Lead Coordinator, Revenue Cycle Management, Financial Counseling

Lead Coordinator, Revenue Cycle Management, Financial Counseling

About Navista

We believe in the power of community oncology to support patients through their cancer journeys. As an oncology practice alliance comprised of more than 100 providers across 50 sites, Navista provides the support community practices need to fuel their growth—while maintaining their independence.

What Revenue Cycle Management (RCM) contributes to Cardinal Health
Practice Operations Management oversees the business and administrative operations of a medical practice.

Revenue Cycle Management focuses on a series of clinical and administrative processes that healthcare providers utilize to capture, bill, and collect patient service revenue. The revenue cycle shadows the entire patient care journey and begins with patient appointment scheduling and ends when the patient’s account balance is zero.

The Lead Coordinator, Revenue Cycle Management, Financial Counseling, is responsible for overseeing the daily operations of the Financial Counseling team while maintaining hands-on involvement in verifying insurance coverage and benefits, educating patients on financial cost and/or assistance, and supporting patients through the financial aspects of their care.

This role combines individual contributor responsibilities with leadership duties, including workflow coordination, complex case resolution, staff training, performance monitoring, and presenting trends to leadership. The Lead, Financial Counselor serves as a subject matter expert in financial clearance processes and ensures timely, accurate financial counseling to minimize treatment delays and financial barriers for patients.

This position collaborates closely with patients, clinical staff, practice leadership, and Revenue Cycle teams regarding coverage, eligibility, financial assistance, and authorizations.

This role is based remotely but is required to be onsite, up to 75%, of the time at clinics located in Riverside, Chula Vista, Murrietta, La Jolla, San Marcos, Encinitas, and San Diego

Responsibilities:

• Provide daily workflow oversight and problem-solving support to Financial Counselors utilizing SOPs and reference materials to ensure consistency and accuracy.

• Serve as the primary escalation point for complex financial clearance, eligibility, authorization, and patient financial responsibility issues.

• Educate and counsel patients regarding insurance benefits, out-of-pocket costs, payment expectations, and available financial assistance programs.

• Guide patients through charity care, foundation support, copay assistance, and other financial assistance programs, ensuring timely application submission and follow-up.

• Train and onboard new Financial Counselors, ensuring understanding of departmental processes, systems, compliance standards, and performance expectations.

• Monitor team productivity, quality metrics, and turnaround times; identify trends and provide coaching opportunities.

• Coordinate and communicate required information with internal teams, providers, and site stakeholders within 24 hours.

• Maintain up-to-date knowledge of payer-specific requirements, including Medicaid, Medicare Advantage, and commercial insurance plans.

• Demonstrate strong analytical and problem-solving skills to resolve coverage gaps, underinsured scenarios, and payer denials.

• Communicate effectively with Revenue Cycle Management and clinical teams to ensure accurate claims processing and timely reimbursement.

• Maintain exceptional customer service and compassion when working with oncology patients and families.

• Ensure HIPAA compliance and maintain strict confidentiality standards.

• Maintain regular attendance and punctuality.

• Support department initiatives and complete additional projects as assigned.

Qualifications

• 4–5 years of healthcare financial counseling, revenue cycle, or oncology business office experience preferred

• Prior leadership or lead experience preferred

• Knowledge of medical terminology

• Experience with oncology services including Chemotherapy, Radiation, PET, and specialty medications preferred

• Familiarity with insurance verification, prior authorizations, financial clearance, and EOB interpretation

• Working knowledge of ICD-10, CPT, and HCPCS coding

• Experience with computerized billing systems and practice management software

• Strong customer service experience in a healthcare environment

• Comp