Financial Clearance Representative L3 – Financial Counselor

Ohio State University Physicians

. Contact patients or their designees to collect accurate coverage information .

Posted 10/12/2026full-timeRemote • Ohio • United StatesJuniorMid-Level💰 $20 - $29 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in patient coverage verification, financial assessment, and effective communication within healthcare settings. Proficient in utilizing health information systems while maintaining compliance with HIPAA regulations.

Highest-signal resume keywords

Patient Coverage VerificationEPIC Database ManagementFinancial Counseling ReferralCustomer Service SkillsHIPAA Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Patient Financial AssessmentEligibility VerificationFCR Pre-Reg DutiesFCR OON/Special CoveragesData EntryRecord Management

Soft Skills

Exceptional Communication SkillsInterpersonal SkillsAttention to DetailProfessionalismCompassion

Tools & Technologies

Integrated Health Information SystemsMS OfficeTelephone TechnologyInternet Applications

Certifications & Qualifications

Associates Degree or HigherHigh School Diploma/GED

Industry Keywords

HealthcareInsuranceFinancial AssistancePresumptive MedicaidPatient Confidentiality

About the role

Key responsibilities & impact

Contact patients or their designees to collect accurate coverage information
Use integrated health information systems and telephone technology to facilitate customer interactions
Search for patients accurately in the EPIC database and reduce duplicate patient records
Assess patients’ financial ability to pay and refer them to financial counseling staff when appropriate
Send eligibility requests to payors to verify current coverage
Assist uninsured patients with Presumptive Medicaid, Financial Assistance, and HCAP applications
Maintain working relationships with medical staff, referring physicians, and their designees
Provide timely handoff to the contact center when patients are cleared and ready to be scheduled
Maintain confidentiality in accordance with the Office of Compliance and HIPAA
Alert management to system and workflow problems
Create estimates and collect copayments and deposits as necessary
Educate patients on estimated liabilities and benefits
Perform FCR Pre-Reg and FCR OON/Special Coverages/Pre-Cert duties as assigned
Perform other duties as assigned

Requirements

What you’ll need

Associates Degree or higher, or High school diploma/GED with 2+ years of experience in insurance, healthcare, or related field
Excellent customer service skills, enthusiasm, and compassion
Ability to work in a fast-paced environment
Exceptional verbal and written communication skills
High level of interpersonal skills to handle sensitive, confidential situations and establish effective working relationships
Attendance, promptness, professionalism, attention to detail, cooperativeness, and politeness
Ability to escalate issues if necessary
Experience with PC applications including MS Office and Internet
Ability to maintain employer training requirements

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Health reimbursement accounts
Flexible spending accounts
Retirement plan
Employee assistance program
Paid time off
Holidays
Wellness program