Lebanon, PA | Clerical and Administrative | Tracking Code: 86696

Financial Case Worker II - Days

Nicole Eckert
Talent Acquisition Consultant

Schedule & Location:

Full-Time: Monday - Friday; 8am-4:30pm 

Lebanon, PA 

Job Description:

Under general supervision, provides financial case management for patients and their families at an advanced skills level. Evaluates and coordinates a variety of options for managing personal finances to ensure patient's ability to pay for medical and personal obligations. Interviews patients or responsible person/agency to obtain information and arrange methods of payment or to recover bad debts. Provides counseling to patient and family regarding available financial resources and assistance. Advises applicants for uncompensated care and public assistance on procedures for participation in existing programs. Completes, submits and provides follow up action on applications for uncompensated care and public assistance. Acts as charge person in the absence of the supervisor. Trains new hires and serves as an information resource for questions and/or concerns expressed by others pertaining to financial case work.


Duties and Responsibilities:

  1. Interviews patients or responsible individual(s) to determine present and future financial status and ability to pay medical and/or personal obligations.
  2. Secures information relative to patient's financial status or insurance coverage. May complete insurance forms, verify insurance coverage, and secure other information if needed.
  3. Provides counseling to patient and family regarding available financial resources and assistance programs, and assists in the development of financial management skills.
  4. Counsels patients requiring external financial assistance, including recommending third parties.
  5. Completes applications for medical assistance. Follows up determinations of eligibility and processess appeals when necessary.
  6. Interacts with collection agencies and a variety of governmental agencies.
  7. Reviews accounts and maintains contact with third parties to ensure timely payments.
  8. Completes applications for uncompensated care and refers to appropriate person for determinations. Notifies patients of uncompensated care determinations.
  9. Prepares and mails collection letters and reviews accounts on a scheduled basis. Telephones those who do not respond to letters. Uses automated follow up system to maintain accounts. Recommends accounts to collection agencies as needed.
  10. Serves as information resource to patients and System staff regarding credit and collection policies, procedures, and payment assistance options.
  11. Trains other employees in day to day procedures.


  • Minimum Experience:
    • 3 - 5 years
  • Minimum Education:
    • High School or G.E.D.
  • Required Certification:
    • Certified Healthcare Access Assistant (CHAA); or Certified Patient Accounts Technician (CPAT); or current certification by NAHAM or AAHAM
  • Skills:
    • Excellent communication and interpersonal skills; basic computer skills

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Join our team of 20,000 strong working as one. Teamwork, collaboration, partnership—WellSpan Health is an integrated system designed to work as one to build healthier, stronger communities throughout central Pennsylvania and northern Maryland. We are committed to transforming the health of the communities we serve and to educating the next generation of clinicians, staff and leaders.

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