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Patient Financial Advocate
Cleveland ClinicPatient Financial Advocate assisting patients with financial responsibilities at Cleveland Clinic. Counselling and advocating for patients regarding payment options and financial assistance.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in patient advocacy and financial counseling, with a strong background in insurance processes and medical collections. Proficient in utilizing the Epic system, particularly the Resolute module, to ensure accurate documentation and maximize collection efforts.
Highest-signal resume keywords
Epic System ExperienceMedical CollectionsInsurance Processes KnowledgeFinancial CounselingCustomer-Facing Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ClearanceBillingInsurance AuthorizationDocumentationPrepay Collection
Soft Skills
AdvocacyProblem SolvingCommunication
Tools & Technologies
Epic System
Industry Keywords
Insurance BenefitsCo-InsuranceDeductiblesCo-Pay ResponsibilitiesHCAP/FAP Policies
About the role
Key responsibilities & impact- Counsel patients regarding insurance benefits and recommend alternative sources of payment and financial assistance
- Contact insurance carriers or other sources and act as an advocate for the patient
- Initiate process for collecting prepays due and perform follow-up to ensure maximum collection is achieved
- Identify and resolve issues related to registration, financial clearance, insurance company authorization requirements, billing, insurance company explanation of benefits, provider-based billing, governmental requirements, HCAP/FAP policies and restrictions
- Update and correctly document in appropriate computer systems
Requirements
What you’ll need- High School Diploma/GED and three years of experience in a customer-facing role with in-person or phone contact OR Associate’s Degree and two years of experience OR Bachelor’s Degree and one year of experience
- Epic system experience, specifically with the Resolute module
- Strong finance background
- Knowledge of insurance processes, including deductibles, co-insurance, and co-pay responsibilities
- Prior experience in medical collections, banking, or a similar financial services role
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Paid time off
- Remote work options
- Professional development opportunities