Patient Financial Specialist

Job description

Summary/Objective Under limited supervision, the Patient Financial Specialist helps patients register for services and navigates the complexities of Medicaid eligibility and financial assistance. Utilizing standardized OPM workflows and the AssistPoint (AP) platform, this role ensures that qualifying patients receive necessary coverage and that the provider can bill Medicaid accurately. The Specialist acts as a critical link between the patient’s financial need and successful revenue cycle outcomes. Essential Job Functions: Conduct comprehensive patient intake by collecting demographic, contact, and insurance information. Execute precise data entry into the Electronic Health Record (EHR) system to ensure seamless downstream billing. Verify active Medicaid coverage and benefits through state portals and real-time eligibility tools. Act as a patient advocate by assisting with Medicaid enrollment, renewals, and the gathering of required documentation (e.g., ID, income verification, and residency proof). Determine Coordination of Benefits (COB) to identify whether Medicaid is the primary or secondary payer. Partner with third-party payers to resolve coverage discrepancies. Provide empa...