About The Position

The Patient Benefits Specialist (PBS) works directly with patients to explain insurance coverage, financial responsibilities, and payment options. The role supports ACCESS reimbursement through accurate benefit assessments and patient guidance, and conducts screening and intake to determine eligibility for healthcare programs, grants, and coverage options. As part of the patient care team, the PBS helps patients navigate the revenue cycle and access appropriate financial resources while supporting a seamless care experience. The position regularly works in a standard office environment and occasionally in a health center setting. Local travel between health centers and community events is required, and reliable transportation is necessary.

Requirements

  • High school diploma or GED required.
  • At least two years of customer service experience required.
  • Intermediate proficiency in Microsoft Office products, such as Word, Excel, and Outlook, required.
  • Ability to communicate clearly and effectively with diverse patients.
  • Strong organizational and multitasking skills.
  • Reliable transportation for required local travel.

Nice To Haves

  • Prior experience with All Kids and Moms & Babies (MPE) programs.
  • Knowledge of Medicare, Medicaid, Marketplace insurance, and HMO regulations.
  • Knowledge of Electronic Health Records (EHR), especially EPIC.
  • Bilingual in English and Spanish.

Responsibilities

  • Conduct benefit orientations and explain program financial requirements and patient responsibilities.
  • Obtain required forms, documents, and signatures.
  • Conduct financial assessment interviews to screen patients for healthcare benefits, insurance coverage, grants, and assistance programs; explain available options to patients and families.
  • Verify third-party and other healthcare coverage, identify coverage gaps, and explain insurance options.
  • Assist patients and families with program enrollment based on assessment and screening results and their selected options.
  • Enter and update patient benefit-coverage information in the EHR based on assessments and screenings.
  • Scan and upload required forms and documentation accurately and in compliance with organizational and regulatory standards.
  • Maintain current knowledge of Medicare, Medicaid, Marketplace and private insurance, HMO, and Sliding Fee Scale rules and regulations.
  • Assist patients with Medicaid applications and follow up annually for redetermination.
  • Coordinate patient care with providers, medical assistants, and other employees using a team-based approach.
  • Work as part of the healthcare team and advocate for patients and their families.
  • Assist patients with navigating the revenue cycle as appropriate.
  • Act in patients’ best interests by providing direct support and guidance when possible; provide a warm hand-off when support is outside the role’s scope.
  • Maintain patient confidentiality and comply with HIPAA standards.
  • Defuse irate callers and patients by identifying and appropriately addressing their concerns.
  • Perform other duties as assigned.

Benefits

  • Tuition reimbursement and student loan forgiveness programs for qualifying individuals.
  • Comprehensive healthcare coverage including Medical, Dental, and Vision.
  • Generous PTO.
  • 403(B) retirement plan and financial resources to help you save and plan for retirement.
  • Life Insurance.
  • Opportunity to participate in cross-departmental committees to innovate and transform care delivery and the workplace.
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