Eligibility Specialist 2

Savista•Scottsdale, AZ
•Onsite

About The Position

The Eligibility Specialist II advocates for uninsured and underinsured patients by assessing eligibility for financial assistance and guiding them through applications for government- and charity-funded medical care programs. The role includes conducting in-person screenings, including bedside visits, helping patients meet application requirements, and ensuring accurate and timely documentation in compliance with healthcare regulations. Depending on client needs, the specialist may provide floating support across multiple hospital locations, cover vacancies, and assist as business needs require. This is an onsite, hourly, full-time position of 40 hours per week, based primarily at Honor Health, Shea Medical Center in Scottsdale, Arizona. The work schedule is flexible within Monday through Saturday, 8:00 a.m. to 7:00 p.m., to meet business needs. The role may require travel to other hospital locations and in-home patient visits within the assigned market area. The specialist manages patient cases independently, coordinates with patients, hospital staff, and government agencies, and uses multiple systems and databases to track patient information and applications. The position also involves supporting complex disability cases, contributing to productivity and quality targets, helping train colleagues as needed, and completing special projects as assigned.

Requirements

  • High school diploma or GED.
  • At least 2 years of experience in a customer-facing role; healthcare or financial counseling experience is preferred.
  • Flexibility to support multiple hospital locations and conduct in-home patient visits within the assigned market area based on operational needs.
  • Strong organizational skills and ability to manage multiple priorities while maintaining accuracy and attention to detail.
  • Excellent verbal and written communication skills, including the ability to explain complex information clearly and empathetically.
  • Ability to identify solutions to financial challenges and use program knowledge to benefit patients.
  • Ability to work in a fast-paced environment with changing priorities and patient needs.
  • Ability to work independently in locations where only one Eligibility Specialist may be assigned.
  • Demonstrated care for patients’ needs and concerns and ability to build trust and rapport.
  • Ability to work effectively with colleagues, hospital staff, and external agencies.
  • Ability to ensure documentation is accurate, complete, and submitted on time.
  • Reliable transportation, a valid driver’s license, and ability to travel within the assigned service area.
  • Ability to work 40 hours per week with schedule flexibility Monday through Saturday between 8:00 a.m. and 7:00 p.m.

Nice To Haves

  • Experience in healthcare revenue cycle, financial counseling, or insurance verification.
  • Experience with multiple EHR systems, such as Epic, Cerner, or Meditech.
  • Familiarity with state and federal assistance programs, including Medicaid, Medicare, and Social Security Disability.
  • Knowledge of medical terminology and healthcare accounts receivable processes.

Responsibilities

  • Conduct advanced in-person eligibility screenings, including bedside visits, and explain available financial assistance programs.
  • Guide patients through applications for Medicaid, Medicare, disability benefits, hospital charity care, and other funding programs; submit accurate documentation on time.
  • Coordinate with patients, hospital staff, and government agencies to establish eligibility, secure funding, and resolve coverage issues.
  • Follow up on applications to ensure they are complete and processed efficiently.
  • Assist with medical requirements for disability programs, including arranging medical appointments, completing applications, submitting appeals, and tracking their resolution.
  • Independently manage multiple patient cases, prioritize work, meet deadlines, and follow up on pending applications.
  • Communicate financial obligations, funding options, and program details clearly, empathetically, and professionally.
  • Maintain accurate and confidential records in compliance with HIPAA and organizational policies.
  • Meet productivity and quality metrics that support financial counseling objectives.
  • Use multiple systems and databases to gather, track, and report patient data.
  • Assist with complex cases, including disability applications, appointments, and appeals, as needed.
  • Train and support colleagues as needed to facilitate onboarding and service delivery.
  • Complete special projects as assigned.
  • Provide support across multiple hospital locations and conduct in-home patient visits within the assigned market area based on operational needs.
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