Financial Counseling Supervisor

2 weeks ago

Fresno, California, United States e CancerCare Full time
Pay Range - $21 - $31.25

Job Purpose:


The Financial Counseling Supervisor is dedicated to upholding consistent guidelines for financial counseling, financial assistance, and collection practices for all medically necessary services while ensuring access for all patients.


Essential Functions:

  • Manage the daily operations of all financial counselors including but not limited to
  • Running Daily Schedules for consults, new/added procedures
  • Completing VOB and cost estimates
  • Applying for financial assistance
  • Applying for Medicaid/Medi-Cal
  • Coordinate with Early out collections partner for payment plan and payment financing options
  • Responsible for monitoring weekly and monthly collections of financial balances owed by patients during their course of treatment.
  • Monitor and track financial assistance applications and approvals within Assist Point
  • Audit Medicare Only patients to ensure all assistance available is accessed and training completed accordingly
  • Monitor Aging Balance report monthly.
  • Review and complete monthly adjustments including hardship, self-pay, etc.
  • Review all Early Out collection Visit Owners Bi-weekly to ensure claims are properly worked.
  • Ability to intervene in crisis situations - quickly and independently discerning financial interventions required - using sound analysis, professional judgment, ethical practice, and common sense.
  • Work closely with the Onsite Financial Counselor, Patient Navigator and front office staff to ensure smooth collection process.
  • Lead monthly check in meeting with all staff members both individually and in group setting to review performance and establish goals moving forward
  • Complete all performance evaluation and improvement plans.
  • Create training policies for financial counseling workflows
  • Deliver monthly KPI's to manager on time for prior month.
  • Manage and approve all team member timecards, PTO, etc.
  • Regular attendance and punctuality.
Qualifications and Education Requirements

  • Ability to work a flexible schedule as necessary.
  • Three or more years' experience in medical office setting working with medical insurance, coding and financial matters.
  • Working knowledge of medical terminology as well as ICD-9 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.
Preferred Skills

  • Financial Counseling and/or budget/credit analysis and counseling experience.
Required Competencies

Excellent judgment, dependability, conscientious performance. Detail oriented. Exceptional interpersonal and communication skills. Caring and empathic. High ethical standards. Mechanical ability and manual dexterity for operating complicated equipments.

Physical Demands and Work Environment


The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical demands:

While performing the duties of this job, employee is required to walk; sit; use hands to handle, or feel objects, tools, or controls; reach hands and arms; talk and hear.

Employee must lift and/or move 50 pounds.

Specific vision abilities required by the job include close vision, distant vision, color vision, peripheral vision, depth perception, speech clarity, climb, balance, and stoop, kneel, and bend.


Work environment:

While performing the duties of this job, the employee is exposed to environmental risk of radiation exposure, and biohazard exposure.

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