Patient Financial Advisor (Level 1)

Job Locations US-MT-Kalispell
Requisition ID
# of Openings
Administrative / Clerical
Pay Period Status
Monday-Friday; 8:00am - 5:00pm


Patient Financial Advisors (PFAs) work with patients and families to discussing financial responsibility and options available for payment of services. PFAs provide learning opportunities for patients and families about Financial Assistance and application process. PFAs assist in performing the preauthorization and precertification process.


  1. *Performs pre-cert/pre-auth and/or referrals for inpatient and outpatient services per department protocol. Enters information in designated software.
  2. *Performs bedside interviews with patients who were unable to receive Financial Advising prior to services. Explains financial responsibilities, options and provides a contact person after patient’s discharge. Reviews patient’s ability to pay using appropriate software within guidelines and practice. Communicates in easy-to-understand terms all payment options available to patients including Financial Assistance.
  3. *Reviews Financial Assistance applications and administers program in accordance with document policies and practices. Responsible for processing Financial Assistance Applications and notifies patients of outcome. Forwards to appropriate individuals for approval and tracking.
  4. *Denotes any agreed upon payment arrangements. Posts deposits collected into the Accounts Receivable (A/R) system.
  5. *Assists referral patients for potential pharmaceutical assistance programs in conjunction with policies and procedures.
  6. *Coordinates with clinical staff as needed for clinical information for pre-cert/pre-auth or financial situations which could have an effect on scheduled services.
  7. *Adheres to communication deadlines and strives to attain goals.
  8. *Supports and models a welcoming, caring and service oriented experience.
  9. *Approaches each day with enthusiasm and is able to positively motivate themselves and others to consistently deliver exceptional customer service and interact professionally with all.


  1. Proficient with computers including Microsoft Office and spreadsheets required. Possess the ability to learn other software as needed.
  2. Proficient with basic accounting principles and mathematical computations including percentages required. Ten Key by touch preferred.
  3. Prior experience in a healthcare organization working with clinicians, insurance carriers, and government entities preferred.
  4. Strong customer service skills, professional phone etiquette and ability to multi-task in a fast pace environment.
  5. Must possess professional communication skills, both verbal and written, as well as work effectively with a diverse customer and coworker population.
  6. Proven ability to take initiative, exercise independent judgment, and proactively problem solve.
  7. Understanding of the confidentiality laws that govern the provider-patient relationship, including but not limited to HIPAA guidelines.


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