[Hiring] Coordinator, Financial Counseling @Cardinal Health

Role Description

The 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 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 TOS.
  • Assist patients in understanding their financial obligations prior to services.
• Financial Risk Identification
  • Evaluate potential financial risks associated with scheduled services, including:
    • Coverage limitations
    • Medical necessity concerns
    • Frequency limitations
    • Out of Network Benefits and coverages
  • Proactively identify accounts that may result in patient balance or denied claims.
  • Escalate high-risk accounts to leadership or appropriate teams for review.
• Denials Prevention & Support
  • Collaborate with clinical and administrative teams to reduce the 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.
• Documentation & Compliance
  • 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.
• Collaboration & Communication
  • 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.
• Operational Excellence
  • 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.

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.

Requirements

• 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 skills to resolve complex problems independently.
• May modify process to resolve situations.
• Works independently within established procedures; may receive general guidance on new assignments.
• May provide general guidance or technical assistance to less experienced team members.

Benefits

• Medical, dental and vision coverage.
• Paid time off plan.
• Health savings account (HSA).
• 401k savings plan.
• Access to wages before pay day with myFlexPay.
• Flexible spending accounts (FSAs).
• Short- and long-term disability coverage.
• Work-Life resources.
• Paid parental leave.
• Healthy lifestyle programs.