Patient Financial Advocate

Patient Financial Advocate

Date:

Nov 11, 2026

Location

US

Requisition ID:

24205

Description

• 1 © Firstsource Solutions Limited | September 8, 2026

• About Firstsource

• Firstsource Solutions is a leading provider of customized Business Process Management (BPM)

• services. Firstsource specialises in helping customers stay ahead of the curve through transformational

• solutions to reimagine business processes and deliver increased efficiency, deeper insights, and

• superior outcomes.

• We are trusted brand custodians and long-term partners to 100+ leading brands with presence in the

• US, UK, Philippines, India and Mexico. Our ‘rightshore’ delivery model offers solutions covering

• complete customer lifecycle across Healthcare, Telecommunications & Media and Banking, Financial

• Services & Insurance verticals.

• Our clientele includes Fortune 500 and FTSE 100 companies

• Job Title: Patient Financial Advocate

• Job Type: Full Time

• Grade: H2

• Function/Department: Eligibility Services

• Reporting to: Manager – Eligibility Services

• Pay Range: $ 20-24

• Role Description: The Patient Financial Advocate is responsible to screen patients on-site at

• hospitals for eligibility assistance programs either bedside or in the ER. This includes providing

• information and reports to client contact(s), keeping them current on our progress.

• Roles & Responsibilities

• Continuously review the hospital census or follow established referral procedures to

• consistently identify self-pay patients throughout the day.

• Screen patients referred to Firstsource for eligibility assistance programs at the State,

• County, and/or Federal levels.

• Initiate the application process at the patient's bedside when feasible.

• Identify specific patient needs and assist them in completing enrollment applications

• for the appropriate assistance agency.

• Introduce patients to Firstsource services and inform them of our regular follow-up

• regarding their progress.

• Facilitate the transition, where applicable, for the backend Patient Advocate Specialist

• to establish a positive rapport with the patient.

• Record all patient information on the designated in-house screening sheet.

• Document screening results in the onsite tracking tool and the hospital's computer

• system.

• Identify outpatient/ER accounts designated as self-pay from the census or relevant

• 2 © Firstsource Solutions Limited | September 8, 2026

• Review the system for available information for each outpatient account identified as

• self-pay.

• Conduct face-to-face screenings on-site when possible; attempt to reach patients by

• telephone if on-site screening is not feasible.

• Document outpatient/ER accounts when accepted in the hospital system and the

• onsite tracking tool.

• Perform necessary fieldwork, including patient home visits, to screen for eligibility in

• State, County, and Federal programs.

• Fulfil any other duties as assigned or required by the client contract.

Additional Duties and Responsibilities:

• Cultivate and maintain positive working relationships with hospital staff at all levels

• and in various departments.

• Report significant occurrences to management promptly (e.g., significant changes in

• the number or type of referrals).

• Access information for the Patient Advocate Specialist as needed (discharge dates,

• balances, itemized statements, medical records, etc.).

• Maintain an accurate log of accounts referred each day.

• Achieve specified goals and objectives as assigned by management on a regular basis.

• Always uphold confidentiality standards for account information.

• Maintain an organized and tidy workstation.

• Adhere to established policies and procedures outlined in the Employee Handbook

• and the Employee Code of Conduct.

• Actively participate in and remain aware of the Corporate Compliance Program.

• Expected/Key Results

• XXXXXX

• Preferred Educational Qualifications

• High School Diploma or equivalent required.

• Preferred Work Experience

• 1 – 3 years’ experience of medical coding, medical billing, eligibility (hospital or

• government) or other pertinent medical experience is preferred.

• Previous customer service experience preferred

• Competencies & Skills

• Must have basic computer skills

• Effectively communicate complex financial information to patients in a clear and

• empathetic manner.

• Provide exceptional customer service, addressing patient concerns and inquiries

• promptly and professionally.

• Demonstrate compassion and understanding towards patients facing financial

• 3 © Firstsource Solutions Limited | September 8, 2026

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