Pinnacle Fertility is the nation's fastest-growing physician-centric fertility care platform, supporting more than 25 high-performing fertility clinics and comprehensive fertility service providers nationwide. Under a united mission of fulfilling dreams by building families, Pinnacle clinics offer innovative technology and processes, compassionate patient care, and comprehensive fertility treatment services, ensuring families receive a high-touch experience on their path to parenthood.
The Patient Financial Counselor is an ideal opportunity for those seeking to be an integral part of a fertility patient’s journey toward becoming a parent. If you are customer service-minded, compassionate, and enjoy a fast-paced environment with a variety of duties, then this is the role for you. The Patient Financial Counselor position at Pinnacle will allow you to engage with the patient throughout their journey while working closely with a multidisciplinary team to provide excellent patient care.
We are seeking a Patient Financial Counselor to join our dedicated team at IVF1 in Naperville, IL. This is a full-time position, fully onsite, working Monday-Friday 8:30am -5:00pm.Responsibilities

• Has a high level of knowledge and can effectively explain insurance benefits, coverage limitations, authorization requirements, and billing/contracts, Financial Programs (Lending Club, Emborrow and third-party loan options), and pricing
• Follows financial coordinator workflow to identify and prioritize communication with assigned patients, providing financial support, training, and guidance
• Calculates patient estimated charges; documents estimated patient financial liability (insurance limits and co-payment responsibilities); consults with patients regarding IHR fees and their financial obligations; provides payment options for the patients; and collection of patient’s financial responsibility when required prior to arrival for services
• Secures patient signatures for required forms
• Reviews Financial Schedule daily to determine if assigned patients have their insurance matters in order (e.g., referrals, pre-certifications, and pre-determinations) and “Green Light” the patient’s account when the patient is cleared to start service
• Document accounts appropriately (nAble etc…)
• Conducts ongoing reviews of accounts receivable with patient responsibility for services. Enters financial notes in the billing system after all receivables follow-up activities, so that there is a clear history of actions taken on collecting aged receivables in the account notes
• Responsible for reviewing, interpreting and explaining patient accounts when patients present account conflicts
• Participates in the implementation of procedures to improve the quality and quantity of
• Maintains confidentiality of patient information and account status.
• Communicate with other departments concerning patient account balances and status updates.
• Notifies necessary members of the billing team outcomes via verbal and written communications.
• Assists in periodic reviews of the Financial Counselor’s protocols to ensure efficiency, accuracy and time-management are standards are being followed correctly and are currently relevant to the position.
• Assist with the training of new personnel in Financial Services related matters, including Virtual Assistants (VAs)
• Assists with a variety of special projects
• Solves complex billing issues for staff and with insurance carriers
• Works with all third-party payers to establish an information highway for billing and follow-up on claims
• Works closely with Medical Records issues that prevent claims from final billing (i.e. HCPCS codes, ICD10 codes, Procedure Codes, and Medical Record Request Delays).
• Implements, enforces, and maintains established departmental policies, procedures, and objectives
• Reviews work and/or spot checks work for accuracy
• Maintains required records, reports, and files for the area of responsibility
• Compiles data, information, and/or statistical reports as required or requested by the designated department
• Monitor insurance notifications or insurance coverages
• Set up arrangements / monthly installment plans for patients to pay off balances within the guidelines of IHR collection policy and to be approved by management.
• Receive, research, and request patient and/or insurance refunds.
• Assist with checking benefits and obtaining pre-certifications.
• Function as an official liaison between outside billing services, IHR, and patients
• Promote the mission, vision, and values of the organization

Requirements

• Bachelor’s degree in Finance, Business Administration, Healthcare Administration, or a related field (or equivalent work experience).
• Proven experience as a Financial Counselor in the medical field or a similar role.
• Knowledge of medical billing, coding, insurance processes, and reimbursement methodologies.
• Familiarity with insurance plans, including Medicare, Medicaid, and private insurance.
• Excellent communication and interpersonal skills, with the ability to explain complex financial information to patients in a clear and empathetic manner.
• Strong organizational skills and attention to detail.
• Ability to handle sensitive and confidential information with utmost professionalism.
• Proficiency in financial management software and tools.
• Understanding of healthcare compliance and patient privacy regulations (HIPAA).

Compensation & Benefit$20.00 - $26.00 per hour
The compensation range for this position is between $20.00 - $26.00 per hour. Final compensation offers will be determined based on factors such as years of experience, skills, and qualifications. In addition to competitive compensation, we offer a comprehensive benefits package, including healthcare, dental, life, and vision insurance. Other benefits include generous paid time off (PTO), paid holidays, and a retirement savings program. Further details regarding salary and benefits will be provided during the interview process.
DIVERSITY & INCLUSIVITY At our company, we serve everyone, regardless of gender, sexual orientation, race, ethnicity, or religion. Just as we acknowledge and value the diversity of our patients, we also actively celebrate diversity within our organization. We are an equal-opportunity employer, and we are committed to a safe and inclusive work environment for all. We recognize that diversity among our team allows us to not only more effectively serve our patients, but also to advance innovation and opportunity within our field. We encourage qualified applicants of every background, ability, and life experience to apply to our employment opportunities.