Patient Financial Counselor

Ivy Fertility

Full-time Patient Financial Counselor at Dallas IVF supporting patients in managing fertility treatment costs and insurance coverage. Involves extensive financial consultations and insurance verifications.

Posted 6/30/2026full-timeFrisco • Texas • 🇺🇸 United StatesJuniorMid-Level💰 $24 - $28 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial consultations, insurance verification, and patient advocacy within the healthcare sector, particularly in fertility treatment. Proficient in managing financial responsibilities, payment plans, and compliance with insurance requirements while providing exceptional customer service.

Highest-signal resume keywords

Insurance VerificationPatient Financial ServicesFertility Treatment KnowledgeMicrosoft Office ProficiencyCustomer Service Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance Benefits ExplanationFinancial ConsultationPayment Plan CoordinationFinancial DocumentationAuthorization ManagementBilling ProceduresInsurance Coverage AnalysisFinancial Assistance IdentificationCost Estimation PreparationData Entry in EMR Systems

Soft Skills

Interpersonal SkillsOrganizational SkillsAttention to DetailCompassionate CommunicationTeam Collaboration

Tools & Technologies

Electronic Medical Record (EMR) SystemsPractice Management SoftwareMicrosoft Excel

Industry Keywords

Healthcare AdministrationCommercial InsurancePatient AdvocacyBilling ComplianceInfertility Services

About the role

Key responsibilities & impact

Conduct financial consultations with new and established patients regarding fertility treatment costs, insurance coverage, financial responsibilities, payment plans, and financing options.
Meet with patients following provider consultations to review recommended treatment plans and associated costs.
Explain insurance benefits, limitations, exclusions, and out-of-pocket expenses in clear, patient-friendly language.
Review available financing programs, loan options, and alternative payment solutions for patients with limited or no insurance coverage.
Assist patients in identifying financial assistance programs and available resources when appropriate.
Prepare and distribute financial estimates, treatment fee letters, and other financial correspondence.
Serve as a patient advocate and resource for financial and billing-related questions throughout the treatment process.
Collect payments and coordinate payment arrangements in accordance with practice policies.
Other duties as assigned.
Verify insurance eligibility and benefits, including in-network and out-of-network coverage, copays, deductibles, coinsurance, exclusions, and lifetime maximums.
Obtain and document insurance benefits through payer websites, telephone inquiries, and other available resources.
Secure referrals, prior authorizations, predeterminations, and approvals for procedures, surgeries, and fertility treatment cycles.
Maintain accurate documentation of insurance benefits, authorizations, and coverage determinations within the electronic medical record.
Monitor authorization status and communicate approvals, denials, and updates to patients, providers, and billing staff.
Ensure compliance with all commercial insurance and government payer requirements.
Maintain accurate patient demographic, insurance, and financial information within practice management and EMR systems.
Document all patient interactions, insurance activity, financial discussions, and account updates.
Communicate with patients and staff through phone, email, portal messaging, and other communication platforms.
Respond to inbound patient inquiries regarding insurance coverage, treatment costs, billing concerns, and account status.
Participate in departmental projects and process improvement initiatives.
Perform other duties as assigned.

Requirements

What you’ll need

High school diploma or equivalent required; Associate degree in Business, Accounting, Healthcare Administration, or related field preferred.
Excellent customer service and interpersonal skills are a must
Ability to explain complex insurance and financial concepts clearly and compassionately.
Minimum two years of experience in a healthcare, medical office, patient financial services, insurance verification, billing, or related role; Experience in infertility highly preferred
Working knowledge of commercial insurance plans
Experience obtaining insurance verifications, referrals, prior authorizations, and benefit determinations
Proficiency with Microsoft Office applications, including Excel.
Strong organizational skills, attention to detail, and ability to manage multiple priorities in a fast-paced environment
Ability to work independently while collaborating effectively within a team environment

Benefits

Comp & perks

Health insurance
Flexible work arrangements