The Manager of Financial Counseling provides oversight at the organizational level. The Manager is responsible for ensuring access to services for uninsured individuals by providing leadership and supervision of the Financial Counseling unit. This includes assisting patients to apply for Medicaid, evaluating eligibility for grant funds, setting up payment plans and providing good faith estimates. The Director of Financial Counseling collaborates with health center, regional and revenue managers to coordinate and streamline systems at all points of access. This person will also provide individual financial counseling, screening, completion and recertification services to all clients eligible for N.Y. State of Health programs.

• Develops and implements systems to maximize client enrollment and oversees necessary staff training to ensure the development and implementation of effective, client-centered systems for public insurance screening and enrollment.

• Works with Human Resources on recruitment and orientation of Financial Counseling staff. Supervises Financial Counselor Coordinators at all health center locations and collaborates with managers on the supervision of other staff responsible for enrollment in public insurance programs.

• Schedules Financial Counseling Staff to provide needed coverage at all PPGNY Regional locations. Coordinates work with other center managers to streamline Financial Counseling processes and patient flow.

• Participates in on-going planning for new Financial Counseling Service initiatives and evaluation of current programs.

• Develops and maintains a quality control process, evaluating financial counselor’s performance, identifying areas for improvement and developing remediation plans.

• Monitors productivity of staff, highlighting underperformance and remediation plans.

• Develop metrics and dashboards to measure the success of the financial counseling group, including but not limited to telephone encounters, Financial Counseling visits and public insurance applications submitted monthly by type of insurance and overall success metrics.

• Develops, maintains and acts as key liaison to all PPGNY centers in order to better facilitate client access to Planned Parenthood services. Works closely with Health Center Management to identify opportunities to enhance patient services and facilitate collections of under insured and uninsured patient balances

• Develops strategies to improve Good Faith Estimates and My Chart usage and works closely with Operations to implement these strategies.

• Identifies continuous process improvement opportunities and develop implementation plans.

• Interviews and screens all eligible patients in order to determine eligibility for public insurance. Initiates the appropriate application process and ensures that correct documentation is obtained from the client in order to successfully complete and submit the application. For clients who are not eligible, determine eligibility for sliding fee scale or other financial assistance programs.

• Implements varied and comprehensive follow-up strategies in order to actively assist the client in obtaining appropriate entitlement. Represents the client in the application process and serves as liaison between PPGNY and appropriate entity (HRA, MedE America, NYHO, NYSOH, etc.)

• Assists the client in the Medicaid and/or Child Health Plus recertification process in order to ensure continuity of the appropriate health insurance entitlements.

• Interview patients and proactively set up payment plans to ensure collection of new and existing balances.

• Support patients in setting up My Chart accounts.

• Prepares good faith estimates for patients prior to visit

• Oversees communications with HRA, specifically delivery of cases/responses, scanning and oversight of contested cases; keeps key PPGNY staff informed as needed.

• Maintains detailed, confidential records and statistics, in order to track and evaluate all aspects of the entitlement process

• Other responsibilities as assigned.

• Maintains a current, working knowledge of public health insurance and actively assists the client in negotiating the system.

• Participates in on-going training on legislative, administrative and procedural changes with regard to government benefit programs.

• Continues to develop process improvement skills

• Develops expertise in utilizing Epic functionality

• A demonstrated commitment to PPGNY’s mission related to bodily autonomy, health equity, gender and racial justice

• A demonstrated commitment to learning about and enhancing practices related to racial equity and its impact on healthcare systems.

• Strong relationship building and communication skills, including an ability to work and build trust across cultural differences related to related to race, class, age, gender, gender identity and expression, sexual orientation, religion, ethnicity, national origin or ability; and to reflect on one’s personal identity with humility.

• Strong knowledge of data and analytics to ensure good decision making, performance measurement and financial analysis.

• Ability to work collaboratively in cross-organization workgroups.

• Customer service and interpersonal skills and the ability to coordinate work with others, both internally and externally, to accomplish tasks.

• Engages in mutual problem solving

• Facilitates continuous process improvements

• Strong time management skills, including ability to work in a high distraction environment and to juggle multiple deliverables at one time

• Strong project management skills, identifying all steps required to meet a deliverable, key stakeholders, deliverables by other units in order to achieve goals, and barriers to success. Participates in health care center efforts to comply with all organizational and quality assurance guidelines, and all applicable government regulations.

• As a part of the managerial staff, participates in overall health center efforts to achieve goals and policies on professionalism, wait time in the clinic/on the phone, and the system for addressing client complaints.

• Ability to manage and mentor a culturally diverse team, including creating and sustaining an organizational culture that fosters inclusiveness and equity, and providing positive and developmental feedback and accountability related to practices including but not limited to equity

• Meets Clinical Services Standards of Behavior.

• Works effectively with volunteers, trainees and temp agency personnel.

· Excellent customer service and communication skills

· Ability to remain focused and calm in stressful situations

· Excellent interpersonal, written and verbal skills

· Ability to develop and maintain effective, professional relationships with internal and external stakeholders

· Ability to work effectively as part of team

· Proficient with Microsoft Office Suite; Advanced Excel skills

· Deep understanding of EMR systems; Experience in an EPIC environment

· In-depth knowledge of Medicare/Medicaid eligibility requirements

· Competency in completing and entering applications and forms for all financial counselling programs

· Experience with principles of process improvement

· Excellent organizational skills

· Outstanding time management skills, including the ability to work under deadline

· Strong leadership skills

· The ability to produce high quality work in a fast-paced environment with changing and/or competing priorities

· Ability to exercise sound judgment and independent decision-making skills

· Ability to produce reliable, high-quality work with minimal direct supervision

· Ability to exercise discretion in the handling of confidential information

· Possess strong work ethic

$80,000 - $83,000 a year

Generous PTO and holiday schedule

Medical, dental and vision coverage options for you and eligible dependents

FSA, HSA, Commuter pre-tax reimbursement funds

Short- and Long-Term Disability, Free Basic Life and AD&D

401(k) Retirement Plan with Safe Harbor contributions after 1 year of employment

Proof of immunization or immunity to certain communicable diseases (including influenza during the flu season and Covid-19) and testing for tuberculosis. These certifications are required by the NYC DOHMH Health Code, NYSDOH and OSHA.

Planned Parenthood of Greater New York (PPGNY) is a leading provider, educator, and advocate of sexual and reproductive health care in New York State. PPGNY is proud to provide a wide-range of family planning services at our brick-and-mortar health centers and mobile care units. We care for everyone regardless of their immigration status, zip code or ability to pay. PPGNY’s education and outreach programs are backed by medically accurate, evidence-based information that allows people to make informed decisions about their health and future. As a voice for reproductive freedom, PPGNY supports legislation and policies that ensure all New Yorkers have access to the full range of reproductive health care and education.

At PPGNY, we provide the absolute best care to our patients and our communities through innovative health care delivery and education programming. We care for everyone who walks through our doors regardless of insurance, ability to pay or immigration status. As a leading voice for reproductive freedom, PPGNY fiercely advocates for policies to ensure that all New Yorkers will have access to the full range of reproductive health care services and information.