Coordinator, Financial Counseling

Navista is an oncology practice alliance of more than 100 providers across 50 sites, delivering operational and clinical support to community practices while preserving their independence. We believe in the power of community oncology to support patients throughout their cancer journey.

About the role

The Coordinator, Financial Counseling supports patients and providers by ensuring accurate financial clearance, patient education, and identification of financial risk prior to services. This role improves reimbursement outcomes, minimizes financial risk, and enhances the patient experience through proactive and transparent financial communication.

Responsibilities

• 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 treatment or service (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
• Proactively identify accounts that may result in patient balance or denied claims.
• Escalate high-risk accounts to leadership or appropriate teams for review.
• 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.
• 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.
• 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.
• 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 assigned.

Requirements

• 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 (e.g., metastatic vs. early-stage treatment cost differences) preferred.
• Experience with billing systems and interpreting Explanation of Benefits (EOBs).
• Proficiency in Microsoft Office Suite.
• Strong organizational, analytical, and communication skills.
• Ability to navigate multiple systems with ease (e.g., EMR, Registration/PMS systems, VOB systems).
• Ability to verify authorization and financial clearance with minimal direction from supervisors and leadership.
• Critical thinking and adaptability to process and workflow changes.
• 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.

Skills & Competencies

• Effectively applies knowledge of job and company policies to complete a variety of assignments.
• In-depth knowledge in technical or specialty areas.
• Applies advanced skills to resolve complex problems independently.
• May modify processes 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.

Pay

Anticipated hourly range: $21.00 - $27.72 USD. Bonus eligible: No.

Benefits

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