The Patient Financial Coordinator
(PFC) performs a vital role on the Patient Care Team to coordinate the
financial aspects of the patient's care. Together with fellow team members, the
PFC works toward creating a positive and memorable patient experience. The PFC
ensures that patients are well educated about the financial and insurance
aspects of their care, and that steps are taken by the practice to ensure that
proper payment is received from the patient or the patient's insurance company
on a timely basis. The PFC serves as a resource to patients regarding
financially-related matters such that they are accessible to patients for
ongoing questions regarding this aspect of their care. This position reports
directly to the Director of Patient Financial Services, with a dotted line to
the local Practice Administrator.

CCRM is an industry leading
pioneer in fertility science, research and advancement, offering access to
national network of award-winning physicians, a full suite of fertility
services, innovation technology and cutting edge labs. CCRM is currently
comprised of eleven locations spanning the U.S. and Canada with growth planned
for continued network development on a domestic and international basis.

ESSENTIAL FUNCTIONS:

* Insurance
verifications for all patients prior to the New Patient (NP) appointment and
prior to the start of any treatment cycle.

* Ensure
insurance benefits have been input into the practice management system.

• For patients that have a change in
  insurance during their course of care, reverify or cause to have
  reverified, the patient's insurance, and input the result of same into the
  practice management system.

* Ensure that insurance
is attached on the chart level for all patients; for existing patients with a
change in insurance, ensure that a change of insurance attachment on the chart
level has been performed.

* Meet with NP's at
their NP appointment and explain that the Financial Coordinator will be the
patient's primary point of contact for all financially-related matters during their course of care.

• Review with NP's the insurance coverage
  that exists in their insurance policy or policies, should the patient have
  primary and secondary coverage.
• Explain to the patient the practice's
  guidelines and policies for Patient Financial Services.
• Address any discrepancies between the
  patient's understanding of their insurance coverage and the benefits
  relayed to CCRM upon verification.
• For each patient assigned to the team,
  know the pre-certification requirements of the patient's insurance policy
  and payer.
• Using system reports identify all
  instances where pre-certification is required of any general medical
  service, infertility diagnostic service, infertility treatment service,
  obstetrical care service, or any other service so specified by the
  patient's insurance company.
• Perform such pre-certifications or
  pre-authorizations.
• Determine patient responsibility amounts
  based on the pre-certification performed. Communicate with the patient via phone or secure portal messaging
  the patient responsibility amount to be paid in advance of the related
  procedure.
• Ensure that written pre-authorization
  documentation is received, when such written documentation is required, in
  advance of the patient proceeding with care.
• Through the use of specified reports, and
  through the communication with respective team members, identify patients
  who will be proceeding with ART care.
• Meet with all such patients to provide an
  ART Financial Consult, explaining to the patients the expected coverage
  from their insurance company, if any, and the amount that will be patient
  responsibility.
• Collect ART related patient
  responsibility amounts in accordance with Practice guidelines (e.g. two
  weeks before baseline).
• Determine patients for whom funds have
  and have not been collected for ART care to ensure that the Primary
  Physician is consulted regarding any patient who is approaching the
  beginning of care but has not paid their patient responsibility.
• Create, for Patient Account
  Representatives at check-out through the use of system alerts, ART collection and practice
  management system posting instructions for patients based on the
  allocation between insurance
  coverage and self-pay responsibility.
• Perform IVF Audits for patients
  completing IVF treatment cycles
• Post any resulting transactions required
  as a result of the audit's outcome.
• Run reports specified in the End of Day
  Balancing process, and perform balancing procedures to ensure that all
  amounts reconcile to supporting documentation and to posted bank deposits.
• Participate in HIPAA and other training
  as required by the Company.
• Serve as a Patient Advocate for patients
  when patients have difficulty navigating with their insurance company.
• Serve as Backup to the Patient Account
  Representatives in their absence
• Respond to all patient inquiries, via
  either phone, portal messaging or in person, regarding their account and
  insurance related matters.
• Serve as a resource to Physicians, Nurses
  and Patient Care Coordinators regarding any possible impact insurance
  coverage limitations or requirements may have on the patient's care plan.
• Serve as a resource to Patient Account
  Representatives performing Financial Review, when questions arise
  regarding specific patient's accounts.
• Attend scheduled team meetings as an
  active and contributing participant in the Patient Care Team.
• Engage in an iterative continuous
  improvement process to insure the effectiveness of the above set-forth
  policies, procedures, methodologies, and workflows. Make recommendations for adjustments
  where indicated to optimize efficiencies for staff and reliability of
  output for financial and operational reporting purposes, resulting in
  best-in-class practices and results.
• Engage in a collaborative process with
  fellow colleagues to bring about the best possible experience for the
  patient.
• Participate in and be an effective
  contributor in regular and ad-hoc meetings as necessary to achieve
  Practice and Corporate objectives.
• Other duties as assigned.

POSITION REQUIREMENTS:

* Minimum
of High School Diploma or GED, required; Associate's degree or Bachelor's
Degree preferred, or equivalent relevant professional work experience.

* 1+
years of experience in a professional work environment. While a healthcare environment is desirable,
it is not required.

* Ability
to work weekends, evenings and holidays, on a rotating basis with other
teammates.

* Strong
proficiency with Microsoft Office programs, specifically Word, Excel, and
Outlook.

* Must
enjoy serving patients interacting with them.

* Strong
analytical skills and the ability to effectively read, generate and analyze
reports.

* Superior
judgment and decision-making skills.

* Strong
ethics and a high level of personal and professional integrity.

* Excellent
customer service skills with high expectations to consistently delivery quick
responses and provide an exceptional experience for all employees and managers.

* Excellent
interpersonal and communication skills, an outgoing personality, with a
professional demeanor and positive attitude with the ability to communicate
positively and professionally with patients and staff members at all levels.

* Excellent
written and verbal communications skills.

* Strong
attention to detail, excellent organizational skills and excellent multitasking
abilities.

* Exceptional
personal and professional integrity and strong work ethics.

* Demonstrated
ability to be a team player and possess a willingness to perform duties that
are assigned or delegated to him/her as well as a willingness to perform duties
of other employees as needed.

* Be a
motivational force by exemplifying the company vision, mission, values, and
culture.

* Strong
ability to maintain confidentiality and exercise discretion regarding
confidential and sensitive information.

* Exhibit
courteous, compassionate and respectful treatment of internal and external
customers. Displays a positive attitude and flexibility in changing situations.

* Participate
in identifying problems and suggesting solutions.

WORK ENVIRONMENT

This job operated in a
professional office setting performing predominantly sedentary work. This role
routinely uses standard office equipment such as computers, including computer
keyboards and mice; telephones; photocopiers; scanners; filing cabinets. While performing the duties of this job, the
employee is regularly required to talk, see and hear. The employee is frequently
required to sit; will occasionally stand and/or walk; use hands and fingers to
grasp, pick, pinch, type; and reach with hands and arms. Employee is required
to have close visual acuity to perform an activity such as: preparing and
analyzing data and figures; viewing a computer terminal; extensive reading;
operation of standard office machines and equipment. The physical demands described here are
representative of those that must be met by an employee to successfully perform
the essential functions of this job.

EQUAL EMPLOYMENT/ANTI-DISCRIMINATION CCRM is an equal opportunity employer and does
not discriminate on the basis of Race, Color, Religion, Creed, National Origin,
Ancestry, Sex, Pregnancy, Age, Sexual Orientation (including transgender status),
Physical or Mental Disability, Marriage to a Co-Worker, or for anyone engaging
in Protected Activity (opposing a discriminatory practice or participating in
an employment discrimination proceeding). Additionally, this employer does not tolerate any employees engaging in
discriminatory behavior based on any of the aforementioned protected classes.