Financial Counselor

The Medical Eligibility Worker / Financial Counselor is responsible for identifying patients who may qualify for government-sponsored healthcare programs, health insurance coverage, and hospital financial assistance. This position provides eligibility screening, financial counseling, application assistance, insurance verification, and follow-up to help patients obtain appropriate coverage and understand their financial responsibilities.

The role works collaboratively with Case Management, Social Services, Patient Access, Utilization Review, and Discharge Planning to resolve financial and insurance barriers that may delay patient discharge. The position is essential to supporting timely patient transitions, reducing avoidable hospital length of stay, improving reimbursement opportunities, and ensuring patients receive information about available financial resources.

High school diploma or equivalent required; associate degree or relevant college coursework preferred. Experience in medical eligibility, financial counseling, patient access, healthcare billing, insurance verification, or public assistance programs preferred. Knowledge of Medi-Cal, Medicaid, Medicare, hospital financial assistance, and applicable eligibility requirements preferred.

Strong communication, customer service, problem-solving, and organizational skills. Ability to review financial documentation, manage multiple cases, and prioritize time-sensitive needs. Proficiency with electronic health records, computer applications, and data-entry systems.

Ability to work collaboratively with interdisciplinary teams and external agencies. Commitment to patient confidentiality, accuracy, and compassionate service.