Patient Financial Clearance Representative

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

📋 Description

• Investigate and gain insights into mental health benefits

• Reach out to patients to provide cost estimate information and guide them on financial options

• Verify eligibility, benefits, and authorization requirements for in-network and out-of-network services via phone systems, payer portals, or fax

• Determine patient financial responsibilities, including co-payments, co-insurance, deductibles, and out-of-pocket expenses

• Understand the authorization and referral requirements for scheduled mental health appointments

• Update demographic information and inform patients of their financial responsibilities prior to appointments

• Collaborate with Front Office, Billing, Intake teams, and patients to address insurance-related issues and inquiries

• Correct any errors made by the Patient Financial Clearance Representative within the practice management system

• Re-verify eligibility, benefits, authorization requirements, and provider network status when existing patients change their insurance plans

• Contact patients regarding insurance and demographic concerns

• Problem-solve and prioritize tasks in a fast-paced, dynamic environment

• Communicate professionally and promptly with patients and other teams

• Anticipate and respond to patient needs effectively

• Perform additional tasks as assigned by leadership

⛳️ Requirements

• Call Center experience is highly preferred

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

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

• Ability to accurately follow oral instructions and work independently, as well as collaboratively within a changing environment

• Capacity to prioritize tasks, manage multiple responsibilities to completion, and make informed decisions based on situational needs

• Proficient in reading and comprehending documents, including training manuals in English

• Skilled in clear and distinct verbal communication, utilizing appropriate vocabulary and grammar, and maintaining courteous and tactful telephone manners

• Ability to work autonomously and follow through on assignments with minimal supervision

• Competence in employing independent decision-making techniques while performing various job functions

• Demonstrated ability to prioritize tasks to ensure timely and accurate completion of work

• Willingness to learn new responsibilities and adapt to frequently changing procedures

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

• Must reside in TX, NC, SC, or FL

🏝️ Benefits

• Medical, Dental, and Vision coverage

• Employee Assistance Program (EAP)

• Life & Long-Term Disability Insurance

• 401(k) with employer match

• Paid time off starting at 15 days per year

• Paid parental leave

• Tuition reimbursement

• Fully remote work arrangement