Overview
Patient financial counselors review charges, explain benefits, estimate out of pocket costs and connect patients with charity care, payment plans or social supports to reduce financial barriers to care.
Clinical and Administrative Tasks
They verify insurance eligibility, obtain prior authorizations when needed, prepare cost estimates and coordinate with billing and case management teams for complex cases.
Advocacy and Support
Counselors help patients navigate appeals, identify assistance programs and document financial hardship to facilitate access to necessary services.
Training and Tools
Roles require knowledge of billing systems, payer rules and strong communication skills and often involve training in financial counseling and patient advocacy.