Financial Screener

ArchCareNew York, NY

About The Position

The Financial Screener is responsible for reviewing financial and insurance information to determine admission eligibility. This role involves verifying insurance coverage, completing financial clearance documentation, obtaining authorizations, and educating residents and families about their financial responsibilities. The position also requires assisting with Medicaid applications, maintaining accurate financial records in the electronic medical record, and coordinating with various departments to ensure timely financial clearance. Additionally, the Financial Screener will review daily census reports, complete managed care documentation, scan financial documents, and communicate financial concerns to leadership. The role also includes assisting with Medicare and Managed Care benefit verification, participating in departmental initiatives, and providing excellent customer service. Compliance with HIPAA Privacy and Security Rules and facility policies, as well as protecting confidential resident financial information, are critical aspects of this position.

Requirements

  • High School Diploma or equivalent required.
  • Excellent customer service and communication skills.
  • Strong organizational and multitasking abilities.
  • Ability to prioritize work in a fast-paced environment.
  • Computer proficiency, including Microsoft Office and electronic medical record systems.
  • Strong analytical and problem-solving skills.
  • Ability to maintain confidentiality and professionalism.

Nice To Haves

  • Bachelor’s degree preferred.
  • Previous experience in healthcare, admissions, financial counseling, insurance verification, Medicaid, or patient financial services preferred.
  • Knowledge of Medicare, Medicaid, Managed Care, and commercial insurance plans preferred.
  • Nursing home or long-term care experience is highly preferred.
  • Spanish-speaking candidates are encouraged to apply.

Responsibilities

  • Review financial and insurance information to determine admission eligibility.
  • Verify primary and secondary insurance coverage, including Medicare, Medicaid, Managed Care, and commercial insurance.
  • Complete financial clearance documentation accurately and efficiently.
  • Obtain insurance authorizations and eligibility information when required.
  • Educate residents and families regarding insurance benefits, co-pays, deductibles, NAMI responsibilities, and payment expectations.
  • Assist residents and families with Medicaid applications and financial documentation.
  • Maintain accurate financial information within the electronic medical record and other required systems.
  • Coordinate with Admissions, Business Office, Managed Care, and interdisciplinary departments to ensure timely financial clearance.
  • Review daily census reports and assist with occupancy reporting.
  • Complete Managed Care documentation and required financial reports.
  • Scan and maintain financial documents in the electronic medical record.
  • Communicate significant financial or insurance concerns to leadership promptly.
  • Assist with Medicare and Managed Care benefit verification as needed.
  • Participate in departmental meetings, committees, and quality improvement initiatives.
  • Provide exceptional customer service to residents, families, referral sources, and internal departments.
  • Perform additional duties as assigned.
  • Maintain compliance with HIPAA Privacy and Security Rules.
  • Maintain compliance with Facility policies and procedures.
  • Protect confidential resident financial information.
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