patient balance or denied claims.
- Escalate high-risk accounts to leadership or appropriate teamsfor review.
- Collaborate with clinical and administrative teams to reduce the risk of claim denials.
- Support resolution of pre-service financial issues that mayimpactreimbursement.
- Assistinidentifyingtrends related to financial risk and patient responsibility.
- Maintainaccuratedocumentation of all financial discussions with patients.
- Ensureall notes are clear, complete, and compliant with organizational standards.
- Protect patient confidentiality in accordance withHIPAA standards.
- Work closely with clinical and administrative teams to ensure alignment on patient financial readiness.
- Communicate effectively with internal teams to supportaccurateandtimelyrevenue 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.
- Supportadditionalduties and projects as they are assigned.
- Minimum of 4 years of experience in a healthcare business office or revenue cycle role preferred
- Strong knowledgeofinsuranceandbenefits and patient Financial Assistance Programs
- Strong understanding of oncology treatment pathways
- Familiarity with high-cost oncology drugs, infusionservicesand specialty pharmacy billing preferred
- Working knowledge of diagnosis driven financial impact(metastatic vsearly 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 tothink outside the box, adapt to process and workflow changes easily.
- Experience in oncology or specialty ca repreferred
- Working knowledge of: ICD-10, CPT, and HCPCS coding, managed care concepts and fee structures
- Background in financial counseling or patient-facing financial roles
- Effectively applies knowledge of job and company policies and procedures to complete a variety of assignments
- In-depth knowledge in technical or specialty area
- Applies advanced…
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