Patient Financial Counselor

TEKsystems
$23.00 - $27.50 / hr
medical insurance, life insurance, sick time, 401(k), retirement plan
United States, California, Murrieta
Jun 11, 2025
Description Job Purpose: The Financial Counseling is dedicated to follow through of guidelines for financial counseling, financial assistance, and collection practices for all medically necessary services while ensuring access for all patients. Essential Functions: * Complete daily financial counseling workflow included but not limited to: - Running Daily Schedules for consults, new/added procedures - Completing VOB and cost estimates - Collect on all time of service payments for patient responsibility - Applying for financial assistance - Applying for Medi-Cal - Coordinate with Early out collections partner for payment plan and payment financing options * Responsible for monitoring and collecting on all outstanding patient balances owed. * Complete Applications for assistance and patient assistance programs based on clinic need. * Apply and Track all financial assistance applications in assist point. * Ensure maximized assistance gained for all patients based on coverage needs. * Coordinate educational calls with all patients to ensure financial literacy of their insurance and assistance options available according to their individual needs and eligibility. * Conduct campaigns for patient education specific to open enrollment opportunities * Initiate and track all charity care applications according to policy Work closely with other Onsite Financial Counselors, Patient Navigators, front office staff and clinical staff to ensure smooth collection process. * Maintain month Key performance indicators establish both individually and in team setting. * Deliver monthly KPI's to manager on time for prior month. * Regular attendance and punctuality. Additional Skills & Qualifications * Ability to work a flexible schedule as necessary. * 2 years' experience in medical office setting working with medical insurance, coding and financial matters. * Working knowledge of medical terminology as well as ICD-10 and CPT codes. * Strong written/verbal communication, financial assessment, advocacy and crisis response skills, applied within established guidelines of the center. * Strong competency of Microsoft Word, Power point and Excel * Associates Degree or an equivalent combination of education and experience. Experience Level Intermediate Level #westpriority25 Pay and Benefits The pay range for this position is $23.00 - $27.50/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in Murrieta,CA. Application Deadline This position is anticipated to close on Jun 25, 2025. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.