Patient Financial Counseling & Client Support

Job Title: Patient Financial Counseling & Client Support

Job Code: [KP-OBHWPF]

Position type: Full-Time

Working Hours: 8:00 AM -4:30 PM Central Daylight Time, Monday - Friday

Salary rate : $5-$7 per hour

Key Responsibilities:

• Educate clients on insurance benefits, coverage options, and financial responsibilities for services rendered.
• Meet with clients to review payment options, including uninsured, underinsured, and commercially insured individuals.
• Assist clients in applying for Medicaid, insurance programs, financial assistance, and other available resources.
• Determine eligibility and apply grants, funding sources, and sliding fee scale programs when appropriate.
• Coordinate referrals, advanced beneficiary notices (ABNs), and other required financial documentation.
• Provide compassionate and professional customer service while addressing financial concerns and questions.
• Establish payment plans tailored to clients' financial situations and monitor compliance.
• Collect self-pay balances and follow up on outstanding accounts.
• Post client payments accurately and reconcile daily cash and payment transactions.
• Review aging reports and conduct proactive outreach regarding outstanding balances.
• Assist with monthly collection efforts for newly discharged clients.
• Participate in collections review meetings and assist in assigning accounts to external collection agencies when appropriate.
• Support all phases of the collections process while maintaining positive client relationships.

Requirements

• Minimum 1 year of experience in healthcare administration, patient financial services, medical billing, insurance verification, or revenue cycle management.
• Knowledge of insurance benefits, Medicaid eligibility, patient collections, and payment plan administration.
• Strong customer service, communication, and problem-solving skills.
• Experience with electronic health records (EHR), billing systems, and Microsoft Office applications.
• Ability to handle confidential information with discretion and professionalism.

Basic requirements

• Must be proficient in speaking and writing English very clearly
• Must have relevant work experience
• Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding [mandatory]
• Must be available for video meetings with your camera on (when needed)

Technical requirements

• Device: Reliable laptop or desktop computer.
• Internet: High-speed connection (minimum 25 Mbps).
• Audio: Noise-canceling headset.
• Video: Webcam for virtual meetings.
• Workspace: Quiet, professional environment.

Benefits

• Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.
• Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
• HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients.
• Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention.
• Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule.
• Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client.
• Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.
• Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.

These are optional resources and client-approved allowances available to you as an independent contractor. Any resources, trainings, or allowances listed are optional contractor perks and not employee benefits.