EVERGREEN - Patient Advocate

Med Metrix•Tarpon Springs, FL

About The Position

The Patient Advocate supports uninsured and underinsured patients in accessing financial assistance through state programs, hospital assistance programs, and federal benefits such as SSI/SSDI. The role includes interviewing patients, helping complete applications, gathering documentation, and coordinating with government assistance offices. The position also supports Marketplace insurance when applicable, verifies and updates insurance information, maintains accurate records, and meets productivity goals. The schedule is Monday through Friday, 8:30 AM to 5:00 PM, with one required Sunday per month. The Patient Advocate must use, protect, and disclose protected health information only in accordance with HIPAA standards and comply with information security and HIPAA policies. Access to PHI must be limited to the minimum necessary to perform assigned duties. The role may require work at various client sites. A smart phone or other electronic device capable of downloading applications is required for multifactor authentication and security purposes. The work environment typically has minimal noise. Physical duties include moving around the work area, light lifting, sitting, performing manual tasks, operating office equipment, extending arms, and kneeling. The employee must also be able to follow directions, collaborate, and handle stress.

Requirements

  • High school diploma or equivalent.
  • Two to three years of customer service experience preferred.
  • Ability to work at various client sites as needed.
  • Reliable transportation to ensure consistent on-site attendance and punctuality.
  • Ability to use the internet and learn databases.
  • Ability to meet monthly productivity goals.
  • Proficiency in Microsoft Office Suite.
  • Strong interpersonal skills and ability to communicate well at all levels of the organization.
  • Strong problem-solving and investigative skills, with sound judgment and the ability to make decisions based on accurate and timely analyses.
  • High level of integrity and dependability, with a strong sense of urgency and results orientation.
  • Excellent written and verbal communication skills.
  • Smart phone or electronic device capable of downloading applications for multifactor authentication and security purposes.
  • Ability to move around the work area, perform light lifting and manual tasks, sit, operate office equipment, extend arms, and kneel.
  • Ability to follow directions, collaborate with others, and handle stress.

Nice To Haves

  • Healthcare-related degree preferred.
  • Bilingual Spanish spoken and written skills are a plus.

Responsibilities

  • Assist patients with applications for Medical Assistance (MA), hospital charity care, and SSI/SSDI.
  • Interview patients at the bedside and in the Emergency Room to assess eligibility and gather information.
  • Identify eligibility and collect required documentation.
  • Submit and track applications with local assistance offices.
  • Provide support for Marketplace insurance when applicable.
  • Maintain accurate records and meet productivity goals.
  • Verify and update insurance information.
  • Use, protect, and disclose patients’ protected health information in accordance with HIPAA standards and applicable policies.
  • Limit access to PHI to the minimum necessary to perform assigned duties.
  • Perform other duties as assigned.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service