Patient Financial Counselor

Fort Worth, Texas
Posted 1 month ago


Patient Financial Counselor (PFC) is responsible for indirect patient care under the supervision of the Patient Access Manager. He/she will support the clinical workflow in the team based care model  while also performing a variety of task to assist in the delivery of quality care. Responsible for interviewing, verifying insurance benefits, assisting and performing financial case management for uninsured and under-insured patients. Reviews, evaluates and coordinates health insurance benefits available through public and private health care coverage programs to ensure payment. Provides guidance and positive leadership in day-to-day activities and interacts with staff, patients,  public and private partners.

The Patient Financial Counselor will work closely with the clinical and billing departments.

Candidates must be a strong team player and have excellent communication, organization and follow-up skills with the ability to multi-task. The candidate must be able to facilitate, educate and communicate the financial aspects of seeking treatment at NTACHC with patients/families. This position will be responsible for determining a suitable financial assistance program identified as being in need, providing cost estimates to patients and providers.

Must demonstrate professionalism and cultural sensitivity in coordinating activities and communicating with all customers, peers, and the community at large. Conducts self in a professional, respectful and courteous manner during all interactions. Works effectively and collaboratively with others toward common goals.


Provide patient care with utmost customer service, compassion, and integrity to patients/clients in a clinic setting.


Excellent and competitive benefits package offered which includes medical, dental, vision, disability and life insurance. Company matching retirement plan and generous paid time off to include vacation and sick leave accruals starting from the date of hire.


  1. Responsible for overseeing the Financial Counselors in their daily role and responsibilities in the event the Medical and Health Services Manager is unavailable.
  2. Ability to identify process improvement opportunities within the Financial Counselor operations.
  3. Interviews and counsels under-insured and uninsured patients to determine financial eligibility.
  4. Assists uninsured and under-insured patients with the application for the NTACHC Sliding Fee Scale program, Medicaid, HTW and programs.
  5. Ensures complete and accurate applications following the guidelines of the Sliding Fee Process protocol.
  6. Follows up with patients to assist with receipt of verification paperwork to complete applications and eligibility.
  7. Answering patients’ questions regarding scheduling, financials, etc.
  8. General miscellaneous clerical duties.
  9. Provide information about insurance affordability programs and coverage options.
  10. Interview benefit recipients at specified intervals to certify their eligibility for continuing benefits.
  11. Answers the telephone in a prompt, courteous manner identifying their name, and department they are working in
  12. Assists in maintaining an atmosphere of cooperation with other departments and allied professionals
  13. Helps in registration when needed
  14. Obtains and copies insurance cards and updates all financial data in the patient account
  15. Posting of payments.
  16. Interpret and explain information such as eligibility requirements, application details.
    Initiate procedures to grant, modify, deny assistance, or refer applicants to other agencies.
    Compile records, and evaluate personal and financial data.
  17. Work with team members to identify system and workflow improvements to enhance efficiencies.
  18. Work with various city, state, and federal agencies to assist patients with enrollment in various programs.
  19. Keep current and knowledgeable of all policies, procedures, processes while ensuring staff is educated.
  20. Other duties as assigned.


  1. Oral and written communication skills at a level typically acquired through completion of a bachelor’s degree program in public health, health education, communications or related progra An equivalent combination of education and experience will be considered.
  2. Knowledge of the health and human services infrastructure, health insurance programs and public coverage options – Preferred
  3. Ability to effectively develop and nurture relationships with a diverse group of stakeholders.
  4. Ability to work independently and coordinate multiple tasks.
  5. Ability to enthusiastically communication with potential enrollees.
  6. Strong computer skills with proficiency in Outlook, Word, PowerPoint, Excel, internet- based applications and the Microsoft operating system.
  7. Ability to travel for work purposes.



  • Associates degree or 1 – 3 years of financial screening experience.
  • Bilingual (English/Spanish) in verbal and written communication is highly preferred
  • A high degree of organization and accuracy.
  • Perform complex and comprehensive medical care on a variety of patients.
  • Must have strong listening, written and oral communication skills, with ability to communicate clearly.
  • Must have the ability to understand and respond effectively and with sensitivity to all age spectrum’s.
  • Train and evaluate assigned staff.
  • Work with various cultural and ethnic groups in a tactful and efficient manner.
  • Ability to work with diverse staff as needed.
  • Valid ID and Auto Insurance for work travels



The physical demands described herein are representative of those that must be met by a staff member to successfully perform the essential functions associated with this position. Because we are committed to inclusion of those with disabilities, reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions associated with their position.

  • Carrying: Transporting an object, usually by hand, arm or shoulder.
  • Lifting: Raising or lowering an object 25-50 pounds.
  • Repetitive Motions: Making frequent movements with a part of the body.
  • Requires working under stressful conditions or working under irregular hours.
  • Exposure: To communicable diseases, body fluids, toxic substances, medicinal preparations and other conditions common to a clinical environment.
  • Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
  • Ability to work in a moderate noise level in the work environment is required.



Job Features

Job CategoryHealth Care

Apply Online