Patient Financial Counselor LMC

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This position is located at Lutheran Medical Center in Wheatridge, CO 

Schedule:Wednesday thru Sunday, weekdays 3PM-11:30PM and every weekend 10AM-630PM Saturday and Sunday.



The Financial Health Advocate is responsible for providing financial advocacy counseling to individuals who are uninsured and under insured.


The Financial Health Advocate determines patient’s medical financial needs by assisting patients in applying for Medicaid coverage, qualifying for State or Federal programs, education of the Affordable Care Act, presenting patients with payment plan options, and identifying individuals who are in need of Financial Assistance.

  • This position is responsible for quality assurance in application processing and procedures, along with adhering to all compliance requirements mandated by CMS, HIPAA, JCAHO, etc.
  • Acts as liaison between departments located at the care site and/or RSC; fostering open communication and team work, utilizing positive and effective communication with all team members. 
  • Ability to apply knowledge of federal and state programs to benefit coverage for the patient; Medicaid, SSDI, SSI, etc.
  • Deliver education in regards to explaining affordability programs, qualified health plans, essential health benefits and rights when using insurance.
  • Educate patients about Connect for Health Colorado (C4HCO) meeting with patients in person or via phone to explain services available, reasons to buy health insurance, and options for coverage
  • Is able to understand the PEAK and Connect for Health web-based decision tools and guide patients through the process of narrowing choices for qualified health plans
  • Educate and assist patients on affordable payment plan options while adhering to the SCL payment plan guidelines
  • Establishes acceptable payment arrangements on self-pay accounts.
  • Understanding of SCL’s Financial Assistance Policy and procedures. 
  • Knowledge and understanding of the 501r Regulation
  • Ability to run and provide estimates to patients for services provided by SCL Health
  • Collects patient payments and  provides receipt accurately completing all required fields
  • Remaining current with the Connect for Health Colorado programs and maintain certification
  • Complete, pass, and maintain Colorado’s state certification for CAAS (Certified Application Assistance Site) Colorado’s Outstationing grant program. Along with adhering to the rules and regulations set forth by the State of Colorado.
  • Maintains departmental and/or individual work queues and reports as required
  • Explains/answers patient billing inquiries and interprets statement data to resolve accounts
  • Demonstrates discretion in verbal and written communication with patients and SCL Health staff ensuring patient confidentiality at all times
  • Documents patient account notes for all interactions/transactions in EPIC and/or CAC Tracker


  • Basic computer knowledge including experience with Microsoft Office Suite.
  • High school diploma / GED or equivalent
  • One year Financial Counseling experience and/or insurance knowledge
  • Excellent customer service skills, both written and verbal. 
  • Interpersonal skills necessary to interact with patients and their families, physicians, nursing personnel and co-workers.  
  • Strong organizational skills and attention to detail.  
  • Ability to multi-task and coordinate more than one event at a time.  Professionalism required.  
  • Knowledge of medical terminology and healthcare benefit plans, drug reimbursement programs, Medicare, Medicaid and other third party payers.


  • Financial Counseling experience  - 2+ years
  • Medicaid / Medicare knowledge 
  • Insurance knowledge
  • Previous Certified Application Counselor training (CAC)  - State and/or Federal
  • Understanding of State and Federal Programs available to the indigent care population i.e. food stamps, Medicaid expansion, SSI, SSDI, etc.
  • Ability to read, understand and apply personal tax return information
  • Ability to read and understand a profit and loss statement
  • Previous hospital/medical office, medical insurance and/or customer service experience preferred

Organization: Lutheran Medical Center, Wheat Ridge, CO
Primary Location: CO-Denver/Boulder/Surrounding Areas-Wheat Ridge
Department: SYS-Pt Access-Finan Counseling
Schedule: Full-time
Shift: Evening Shift
Job Posting: 4/7/2017 10:59:03 PM
FTE: 1.0
Job Number: 17002659
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