Patient Payment Estimator

Summary

Position Summary

The Patient Payment Estimator is a key member of the Financial Clearance team, responsible for developing accurate patient payment estimates to support pre-service collections. This role gathers and analyzes information from multiple systems and sources to create clear, compliant estimates that guide patient financial discussions. The estimator collaborates with internal teams and communicates effectively with patients while ensuring adherence to all state and federal guidelines.

Key Responsibilities

• Prepare accurate patient payment estimates using established standard operating procedures
• Collect and verify patient and payer information from Epic work queues, payer websites, Health Information Technology systems, and Patient Accounting systems
• Compile data from multiple sources to create detailed and reliable payment summaries
• Support Patient Financial Services teams with estimates used for patient outreach and collections
• Answer inbound calls (internal and external) related to estimates and patient accounts
• Communicate clearly with patients, team members, and leadership regarding financial information
• Ensure compliance with all state and federal regulations related to patient estimates
• Assist with pre-registration for patients without outstanding balances as needed

Education

• High School Diploma or GED required
• Medical terminology coursework preferred

Experience

• Minimum of 2 years of healthcare experience required, preferably in:
  • Patient access
  • Scheduling
  • Call center
  • Clerical or physician office setting
• Experience using Microsoft Office applications and healthcare systems (e.g., Epic, scheduling, or registration software)

Other Qualifications

• Knowledge of procedure and diagnostic coding preferred
• Strong verbal and written communication skills
• Detail-oriented with strong organizational skills
• Ability to multitask and work independently
• Demonstrated critical thinking and problem-solving skills
• Proficient in general computer systems and applications
• Ability to complete required training and pass certification exam (90% or higher; one retake allowed for scores 80–89%)