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Logan Health Patient Financial Advisor - Patient Business Services in Kalispell, Montana

Job Description Summary:

This position works with patients and families in discussing financial responsibilities and options available for payment of services. Provides learning opportunities about Financial Assistance and the application process.


  • Proficient with computers including Microsoft Office and spreadsheets required. Possess the ability to learn other software as needed.

  • Proficient with basic accounting principles and mathematical computations including percentages required. Perform ten key by touch preferred.

  • Prior experience in a healthcare organization working with clinicians, insurance carriers, and government entities preferred.

  • Possess an understanding of the confidentiality laws that govern the provider-patient relationship, including but not limited to HIPAA guidelines.

  • Excellent organizational skills, detail-oriented, a self-starter, possess critical thinking skills and be able to set priorities and function as part of a team as well as independently.

  • Commitment to working in a team environment and maintaining confidentiality as needed.

  • Excellent verbal and written communication skills including the ability to communicate effectively with various audiences.

  • Excellent interpersonal skills with the ability to manage sensitive and confidential situations with tact, professionalism, and diplomacy.

Job Specific Duties:

  • Performs bedside interviews with patients as applicable to assigned area(s) and per department protocol. Explains financial responsibilities, options and and documents all patient interactions in notes.

  • Reviews and processes Financial Assistance applications and administers program in accordance with documented policies and practices.

  • Performs Point of Service Collections (POS). Denotes any agreed upon payment arrangements and posts deposits collected into the Accounts Receivable (A/R) system.

  • Assists patients with potential pharmaceutical assistance programs in conjunction with policies and procedures.

  • Review provider and chemotherapy schedules, checking patients’ accounts for outstanding insurance claims over 60 days and communicating with the biller to request additional claim follow up.

  • Review patient chemotherapy protocols and determine insurance benefits and patient responsibility.

  • Coordinates with clinical staff as needed for clinical information for pre-cert/pre-auth or financial situations, which may have an effect on, scheduled services.

  • Meets with patients to discuss questions regarding the financial portion of the patient’s care. Coordinates with other departments as applicable.

  • Adheres to communication deadlines and strives to attain goals.

  • Supports and models a welcoming, caring and service oriented experience.

  • The above essential functions are representative of major duties of positions in this job classification. Specific duties and responsibilities may vary based upon departmental needs. Other duties may be assigned similar to the above consistent with knowledge, skills and abilities required for the job. Not all of the duties may be assigned to a position.

Maintains regular and consistent attendance as scheduled by department leadership.


Variable (United States of America)

Schedule Details:

Please know schedules and shifts are subject to change based on patient care and department/organizational needs.


Logan Health operates 24 hours per day, seven days per week. Schedules are set to accommodate the requirements of the position and the needs of the organization and may be adjusted as needed.

Notice of Pre-Employment Screening Requirements

If you receive a job offer, please note all offers are contingent upon passing a pre-employment screening, which includes:

  • Criminal background check

  • Reference checks

  • Drug Screening

  • Health and Immunizations Screening

  • Physical Demand Review/Screening

Equal Opportunity Employer

Logan Health is an Equal Opportunity Employer (EOE/AA/M-F/Vet/Disability). We encourage all qualified individuals to apply for employment. We do not discriminate against any applicant or employee based on protected veteran status, race, color, gender, sexual orientation, religion, national origin, age, disability or any other basis protected by applicable law. If you require accommodation to complete the application, testing or interview process, please notify Human Resources.

Our people are everything.

The amazing providers, employees, and volunteers at Logan Health gift this organization with their innovation, knowledge, and compassion. Together, we're connecting our community to trusted, quality care and helping to improve lives every day.

Do you dream of living and working in a beautiful area surrounded by stunning scenery and endless recreation?

Are you ready to evolve your career while working alongside passionate, talented, brilliant people?

Join our remarkable team and create positive patient experiences every day!