The Patient Financial Coordinator (PFC) performs a vital role on the Patient Financial Services Team to coordinate the financial aspects of the patient’s care. Together with fellow team members, the PFC works toward creating a streamlined financial experience. The PFC ensures that patient’s financial outlook is clearly outlined to ensure that the patient is well educated about the financial and insurance aspects of their care by the Patient Financial Coordinator (PFC), and that steps are taken by the practice to ensure that proper payment is received from the patient or the patient’s insurance company on a timely basis. The PFC serves as a resource to patients regarding financially-related matters such that they are accessible to patients for ongoing questions regarding this aspect of their care via telephonic mean or portal communications. This position reports directly to the RCM Corporate Team Management.

What You’ll Do Every Day

• Insurance verifications for “flagged” carriers and or specific carriers (WINfertility, Progyny, Cigna & UHC) patients prior to the New Patient (NP) appointment and prior to the start of any treatment cycle.
• Ensure insurance benefits have been input into the practice management system.
• For patients that have a change in insurance during their course of care, reverify or cause to have reverified, the patient’s insurance, and input the result of same into the practice management system.
• Ensure that insurance is attached on the chart level for all patients; for existing patients with a change in insurance, ensure that a change of insurance attachment on the chart level has been performed.
• For each patient assigned to the team, know the pre-certification requirements of the patient’s insurance policy and payer.
• Perform pre-certifications or pre-authorizations.
• Determine patient responsibility amounts based on the pre-certification performed. Communicate with the patient via phone or secure portal messaging the patient responsibility amount to be paid in advance of the related procedure.
• Ensure that written pre-authorization documentation is received, when such written documentation is required, in advance of the patient proceeding with care.
• Respond to all patient inquiries, via either phone, portal messaging or in person, regarding their account and insurance related matters.

Other Duties

Required Knowledge, Skills and Abilities

• Strong analytical skills and the ability to effectively read, generate and analyze reports.
• Superior judgment and decision-making skills.
• Strong ethics and a high level of personal and professional integrity.
• Excellent customer service skills with high expectations to consistently delivery quick responses and provide an exceptional experience for all employees and managers.
• Excellent interpersonal and communication skills, an outgoing personality, with a professional demeanor and positive attitude with the ability to communicate positively and professionally with patients and staff members at all levels.
• Excellent written and verbal communications skills.
• Strong attention to detail, excellent organizational skills and excellent multitasking abilities.
• Demonstrated ability to be a team player and possess a willingness to perform duties that are assigned or delegated to them as well as a willingness to perform duties of other employees as needed.
• Strong ability to maintain confidentiality and exercise discretion regarding confidential and sensitive information.
• Participate in identifying problems and suggesting solutions.
• Exhibit courteous, compassionate and respectful treatment of internal and external customers. Displays a positive attitude and flexibility in changing situations.

Education and Experience

• Minimum of High School Diploma or GED, required; Associate’s degree preferred, or equivalent relevant professional work experience.
• 1+ years of experience in a professional work environment. While a healthcare environment is desirable, it is not required.
• Strong proficiency with Microsoft Office programs, specifically Word, Excel, and Outlook.

Supervisory Responsibilities

This job operated in a professional office setting performing predominantly sedentary work. This role routinely uses standard office equipment such as computers, including computer keyboards and mice; telephones; photocopiers; scanners; filing cabinets. While performing the duties of this job, the employee is regularly required to talk, see and hear. The employee is frequently required to sit; will occasionally stand and/or walk; use hands and fingers to grasp, pick, pinch, type; and reach with hands and arms. Employee is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; viewing a computer terminal; extensive reading; operation of standard office machines and equipment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Why Join CCRM Fertility?

What we Offer our Team Members

• Competitive pay and bonus opportunity
• Medical, dental and vision benefits
• 401(k) with Company match
• Paid time off and holiday time
• Professional development opportunities
• Job training and cross training opportunities

FLSA Status

Pay Range

Pre-Employment Requirements

Who Is CCRM Fertility?

CCRM Fertility has 34 locations in North America, serving patients in 12 major metropolitan areas, including Atlanta, Boston, Dallas-Fort Worth, Denver, Houston, New Jersey, New York, Northern Virginia, Minneapolis, Orange County, San Francisco Bay Area, and Toronto.

CCRM Fertility is a proud strategic partner of Unified Women’s Healthcare, a focused women’s health company that strategically operates, affiliates, or invests in business that drive better outcomes and experiences for patients for every milestone and moment of her healthcare journey. For more information, visit www.ccrmivf.com.

Equal Employment/Anti-Discrimination

We are an equal opportunity employer. In all aspects of employment, including the decision to hire, promote, discipline, or discharge, the choice will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.