Financial Navigator

Beyond Blue

Job Posting Title:

Financial Navigator

Requisition Number:

R-000003528

Department Name:

Director, Financial Counseling

Work Location:

St. Claire Regional Med Center

Grade Level:

3

Type of Position:

Regular

Position Time Status:

Full time

Equivalency Link

https://hr.uky.edu/employment/working-uk/equivalencies

Shift:

Day (United States of America)

Job Description:

Job Summary

Responsible for guiding patients and families through financial processes to ensure understanding of costs, coverage, and available resources. Provides education on insurance benefits, payment options, and financial assistance programs to reduce barriers to care. Facilitates the processing, submission, and follow-up of financial assistance program applications to support timely determination and access to care. Assists team members in resolving escalated issues. Ensures compliance with organizational policies, payer requirements, and regulatory standards while maintaining patient confidentiality. Coordinates with revenue cycle, clinical, and community partners to deliver compassionate, patient-centered financial support and improve overall care access.

Essential Functions

• Educates patients and families on insurance coverage, benefits, and out-of-pocket financial responsibility.

• Assesses patient eligibility for financial assistance programs, charity care, or community resources.

• Guides and assists patients in completing, submitting, and processing applications for financial assistance programs, including charity care and hospital-sponsored programs; ensures all required documentation is collected and submitted accurately and timely.

• Coordinates with billing, revenue cycle, and patient access teams to resolve financial concerns.

• Provides cost estimates, payment plan options, and counseling on available resources and assists team members in resolving escalated issues.

• Ensures compliance with federal, state, and organizational regulations regarding financial navigation services.

• Documents financial navigation activities accurately in electronic systems.

• Monitors application progress, follows up with patients and agencies for pending or incomplete financial assistance cases, and communicates application outcomes to patients and stakeholders

• Generates reports to track navigation outcomes and identify areas for process improvement.

• Performs other duties as assigned.

Education Requirement: High school diploma or equivalent

Experience Requirement: 2-3 years of experience in patient financial services, revenue cycle, healthcare billing, or financial counseling

An equivalent combination of education and experience may be considered. All experience must be paid and in the same related field. Part-time and PRN experience will be prorated based on hours worked per week. Volunteer work and internships for academic credit are not counted.

Certifications & Licensures: N/A

Working Conditions

A. Lifting, pushing, and/or pulling objects up to 50lbs:2. Occasional (< 10% of the time)

B. Lifting, pushing, and/or pulling objects over 50lbs:1. Never

C. Standing or walking with objects up to 10lbs:3. Intermittent (10% - 50% of the time)

D. Standing or walking with objects up to 25lbs:2. Occasional (< 10% of the time)

E. Sitting at the computer workstation for extended periods:3. Intermittent (10% - 50% of the time)

F. Risk of back injury from moving, lifting or positioning patients, equipment, or materials:2. Occasional (< 10% of the time)

G. Repetitive motion:3. Intermittent (10% - 50% of the time)

H. Working at heights above 4 feet:1. Never

I. Working in confined spaces:1. Never

J. Risk of injuries from use of equipment on the job:2. Occasional (< 10% of the time)

K. Job-related travel:2. Occasional (< 10% of the time)

L. Loud noises:1. Never

M. Temperature extremes:1. Never

N. Hazardous chemicals and fumes including waste:2. Occasional (< 10% of the time)

O. Radiation:1. Never

P. Burns:1. Never

Q. Cuts/Punctures:2. Occasional (< 10% of the time)

R. Bloodborne/airborne pathogens:2. Occasional (< 10% of the time)

S. Recombinant DNA or viral vectors:1. Never

T. Combative/violent people:1. Never

U. Animal handling (including carcasses):1. Never

V. Please specify other(s) and amount of exposure (i.e. Occasional, Intermittent or Regular): N/A

Physical Demands

This position requires intermittent sitting at a computer workstation for extended periods of time; performing tasks with repetitive motions (such as typing); intermittent standing or walking with objects weighing up to 10 pounds; occasional standing or walking with objects weighing up to 25 pounds; and occasional lifting, pushing, or pulling objects weighing up to 50 pounds.

Our University Community

We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors, the University of Kentucky is a Tobacco & Drug Free campus.

The University follows both the federal and state Constitutions as well as all applicable federal and state laws on nondiscrimination. The University provides equal opportunities for qualified persons in all aspects of institutional operations and does not discriminate on the basis of race, color, national origin, ethnic origin, religion, creed, age, physical or mental disability, veteran status, uniformed service, political belief, sex, sexual orientation, gender identity, gender expression, pregnancy, marital status, genetic information or social or economic status.

Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.