Financial Counselor Case Worker

Nuvance Health

Poughkeepsie, NY

JOB DETAILS
SALARY
$21.49–$32 Per Hour
SKILLS
Adjudication, Analysis Skills, Calendar Management, Customer Support/Service, Documentation, Federal Government, Financial Planning, Financial Policies, Funding, Government Funding, Healthcare, Home Care, Hospital, Interviewing Skills, Medicaid, Medical Organizations, Medical Records, Medicare, Microsoft Excel, Microsoft Outlook, Microsoft Word, Multilingual, Organizational Skills, Outpatient Care, Past Due Accounts, Patient Assessment, Portuguese Language, Primary Care, Regulations, Reimbursement, Resource Management, Spanish Language, State Government, Team Player, Telehealth, Time Management, Willing to Travel
LOCATION
Poughkeepsie, NY
POSTED
30+ days ago

Financial Counselor Case Worker in Poughkeepsie, NY, United States

Join our Talent Network Skip to main content Menu About us Benefits Culture Academics & Community Careers Nursing Careers Physicians & APP Careers Early Careers Medical Practice Careers Employees Job search Apply now Keyword job title skills Enter a Location Loading job Financial Counselor Case Worker Location: Poughkeepsie, NY, United States Salary Range: $21.49 - $32.00 Work Type: Full-Time Standard Hours: 40 FTE Non-Exempt Work Schedule: Monday - Friday, 8:30am - 5:00pm Date Posted: February 11, 2026

See whats possible in our system of care Nuvance Health extends from New Yorks Hudson Valley to western Connecticut. Our team of more than 15,000 caregivers delivers compassionate care through seven community hospitals, primary care and specialty practice locations, outpatient settings, home care services, and telehealth visits. With strong hearts and open minds, were pushing past boundaries and challenging the expected all in the name of possibility. As we journey forward, we are guided by our values: personal, imaginative, agile, and connected. Our curiosity is opening new pathways and creating new advancements in healthcare for all.

Job Summary

The Financial Counselor is responsible for assisting primarily uninsured and under-insured patients as they move through the financial continuum from scheduling through claim adjudication. Financial Counselors work directly with patients to maximize reimbursement through governmental programs and alleviate patient obligations through the Organizations Financial Assistance Program. The position requires a high degree of intellect and critical thinking skills to make appropriate decisions of a complex nature, which can have a significant financial impact on the Organization. Staying abreast of ever-changing laws and regulations mandating Medicaid eligibility and adherence to the Organizations Financial Assistance Policy are essential components of the job. The Financial Counselor works both independently and as productive members of a highly collaborative team to secure reimbursement whenever possible and assist our patients with qualifying for charitable assistance from the Organization when reimbursement is not feasible.

Responsibilities

  1. Responsible to identify the best source of financial assistance available based on screening and evaluating a patients unique financial circumstances and future medical needs. This includes performing a complex analysis of the patients income, assets, and financial liabilities. Must comprehend how the intricacies of the patients unique financial status relate to the regulations mandated by existing assistance programs.

  2. Assists uninsured and under-insured patients with applying for State and Federal governmental assistance programs as well as charitable assistance from the Organization. Helps patients gather all appropriate documentation and completes all necessary applications.

  3. Responsible to identify the need to schedule appointments and travel to meet patients in the community for any necessary components of outstanding documentation on applications.

  4. Conducts interviews at bedside to ensure optimal customer service and personal attention.

  5. Works in collaboration with Clinical Resource Management providers, clinical departments, revenue cycle departments, and the Insurance Verification Team to address patients financial needs and secures potential sources of funding. Collaborates expeditiously to ensure patients timely advancement through the continuum of care.

  6. Performs insurance eligibility verification and executes payer requirements as needed. Includes initiating eligibility transactions via the internet, contacting the payer to obtain eligibility benefits, and billing information. Updates information to ensure that correct financial classification and information is on patients accounts. May discuss Medicare Lifetime Reserve days with patients or designated representatives.

  7. Collects payments from patients, including prompt pay discounts, and discusses payment arrangements.

  8. Participates in the continuum of the life of a claim by working collaboratively with the collection departments to identify patients that may need assistance. Includes review and recommendation for bad debt based on historical patient information.

  9. Stays abreast of ever-changing laws and regulations mandating Medicaid eligibility.

  10. Fulfills all compliance responsibilities related to the position. Maintains a high level of ethical integrity while processing applications for government funding and other assistance programs.

  11. Maintains and models Nuvance Health Values.

  12. Demonstrates regular, reliable, and predictable attendance.

  13. Performs other duties as required.

Minimum Knowledge, Skills, and Abilities Requirements

  • MS Excel, Word, Outlook
  • Exceptional customer service and organizational skills
  • High degree of intellectual proficiency and critical thinking skills
  • The ability to make appropriate decisions regarding situations of a complex nature
  • Bilingual in Spanish or Portuguese
  • License Registration or Certification Requirements:
  • Certified Access Counselor through Access Health CT within 1 year of hire
  • NY Assister certification through NYS Marketplace within 1 year of hire
  • National Association of Healthcare Access certification or HBI Certification within 1 year of hire

Company Information

Vassar Brothers Medical Center Org Unit 1037 Department Patient Access Exempt No Salary Range: $21.49 - $32.00 Hourly Additional Salary Detail The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future. When determining a team members base salary and/or rate, several factors may be considered, as applicable, e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget, and internal equity.

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We are an equal opportunity employer. Qualified applicants are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, national origin, age, genetic information, military or veteran status, sexual orientation, marital status, or any other classification protected under applicable Federal, State, or Local law.

We will endeavor to make a reasonable accommodation to the known physical or mental limitations of a qualified applicant with a disability unless the accommodation would impose an undue hardship on the operation or our business. If you believe you require such assistance to complete this form or to participate in an interview, please contact 203-739-7330 for reasonable accommodation requests only. Please provide all information requested to ensure that you are considered for current or future opportunities.

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