McLeod Centers for Wellbeing Looking for Financial Navigator at Charlotte, NC  Full Time

McLeod Centers for Wellbeing, recently transitioned from McLeod Addictive Disease Center, was founded in 1969 in Charlotte. It has since grown to be the largest provider of comprehensive substance use disorder treatment in western North Carolina. From initial assessment to customized aftercare, McLeod Centers provides compassionate, steadfast support for our patients’ healing journey. We are looking for passionate people to join our team as we work to deliver quality care to those who need it most. 

 
McLeod Centers for Wellbeing is currently accepting applications for a Full-time Financial Navigator. This position is grant funded.  The Financial Navigator will collect and validate patient insurance information, provide pre-service estimates of liability, collect patient liabilities (pre-service and prior debt), respond to patient billing inquiries, establish payment plans, identify, and assist patients in need of financial assistance and handle requests for both hospital and physician services. The Financial Navigator provides exceptional customer service by fostering positive relationships with peers, patients, family members and external customers to ensure quality services. This is a grant funded role.
 
What does this position do for the agency? The position is responsible for the following, with other duties as assigned: 

• Obtain accurate patient identification, addresses, and/or any sensitive information with confidentiality. 
• Manage emergency financial assistance fund by reviewing applications, prioritizing funds, and working with clients one-on-one to achieve financial stability.
• Communicate insurance benefits and liabilities with guarantors. 
• Collaborate with clinicians to establish financial stability objectives within the Person-Centered Plan of their patients.
• Facilitate the internal process to request emergency funding through finance.
• Fulfill patient requests for itemization of charges. 
• Add and verify insurance with eligibility tools or calling insurance companies. 
• Establish payment plans, payroll deductions or refund reviews. 
• Provide education and guidance for financial assistance policy and guidelines. 
• Collect past, current, and future payments due and show the ability to explain financial liability responsibilities. 
• Provide excellent customer service through all interactions and resolve financial liability and complaints promptly.
• Act as the liaison with multiple departments such as Patient Relations, Risk Management, and Patient Accounting for patients who have escalated complaints or concerns. 

    
What kinds of skills are we looking for? To perform the job successfully, an individual should demonstrate the following competencies:  

• Problem Solving – Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; uses reason even when dealing with emotional topics. Successfully manages difficult or emotional client situations. 

• Interpersonal – Maintains confidentiality; keeps emotions under control. 

• Oral Communication – Demonstrates group presentation skills. 

• Written Communication – Writes clearly and informatively; edits work for spelling and grammar. 

• Quality Management – Demonstrates accuracy and thoroughness in documentation of client progress in treatment. 

• Ethics – Treats people with respect; upholds organizational values. 

• Judgment – Exhibits sound and accurate judgment; includes appropriate people in decision-making process. 

• Planning/Organizing – Prioritizes and plans work activities; uses time efficiently.             

What are the qualifications needed for this role? 
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Education/Experience:
Minimum Required High School Diploma or equivalent with 3 years of healthcare experience in registration, collections, and financial assistance. Preferred:  Associate degree with 5 years of healthcare experience in registration, collections, and financial assistance. 

Research shows that women and underrepresented groups only apply to jobs if they feel they meet 100% of the qualifications. McLeod Centers encourages you to break the statistic and apply. No one ever meets all of the qualifications. We look forward to your application.

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