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Patient Financial Advisor

United States, Kansas City · Job Posted February 20, 2026
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Job Description

The Patient Financial Advisor is responsible for providing financial assistance to all patients and families throughout the health system. Assists patients and families to secure payer sources including insurance coverage, Medicaid/ Medicare and other sources available based on need. Follows the enterprise financial clearance and financial assistance policy and procedures. Maintains productivity, quality and customer service requirements according to department policy and procedure.

Job Responsibility

  • Contacts the patient or family by phone or in person to ask them questions about sponsorship linkage
  • Screens patients with financial needs and assists them in finding payment resolution for their accounts
  • Updates patient account information and patient demographic information appropriately
  • Determines possible Medicaid or Disability linkage for patients as needed
  • Negotiates settlements or makes payment arrangements
  • Works daily WQS consisting of all unsecured accounts
  • Assists "walk-in" customers requesting assistance, and customer service calls with questions
  • Processes Care Management Team referrals for Sponsorship
  • Responsible for Point of Service collections and EPIC documentation when applicable

Requirements

  • High School Graduate or GED
  • Must be able to type 45 wpm
  • 3 or more years of combined experience in financial advising, claims processing, collections, customer service, or revenue cycle positions (includes admitting, patient accounting, prior authorizations, or pre-registration)

Nice to have

  • 1 or more years of experience in Epic
  • 1 or more years of experience in CPT-4 and HCPCS coding
  • 1 or more years of experience in Microsoft Word and Excel

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