Patient Financial Advocate

Cleveland Clinic

. Counsel patients and responsible parties regarding payment obligations, financial responsibilities, payment options, and collection procedures .

Posted 10/22/2026full-timeRemote • Ohio • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in patient advocacy, financial counseling, and collections, with a strong focus on compliance with healthcare regulations and effective communication with patients and insurance carriers.

Highest-signal resume keywords

Strong Collection SkillsExperience With EPICExperience With CiscoCustomer-Facing ExperienceFinancial Clearance Knowledge

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial CounselingCollections ProceduresInsurance AuthorizationBillingDocumentationRegistration Issues ResolutionPayment Options RecommendationFollow-Up ProceduresPatient AdvocacyComputer System Updates

Soft Skills

Communication SkillsProblem-Solving SkillsInterpersonal Skills

Tools & Technologies

EPICCiscoCRT/PC

Certifications & Qualifications

High School Diploma/GEDAssociate’s DegreeBachelor’s Degree

Industry Keywords

Patient AdvocacyFinancial AssistanceHealthcare ComplianceCleveland Clinic PoliciesHCAP/FAP PoliciesInfluenza Vaccination ComplianceControlled Substances Testing

About the role

Key responsibilities & impact

Counsel patients and responsible parties regarding payment obligations, financial responsibilities, payment options, and collection procedures
Recommend alternative sources of payment and financial assistance
Contact insurance carriers or other sources and act as a patient advocate
Initiate collection of prepays due and perform follow-up to maximize collection
Identify and resolve issues related to registration, financial clearance, insurance authorization, billing, explanations of benefits, provider-based billing, governmental requirements, HCAP/FAP policies and restrictions, MyAccount, and collections
Update and correctly document information in appropriate computer systems
Scan letters of agreement and send clinical clearance notifications
Work remotely from 8:30 a.m. to 5:00 p.m. alongside Cleveland Clinic caregivers

Requirements

What you’ll need

High School Diploma/GED and three years of experience in a customer-facing role with in-person or phone contact OR Associate’s Degree and two years of experience OR Bachelor’s Degree and one year of experience
Candidates must reside in the Northeast Ohio area
Strong collection skills
Experience with EPIC and Cisco
Ability to operate CRT/PC and other office equipment
Ability to sit and be stationary for prolonged periods of time
Normal or corrected vision and manual dexterity sufficient to perform work on a personal computer
Must follow standard precautions using personal protective equipment as required
Must comply with Cleveland Clinic’s annual influenza vaccination program or obtain an approved exemption
Employment offers are followed by testing for controlled substances

Benefits

Comp & perks

Annual influenza vaccination or approved exemption under Cleveland Clinic’s influenza prevention program
Drug-free workplace with controlled-substance testing following employment offers