Patient Financial Navigator

Allina Health

. Screen newly diagnosed patients to identify those appropriate for financial navigation services .

Posted 9/15/2026full-timeShakopee • Minnesota • United StatesJuniorMid-Level💰 $25 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial navigation services, including evaluating patient eligibility for financial assistance and optimizing health insurance benefits. Proficient in healthcare customer service and revenue cycle management, with a strong understanding of medical terminology and treatment processes.

Highest-signal resume keywords

Healthcare Customer Service ExperienceFinancial Counseling ExperienceKnowledge of Medical TerminologyPatient Accounts ExperienceRegulatory Compliance Evaluation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Assistance EvaluationInsurance Benefits OptimizationPatient Financial Program CoordinationRisk of Financial Toxicity ScreeningMetrics Tracking and Reporting

Soft Skills

Patient Confidentiality MaintenanceEffective CommunicationInterpersonal Skills

Industry Keywords

Revenue Cycle ManagementHealthcare InsurancePatient AccessBilling and InsuranceCharity Care Programs

About the role

Key responsibilities & impact

Screen newly diagnosed patients to identify those appropriate for financial navigation services
Meet with patients to discuss insurance status, benefits coverage, expected treatment plans, and estimated treatment costs
Evaluate patient qualifications for financial and copay assistance programs
Coordinate completion of patient financial assistance program materials
Serve as liaison between patients, medical teams, and assistance programs
Maintain current demographic, insurance, and eligibility information
Identify and evaluate ways to optimize patients' health insurance benefits
Screen and monitor patients for risk of financial toxicity
Assess need for referrals to social work, financial counseling, or outside agencies
Educate colleagues and patient financial service representatives about financial navigation services
Track and report key metrics to review financial navigation program success
Maintain appropriate knowledge through internal and external educational opportunities
Perform other duties as assigned

Requirements

What you’ll need

2+ years Healthcare Customer Service, Revenue Cycle or Healthcare Insurance experience
Knowledge of related medical terminology and treatment processes
Knowledge of payment alternatives, grants, programs, and other assistance types
Ability to evaluate financial situations in accordance with regulatory compliance
Ability to maintain patient confidentiality and dignity
Ability to determine eligibility for financial assistance and payer/assistance sources
Associate's or Vocational degree in Healthcare or Business related area of study (preferred)
Bachelor's degree in Healthcare or Business related area of study (preferred)
Patient Accounts or Patient Access experience (preferred)
Financial Counseling experience (preferred)
Experience with clinic/hospital, patient guarantor accounts, billing, insurance, and charity care/financial discount programs (preferred)
Ability to lift up to 10 lbs. occasionally

Benefits

Comp & perks

Medical/Dental
PTO/Time Away
Retirement Savings Plans
Life Insurance
Short-term/Long-term Disability
Voluntary Benefits (vision, legal, critical illness)
Tuition Reimbursement or Continuing Medical Education as applicable
Student Loan Support Benefits to navigate the Federal Public Service Loan Forgiveness Program
Well-being dollars
Dedicated well-being navigators
Well-being programs, activities, articles, videos, personal coaching and tools
Shift, weekend and/or other differentials may be available
501(c)(3) eligible employer