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Patient Financial Counselor

Chinese Hospital | San Francisco Bay Area

About This Role


Patient Accounting

Reports to

Patient Financial Services Director


Full Time

Requisition #


The Patient Financial Counselor offers financial advice and assistance to patients regarding medical bills. They are the liaison between patients and their insurance companies; often coordinating payments and answering questions from both parties. Their job is to handle financial obligations so that patients and physicians can focus on healthcare.

  • Communicate with patients and insurance companies on the phone
  • Appropriately document and report payment information
  • Educate patients about payment options and financial assistance
  • Negotiate and strategize patient payment arrangements
  • Update patient accounts and balances
  • Review and process patient and insurance company forms
  • Work with pharmacies and pharmacy insurance programs to make sure prescribed medications are covered by the patient’s financial resources.
  • Provide proper documentation to patient’s insurance company to ensure coverage.
  • Work with patients to obtain grants or financial aid for those in need of additional financial assistance.
  • Follows Hospital and Department policies and procedures at all times, including but not limited to: Administrative Manual,
  • Environment of Care, Human Resources, Infection Control, Corporate Compliance, Code of Ethics, etc.
  • Attend, actively participate and complete in-services, training classes, mandatory classes, seminars/workshops, staff meetings, exercises and drills; reads all department communication and assigned materials.
  • Customer Service – Provides excellent customer service and shows compassion to all patients, visitors and co-workers.
  • Seeks feedback to ensure all needs are met. Anticipates and recognizes the concerns of others, even if those concerns are not openly expressed.
  • Communication ­– Keeps manager and team informed of progress, problems, development and plans. Gets along and interacts positively with co-workers and others.
  • Accepts and performs other duties as assigned.


  • Bilingual in Chinese (Cantonese and/or Mandarin) or Spanish
  • Medical Office Experience
  • Computer proficiency (EMR knowledge a plus)
  • Effective communication skills to work with patients, families, doctors and insurance providers
  • Strong Customer Service
  • Ability to effectively present information, both verbal and written.
  • Ability to take initiative, adapt to changing priorities, and work independently
  • Strong time management and prioritization skills
  • Knowledge of Medical Terminology including medications


  • High School Diploma or GED.
  • Knowledge of community resources and cultural needs.

While performing the duties of this job, staff is regularly required to sit, stand, walk, talk, and/or listen. He/she uses his/her hands to do computer work, write reports, do equipment set-up/cleaning/storage, clerical support, etc. He/she will be using the phone frequently. Good vision is needed to be able to read schedules, enter accurate data, etc. He/she must have good general health and demonstrate emotional stability so as to carry out the above-enumerated duties.

  • Able to lift up to 30 pounds.
  • Stand, walk, and move 50% of the day.
  • Use proper body mechanics when handling equipment.

Complies with Chinese Hospital Compliance Handbook including Code of Ethics and all statutes, regulations, guidelines applicable to federal and state programs. Responsibilities include, following the guidelines and reporting suspected violations of any statute, regulations, agreements or guidelines applicable to all healthcare programs.

Starting at $25.26-37.86, per hour. The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to, internal equity, experience, education, specialty and training. This pay scale is not a promise of a particular wage.

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