Eligibility and Financial Screening Associate (Special Populations)

Central Health•Austin, TX

About The Position

Under general supervision, the Eligibility and Financial Screening Associate supports individuals applying for local, state, and federally funded healthcare and grant programs by providing outreach and application assistance, responding to routine inquiries, and resolving routine concerns. The role ensures accurate and timely uploading of client documentation into eligibility portals and works closely with Eligibility and Enrollment Specialists to confirm program requirements are met. It requires attention to detail, strong communication, and a commitment to supporting clients throughout the eligibility process. The position also supports client intake and profile creation for HIV care, maintains confidential records, helps clients access services, and participates in file reviews and quality assurance. The associate may represent the organization at community events, including evenings and weekends, and performs general office duties and other related tasks as assigned.

Requirements

High school diploma or equivalent; a higher degree is accepted.
At least 2 years of experience in document management or service coordination, preferably in a health or social service setting.
Proficiency in data entry, research, information retrieval, EMR, Microsoft Office Suite, Excel, and Adobe Pro.
Ability to provide professional, client-centered customer service with empathy, clarity, and efficiency.
Exceptional attention to detail and ability to accurately review, enter, and manage information across systems and processes.
Knowledge of financial eligibility processes, regulatory standards, and specialty grants, including Ryan White, Title V, PHC, and Family Planning.
Ability to work effectively with diverse populations and adjust actions based on client needs.
Knowledge of federal, state, and local healthcare programs, including MAP, Medicaid, CHIP, ADAP, and the Health Insurance Marketplace.

Nice To Haves

Bilingual English/Spanish skills are highly preferred.

Responsibilities

Interview and screen applicants in person or by phone to collect demographic, household, and financial information for healthcare and grant program eligibility determinations.
Assist clients with completing and submitting applications, renewals, required documentation, and follow-up submissions while ensuring accuracy and compliance with program guidelines.
Collect, review, and upload eligibility documents—including proof of income, residency, HIV status, and insurance status—into designated eligibility portals and systems.
Process standard applications, including Point of Service and Attestations.
Monitor timelines and renewal dates to prevent eligibility lapses, and coordinate with Eligibility and Enrollment Specialists and Operations Teams to resolve missing or expiring documentation.
Maintain organized and accurate client records and data in approved databases and software systems, protecting confidentiality and data integrity.
Assist clients visiting eligibility offices by helping schedule appointments, answering questions, resolving simple issues or complaints, and making appropriate referrals.
Troubleshoot and follow up with external agencies, including the Texas Health and Human Services Commission and CHIP Provider Line, to support application completion and status resolution.
Attend required training and updates on eligibility programs, documentation standards, and policy changes.
Create and update client profiles by completing intake registrations in funder databases as patients enter or re-enter HIV care.
Participate in periodic client-file and eligibility-determination reviews to support audits and quality assurance.
Attend community events and represent the organization as needed, including evenings and weekends.
Perform general office duties, including picking up and distributing mail from the post office.
Demonstrate professionalism in actions, job performance, personal conduct, and communications, consistent with organizational values.
Perform other related duties as assigned.