Patient Financial Clearance Representative

This is a fully remote position, open to applicants in Florida, +3 more states.

📋 Description

• Confirm mental health eligibility, benefits, and authorization criteria for both in-network and out-of-network providers utilizing phone systems, payer portals, or fax.

• Reach out to patients to gather necessary information for completing the verification process.

• Comprehend patient copayments, coinsurance, deductibles, out-of-pocket limits, authorization prerequisites, and out-of-network benefits.

• Inform and guide patients on financial alternatives when they do not have mental health or in-network benefits.

• Collaborate with Front Office, Billing, Intake teams, and patients to address insurance concerns and rectify FCR errors within the practice management system.

• Verify eligibility, benefits, authorization requirements, in-network and out-of-network benefits, and provider network status when existing patients switch insurance plans.

• Communicate with patients regarding insurance and demographic matters.

• Solve problems and prioritize tasks in a dynamic, fast-paced environment.

• Maintain professional and timely communication with teams and patients.

• Anticipate and address patient needs effectively.

• Execute additional tasks as assigned by leadership.

⛳️ Requirements

• Experience in a Call Center setting is highly preferred.

• A minimum of 2 years in a customer service-related role, insurance verification, or general healthcare experience with a solid understanding of insurance benefits.

• Strong interpersonal skills with the ability to communicate effectively and diplomatically with patients and staff.

• Capability to accept and accurately execute oral instructions and work independently as well as collaboratively in a changing environment.

• Proficient in prioritizing tasks, managing multiple responsibilities to completion, and making decisions based on situational needs.

• Competency in reading and interpreting documents such as training manuals written in English.

• Ability to speak clearly and distinctly, utilizing appropriate vocabulary and grammar, and display courteous telephone manners for phone interactions.

• Self-sufficient in completing assignments with minimal guidance and supervision.

• Skilled in independent decision-making techniques while performing various job responsibilities.

• Ability to prioritize tasks to ensure timely and accurate completion of work.

• Demonstrate a willingness and aptitude for learning new responsibilities and adapting to frequently evolving procedures.

• Basic proficiency in Microsoft Office applications (Outlook, Excel, and Word).

🏝️ Benefits

• Medical, Dental, and Vision coverage.

• Employee Assistance Program (EAP).

• Life & Long-Term Disability Insurance.

• 401(k) plan with employer matching.

• Paid time off starting at 15 days per year.

• Paid parental leave.

• Tuition reimbursement.