Patient Financial Advocate

Cleveland Clinic

. Help patients navigate financial responsibilities related to healthcare services .

Posted 10/30/2026full-timeFlorida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in patient account management, including billing resolution, collections, and insurance verification. Proficient in customer service within a healthcare environment, ensuring timely communication and problem resolution.

Highest-signal resume keywords

Patient Account ManagementBilling ResolutionInsurance VerificationCustomer ServiceCPT and ICD Coding Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Patient AccountsCollectionsInsurance RegulationsReimbursement TechniquesCPT CodingICD CodingPayment PlansAccount AdjustmentsFinancial Assistance ProgramsData Entry

Soft Skills

CommunicationProblem ResolutionCustomer InteractionAttention to DetailTeam Collaboration

Tools & Technologies

SIGNATURE

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

HealthcareThird-Party PayersMedicareCharity Care ProgramFlorida Market

About the role

Key responsibilities & impact

Help patients navigate financial responsibilities related to healthcare services
Prepare estimated costs of services and request deposits for a portion of estimated service costs
Discuss eligibility for government assistance and Cleveland Clinic Financial Assistance Programs
Address outstanding accounts, payment arrangements, statement questions, appointment interruptions, self-pay and out-of-pocket quotes, and general billing resolution
Provide customer service and resolve patient account disputes and balances through payment agreements or charity care
Act as a liaison between PFS and clinic operations to resolve billing and customer satisfaction inquiries
Communicate with individuals and departments for problem resolution and documentation
Track and document each patient issue and obtain resolution within 24 hours
Answer incoming patient calls courteously, log each call, and ensure timely response
Assist walk-in customers from clinical areas and the cashier office
Identify and respond to account errors, omissions, refunds, transfers and charge reversals
Correct account errors, adjustments, refunds, transfers and charge reversals according to PFS policies
Prepare and enter adjustments and account corrections into SIGNATURE
Collect patient account balances through installment agreements, discounts, cash, money orders and credit card payments
Review daily appointment day sheets and identify incoming patients with large balances
Establish payment plans with patients for outstanding balances
Evaluate eligibility for the charity care program according to CCF guidelines within one billing cycle

Requirements

What you’ll need

High school diploma or GED
Experience in a high-volume customer service telephone or direct contact healthcare environment
In-depth knowledge of patient accounts, including collections, insurance regulations and reimbursement techniques
Knowledge of third-party payers, Medicare, physician billing and pricing
Knowledge of CPT and ICD coding requirements and the utilization and applications of both manuals' insurance verification
Caregivers must reside in the FLORIDA MARKET area, within a reasonable driving distance of a FLORIDA MARKET Cleveland Clinic location, and be able to report onsite as needed
Preferred: Four years of call center experience
Preferred: Associate's Degree in Accounting, Communication, Marketing or related field and two years of experience
Ability to operate a computer keyboard at a moderate skill level
Ability to comply with annual influenza vaccination or obtain an approved exemption
Ability to pass controlled-substance testing following an employment offer
Ability to meet Florida background screening requirements
Finger dexterity and eye-hand coordination
Ability to work in a hospital environment and perform some filing/lifting

Benefits

Comp & perks

Remote work from 8:00 a.m.–4:30 p.m.
Annual influenza vaccination or approved exemption
Equal opportunity employment
Drug-free work environment
Meaningful work supporting patients and families
Support and appreciation from Cleveland Clinic
Rewarding career with Cleveland Clinic Health System