Financial Coordinator - Full-time

At San Diego Fertility Center (SDFC), we combine advanced reproductive technology with compassionate, individualized care to make dreams of parenthood a reality. As a nationally recognized leader in fertility care, our team is dedicated to clinical excellence, innovation, and patient-centered service in everything we do. We are looking for a full time, Financial Coordinator to join a team that’s shaping the future of reproductive medicine—where your work truly makes a difference every day.

 

POSITION OVERVIEW:

The Financial Coordinator, under the direction of the Billing Supervisor, will be responsible for conducting patient consultations to review and answer questions regarding financial policies and requirements related to insurance benefits. Perform and obtain required authorizations' and communicate to clinical staff in advance of treatment. This role can be hybrid in the office and remote.

 

RESPONSIBILITIES:

This position is directly responsible for obtaining required treatment authorizations, determining patient responsibility amounts and obtain payments in advance of the related procedure

 

WORK HOURS: Full Time, Monday – Friday 8-hour days between the hours of 7:30 am & 5:00 pm PT

 

ESSENTIAL RESPONSIBILITIES:

● Responsible for conducting patient consultations to review and answer questions regarding financial policies and requirements related to insurance benefits

● Determining patient responsibility amounts and obtain payments in advance of the related procedure

● Serving as a Patient Advocate for patients when patients have difficulty navigating with their insurance company.

● Review of completed verification forms in the Practice Management (PM) System 

              • Communicate with Insurance Benefits Specialists

● Review medical records

● Initiate authorizations using online resources, insurance specific forms, and making outgoing calls to insurance companies

               • Support and actively participate in initiatives designed to improve individual and organizational performance

               • Respond to tasks, telephone calls, e-mails, and messages promptly and professionally

               • Take appropriate action to ensure compliance to company’s policies and procedures, standards of conduct, and with state and federal rules, regulations and laws

               • Handle multiple tasks in a production driven environment that demands focus.

               • Communicate to patients pertaining to required insurance information.

● Provide and ensure accurate and updated o Insurance responsibility documents o Eligibility and Communication of summary of benefits to patients o Insurance verification of fertility benefits

               • Insurance responsibility documents

               • Eligibility and Communication of summary of benefits to patients

               • Insurance verification of fertility benefits

               • Insurance prior authorization and financial clearance

● Adopt to EHR clinical templates specific to payers

● Follow department procedures to ensure timely completion of benefit investigations

● Communicate with internal patient financial services department, clinical staff and external practice managers when inaccurate demographic information is supplied

● Review and update authorization information in the EMR and PM system

● Coordinate with clinical staff to set up peer to peer meetings for physicians and insurance medical directors

● Taking part in training and other learning opportunities to expand knowledge of company

● Other assigned special projects or assignments and work tasks to assist the Department Lead and Manager/Supervisor in the operations of the department

● Performs other duties/special projects and tasks as assigned