How to hire a patient finance representative

How to hire a patient finance representative, step by step

Here's a step-by-step patient finance representative hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a patient finance representative job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new patient finance representative
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you start hiring a patient finance representative, identify what type of worker you actually need. Certain positions might call for a full-time employee, while others can be done by a part-time worker or contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A patient finance representative's background is also an important factor in determining whether they'll be a good fit for the position. For example, patient finance representatives from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   Here's a comparison of patient finance representative salaries for various roles:

   Type of Patient Finance Representative	Description	Hourly rate
   Patient Finance Representative	Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.	$12-19
   Patient Service Coordinator	Patient services coordinators act as a liaison between a healthcare organization and patients. Their primary job is to provide quality service to patients... Show more	$12-20
   Patient Liaison	Patient Liaisons are intermediaries addressing concerns on behalf of patients and families working in tandem with the hospital administrator. They are responsible for gathering data regarding patient care issues and inquiries, assessing patient well-being, suggesting improvements, and interpreting hospital service, policies, and procedures to patients and families... Show more	$11-20

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Patients
   • Customer Service
   • Medical Terminology
   • HIPAA
   • Patient Accounts
   • Data Entry
   • Insurance Benefits
   • Patient Satisfaction
   • Medicaid
   • Phone Calls
   • CPT
   • Health Insurance
   • Medical Billing
   • Insurance Verification

   Check all skills

   Responsibilities:

   • Experience in ICD9 and CPT usage.
   • Assign appropriate ICD-9 and ICD-10 codes to patients accounts.
   • Review account aging reports, make corrections utilizing CPT and ICD-9 standards.
   • Maintain patient confidentiality via HIPAA rules and regulations.
   • Recorded/Update accurate demographic data and provide advanced beneficiary notice & SBH HIPAA policy.
   • Gather data from physicians, created/present estimates for elective and medical surgical procedures to patients; perform patient financial counseling.

3. Make a budget

   Including a salary range in your patient finance representative job description is a great way to entice the best and brightest candidates. A patient finance representative salary can vary based on several factors:

   • Location. For example, patient finance representatives' average salary in arkansas is 44% less than in new york.
   • Seniority. Entry-level patient finance representatives earn 37% less than senior-level patient finance representatives.
   • Certifications. A patient finance representative with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in a patient finance representative's salary.

   Average patient finance representative salary

   $15.97hourly

   $33,224 yearly

   ---

   Entry-level patient finance representative salary

   $26,000 yearly salary

   Updated December 16, 2025

4. Writing a patient finance representative job description

   A job description for a patient finance representative role includes a summary of the job's main responsibilities, required skills, and preferred background experience. Including a salary range can also go a long way in attracting more candidates to apply, and showing the first name of the hiring manager can also make applicants more comfortable. As an example, here's a patient finance representative job description:

   Patient finance representative job description example

   • Experience in management, accounts receivable and insurance
   • Preferred 1 year experience in Medicare
   • Preferred 1 year experience in supervisory role in related field.

   Required Education and Certification/Licensure:

   • High School Graduate or Equivalent
   • Preferred Associate's or Bachelor's degree in related field
   • CPAT (Patient Accounts) required
   • Preferred CPAM (Patient Accounts) and or CCAT (Clinical Accounts)

   What is Northside?

   Helping Individuals and Preserving Families; Inspiring Hope and Independence.

   Northside Behavioral Health, established in 1976, is a non-profit organization committed to helping heal the hurt in the lives of Hillsborough County residents suffering from or at risk for mental illness. With nationally accredited programs, Northside sets the standard for the best practices in mental health treatment, while making mental health care affordable and accessible to individuals and families and building a safer, healthier community.

   We offer market competitive compensation and comprehensive benefits for employees including health and dental insurance, paid time-off (PTO), paid holidays, flexible spending accounts, retirement plans, life insurance, short-term disability, long-term disability and assistance with certification and licensure.

   With its multiple sites throughout Hillsborough County and state-of-the-art, evidence-based wellness and clinical services, Northside is dedicated to providing innovative programs that help individuals use their strengths and abilities to live productive, independent, and happier lives. We know that with support, people with serious mental health issues can recover and learn to manage their symptoms and improve the quality of their lives.

   Our staff provides expertise to improve treatment and systems of care for children and youths who have been victims of violence, witnesses to violence, or suffered traumatic loss. We provide nationally recognized approaches to treating individuals with dual mental health and substance abuse problems and individuals with long-term, chronic mental health disabilities. We stand ready to respond to the behavioral health needs of individuals and families.

   Northside is an Equal Opportunity Employer and a Drug & Tobacco Free Facility. All personnel are required to undergo a mandatory criminal background check and drug screen.

   Copy this example

   

5. Post your job

   To find patient finance representatives for your business, try out a few different recruiting strategies:

   • Consider internal talent. One of the most important talent pools for any company is its current employees.
   • Ask for referrals. Reach out to friends, family members, and your current work to ask if they know any patient finance representatives they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit entry-level patient finance representatives with the right educational background.
   • Social media platforms. LinkedIn, Facebook, and Twitter have more than 3.5 billion users, and they're a great place for company branding and reaching potential job candidates.

   Post your job online:

   • Post your patient finance representative job on Zippia to find and recruit patient finance representative candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   To successfully recruit patient finance representatives, your first interview needs to engage with candidates to learn about their interest in the role and experience in the field. You can go into more detail about the company, the role, and the responsibilities during follow-up interviews.

   Remember to include a few questions that allow candidates to expand on their strengths in their own words. Asking about their unique skills might reveal things you'd miss otherwise. At this point, good candidates can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new patient finance representative

   Once you've decided on a perfect patient finance representative candidate, it's time to write an offer letter. In addition to salary, it should include benefits and perks available to the employee. Qualified candidates may be considered for other positions, so make sure your offer is competitive. Candidates may wish to negotiate. Once you've settled on the details, formalize your agreement with a contract.

   It's also good etiquette to follow up with applicants who don't get the job by sending them an email letting them know that the position has been filled.

   After that, you can create an onboarding schedule for a new patient finance representative. Human Resources and the hiring manager should complete Employee Action Forms. Human Resources should also ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc., and that new employee files are created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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