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  • High school or equivalent (Required)
  • EPIC: 1 year (Preferred)
  • US work authorization (Preferred)



The Patient Financial Advisor offers a welcoming, high quality and supportive clinic service experience for patients, families, and staff. Responsible for pre-registering encounters to ensure accurate documentation as well as estimating, collecting, posting, and managing patient account payments. Also includes reviewing insurance eligibility/benefits and arranging appropriate payment plans. The Financial Advisor will have knowledge of all aspects of the dual-department processes from registration through collections and be responsible for promoting the medical practice products, procedures and services through education, patient outreach, and strong skills in consultative selling.


1. Contacting self-pay and/or high dollar patient accounts to inquire payment intentions and advise of expected financial commitments.

2. Review and fulfill pre-registration responsibilities on upcoming schedule and inform patients of required copays due upon check-in.

3. Obtain pre-service eligibility and benefits and provide cost estimates to patients, with or without insurance, based on financial policies.

4. Absorb phone calls from internal and external customers answering questions, taking payments, and resolving issues; all while working independently.

5. Understand and be able to discuss CareCredit with qualified applicants.

6. Maintain a relationship with our first- and third-party collection agencies and work together to find the best solution for our patients.

7. Work within a high-pace, high volume environment which requires an aptitude for multi-tasking.

8. Being fully educated on all products, procedures, treatments, programs and promotions offered and having the ability to be clear and effective when communicating and educating patients.

9. Serve as a liaison between patient, clinical staff and providers.

Performs other projects/tasks as requested. This list is not inclusive of all duties and responsibilities that may be assigned. They are only listed as typical. Any other duties and responsibilities assigned will be of a similar nature requiring the same relative skill and capabilities.



To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.



  • High school diploma or equivalent is required. Associates degree in Business, Accounting, Health Care Business Services or comparable is preferred.
  • Minimum of one-year experience in a healthcare environment as a Registrar, Biller/Collector or Financial Counselor/Advisor.
  • Previous financial or medical insurance experience preferred.
  • High level organizational skills which must include great follow up and self- motivation.
  • Possesses a thorough understanding of insurance plans (benefits) and contracts (in/out of network) and be able to explain coverage-related concepts to patients.
  • Understands more complete concepts as they pertain to registration, insurance and financially securing an account.
  • Basic knowledge of medical terminology, including CPT and ICD-10 coding
  • Intermediate knowledge and previous experience with MS Office software with the ability to create and manipulate documents and spreadsheets.
  • Experience working with Epic software is preferred.



  • Knowledge of medical billing/collection practices.

· Models a professional disposition and communication style.

· Maintains confidentiality at all times.

· Adherence to strict confidentiality standards and compliance as to scope of role, record keeping, PHI and HIPPA.

  • Detail oriented, possessing strong organizational skills with the ability to manage multiple tasks simultaneously while maintaining a high level of quality.
  • Ability to work under pressure and with constant interruptions.
  • General understanding of Healthcare Revenue Cycle.

· Specific safety certification/recertification may be required per the organization.



The nature of the job requires sitting for extended periods of time. While performing the essential functions of the job one may occasionally bend/stoop, squat, reach above shoulder, crouch, kneel balance, push/pull. Some lifting/carrying up to 10 lbs. is required. The use of hands for repetitive simple grasping, firm grasping, fine manipulating is required. Must utilize hearing for continuous conversations, telephone use, background noise. Frequent stress may occur. The job requires frequent independent decision-making.

This job description is not a guarantee of employment. It is understood that employment is “at will,” and the employer or the employee may terminate employment at any time.

To perform this position successfully, an individual must be able to perform the essential job duties satisfactorily (with or without accommodation). Reasonable accommodations may be made to enable individuals with disabilities to perform the primary job functions.

Job Type: Full-time

Pay: From $16.38 per hour


  • 401(k)
  • Dental insurance
  • Disability insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Retirement plan
  • Vision insurance


  • 8 hour shift
  • Day shift
  • Monday to Friday

Ability to commute/relocate:

  • Wausau, WI 54401: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

  • How did you hear of this opportunity?


  • High school or equivalent (Required)


  • Healthcare: 1 year (Required)
  • Financial or medical insurance: 1 year (Preferred)
  • EPIC: 1 year (Preferred)

Work Location:

  • One location

Work Remotely:

  • No
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