UnityPoint Health

Patient Financial Coordinator/Cert Application Counselor

Requisition ID
2026-178386
Category
Patient Services
Location
US-IA-Waterloo
Address
1825 Logan Ave
Affiliate
9010 System Services Administration
City
Waterloo
Department
Financial Counseling
State
IA
FTE
1.0
FLSA
Non-Exempt
Scheduled Hours/Shift
Mon-Fri 8am-4:30pm
Work Remotely within the US
No
Work Type (Portal Searching)
Full Time Benefits

Overview

UnityPoint Health is seeking a Patient Financial Coordinator to join our team! The Patient Financial Coordinator assesses patients’ financial and insurance information in order to determine if Medicaid, Marketplace, other Community Resources or UPH Financial Assistance Program is the best option for them. This position consists of facilitating the insurance enrollment processes and  managing accounts that require a detailed, large scope analysis of payment/insurance options to secure reimbursement. Additionally, the Patient Financial Coordinator handles active, unbilled, self-pay and high dollar inpatient and outpatient accounts. They receive account referrals from the Pre-access Department, Utilization Review Staff, Patient Access Staff, Physicians, Central Business Office Managers and others for high deductible, out-of-pocket expenses, unresolved or pending claims, and other financial risk issues. This role also counsel’s patients that have previous debt, with poor payment history, are unresponsive or uncooperative in implementing appropriate payment solutions.

 

Location: Onsite - Waterloo, IA (occasional travel to other markets as needed)

Hours: Monday-Friday 8am-4:30pm 

Why UnityPoint Health?

At UnityPoint Health, you matter. We’re proud to be recognized as a Top 150 Place to Work in Healthcare by Becker's Healthcare several years in a row for our commitment to our team members.  

Our competitive Total Rewards program offers benefits options that align with your needs and priorities, no matter what life stage you’re in. Here are just a few:      

  • Expect paid time off, parental leave, 401K matching and an employee recognition program.   
  • Dental and health insurance, paid holidays, short and long-term disability and more. We even offer pet insurance for your four-legged family members.  
  • Early access to earned wages with Daily Pay, tuition reimbursement to help further your career and adoption assistance to help you grow your family.   

With a collective goal to champion a culture of belonging where everyone feels valued and respected, we honor the ways people are unique and embrace what brings us together.  

And, we believe equipping you with support and development opportunities is a vital part of delivering an exceptional employment experience. 

Find a fulfilling career and make a difference with UnityPoint Health.

Responsibilities

  • Counsels patients via phone or in person, reviews patient’s previous accounts for outstanding balances, and financially counsels them on all options of payments.
  • Monitors and works, on a daily basis, all self-pay accounts from the assigned work queues.
  • Assess patient’s financial/insurance information in order to determine insurance eligibility.
  • Gather financial data to complete initial assessment.
  • Follow up with Department of Human Services and all other Public Agencies regarding application progress.
  • Reviews Department of Human Services decisions for enrollment in applicable states.
  • Ensure that all follow-up with the Department of Human Services has been completed for and by the patient.
  • Assess patient/consumers for other Community Assistance Agencies.
  • Ensure that every self-pay patient apply for Medicaid, and all options have been exhausted, prior to the patient qualifying for Financial Assistance.
  • Tracks financial impact of PFC/CAC Program.
  • Works closely with the CBO to ensure that there is cohesiveness of processes and no duplication of efforts.
  • Communicates effectively with Case Managers to impact their plan of care.
  • Educate patients, employees and physicians regarding Medicaid and Marketplace place insurances that may be available.
  • Possesses excellent time management skills to ensure that patients being discharged are counseled, prior to handling other less “time sensitive” responsibilities.
  • Maintains billing and collection tracking spreadsheets that captures patients and account disposition/resolution.
  • Completes and submits Medicaid and/or ACA Applications for patients that may potentially qualify in a timely and accurate manner.
  • Educates consumers/patients on Quality Health Plans, deductible, out-of-pocket, government subsidies, etc.
  • Maintains, extensive and current, knowledge of Marketplace plans with Iowa and if appropriate Illinois, Nebraska, Wisconsin exchanges.
  • Completes annual CAC Training for UPH as well as CMS. Displays all Certificates, at all times, when assisting consumers in office or in person.
  • Provides fair, impartial, accurate information to assist consumers when submitting the eligibility application for a quality Health plan thru Healthcare.gov online or via phone.
  • Assists Registration in maintaining a working knowledge of a patients Medicare life time reserve days. Provides patient education as needed.
  • Facilitates Medicaid patient’s documents for non-universal charity eligibility sent to the CBO.
  • Explains payment options, UPH collections processes and accepts payments directly from our Inpatients and all patients from both the Hospital and Clinic locations.
  • Assists patients in completing UPH Financial Assistance Application and forwards all appropriate documents to the CBO.
  • Documents actions in all appropriate computer systems. Documentation must be thorough and include current account disposition and direction of future activities.
  • Performs follow-up and maintains all assigned work que accounts.
  • Updates patient’s Medicaid information in Epic and communicates changes to appropriate parties.
  • Facilitates Cobra account appropriateness.

Qualifications

Education:

  • Associates degree in a health-related field required
  • Bachelors degree preferred 

Experience: 

  • 5 years of healthcare experience in related area
  • Experience and knowledge in completing and submitting Medicaid and Marketplace applications 

Licenses/Certifications:

  • CMS Marketplace Certified Application Counselor Certification or obtain within 12 months of hire date
  • DHS Presumptive Certification or obtain within 12 months of hire date.
  • Complete all Online DHS enrollment access and certifications for appropriate states or obtain within 12 months of hire date

Knowledge/Skills:

  • Knowledge of Medical Terminology preferred. Strong computer skills required.
  • Must be adept at multi-tasking
  • Will be required to learn and work with multiple software/hardware products (sometimes concurrently) during an average workday
  • Must possess excellent communication skills, verbal and listening.

 

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