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Financial Counselor

Kaiser Permanente

Ontario, CAJobSeen 4 days agoSeen in employer's feed 4 days ago

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At a glance

Compensation
No compensation found
Location
Ontario, CA
Work Authorization
Not specified

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Job overview

The Financial Counselor identifies and documents patients’ membership status and alternative payor information, counsels patients on payment alternatives, and resolves eligibility disputes. The role analyzes financial information to assess ability to pay, identifies potential payors or indigent status, and arranges payment or referrals. It also reviews records for liability cases, supports eligibility screening and pre-authorization, and provides guidance and training to support staff and physicians.

Skills & qualifications

RequiredNice to have

Skills

Financial AnalysisFinancial CounselingPayment NegotiationWorkers CompensationCoordination of BenefitsThird-Party LiabilityMedical TerminologyHealthcare BillingRegistration BillingCollectionsAutomated DatabasesPC SystemsRMISCARGKPDSOPASARRS

Qualifications

2+ Years Relevant ExperienceFinancial Information Review Experience

Full job description

Job Summary:

This job exists to ensure that all patients membership status/alternative payor information is accurately identified & documented. Under indirect supervision, provides financial counsel to patients in a personal interview regarding payor sources and/or heath plan benefit. It will accomplish the following revenue enhancing & member service functions. Increase revenue through accurate & timely identification of membership status/alternative payors. Counsel patients on payment alternatives. Resolve any member/patient disputes regarding eligibility for service.

Essential Responsibilities:

This description is for recruitment posting purposes only. It has not received full HR review and approval.

  • Confidentially probes patients who have been referred by staff such as inpatients/outpatient registration, department administrators, physicians, nursing, utilization management & social workers about the nature of their problems as they may concern the ability to have services covered by an alternate payor (Non-member, Coordination of Benefits, Third Party Liability, Workers Compensation) or issues dealing w/ membership.

  • If the patient is determined to be ineligible, uses independent judgment to identify an alternate payor or identify the patient as medical indigent.

  • Uses knowledge of Workers Compensation, Commercial Insurance Plans, Third Party liability, outside agencies, & governmental regulations for government programs; patient interview & observation; analysis of financial data; & physicians notes in order to accurately identify an alternate payor.

  • Skillfully probes patients about their financial status, counsels & make arrangements for direct payment, status as an indigent, potential enrollment in a government sponsored program, or direct billing to patient.

  • If the patient is determined to be indigent & not be able to qualify for any governmental program, completes a KP medical Financial Assistance application & based on analysis of patients financial information, approved medical; Financial Assistance up to $2,000 value or recommended approval to supervisor when amount exceeds $2,000.

  • Determines patients ability to pay based on analysis of patients financial information & negotiates & approved payment arrangements based on patients financial status.

  • Provides functional guidance to the support staff & trains support staff & physicians on new/revised process.

  • Acts as a patient/member advocate & uses knowledge of external & internal social service agencies to accurately refer patients to social services.

  • Retrospectively reviews diagnosis & treatment records to identify potential Third Party Liability & Workers Compensation cases.

  • Refers identified cases to the Billing Department.

  • Screens for potential eligibility for KP membership through Government Programs (Medi-Cal, Medicare, transition Plan, etc.) & refers to Member Services.

  • Obtains pre-authorization for services from employers or other insurance carriers.

  • Coordinates & collects conversion dues for KP.

  • Checks patient information against update eligibility using on-line systems.

  • Places telephone calls to appropriate departments (Membership Accounting, Sales & Marketing, etc.)

  • Ensures that all reviewed documentation in the billable jacket or on the superbill is complete & obtains any missing or needed information.

  • Promotes, ensures, & improves customer service to internal/external customers by demonstrating skills which are consistent w/ the organizations philosophy of providing extraordinary customer relations & quality service.

Basic Qualifications:

Experience

  • Minimum of 2 years relevant experience (health care billing, collections) sufficient to analyze financial information to determine/negotiate financial arrangements

  • Experience in reviewing & analyzing financial information to assess ability to pay required

  • Experience w/ automated data bases of PC systems required

  • Knowledge of workers compensation coordination of benefits & third party liability rules & regulations

  • Medical terminology & knowledge of health care billing practices required

  • Knowledge of registration bill accounting & collections required

  • Able to use RMIS, CARG, KPDS, OPAS & ARRS

Education

  • N/A

License, Certification, Registration

  • N/A

Additional Requirements:

  • N/A

Preferred Qualifications:

  • N/A

Notes:

  • Financial Counselor is to work in all admitting areas

COMPANY: KAISER

TITLE: Financial Counselor

LOCATION: Ontario, California

REQNUMBER: 1451393

External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.

How this job compares

Set against the 553 open Collections jobs on Olive Jobs, counted November 4, 2026.

Pay
  • This postingNot listed
  • US median$65–84K/yr64 salary ranges
  • California median$24–30/hr22 hourly ranges
Openings
Olive Jobs lists 40 open Collections jobs in California and 553 across the US. 7% of them nationwide are listed as remote or flexible.
Hiring the most in California
Experience
This posting asks for at least 2 years of experience; Collections postings that state a minimum ask for 2 years at the median (328 postings).
Education
23 of the 553 open Collections jobs (4%) ask for a bachelor's degree or higher.

Counted across the open, public US postings on Olive Jobs on November 4, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.

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