Patient Financial Advocate

Firstsource

1d

About The Position

The Patient Financial Advocate (Associate) assists patients with Medicaid enrollment and helps them understand their eligibility and enrollment options. The role guides patients through applications, assesses financial circumstances for Medicaid and other assistance programs, and provides follow-up support. It also involves maintaining current knowledge of Medicaid policies and procedures, collaborating with healthcare providers and community organizations, and accurately documenting interactions in the patient management system.

Requirements

• Strong knowledge of Medicaid enrollment processes and requirements.
• Excellent communication and interpersonal skills, including the ability to empathize with patients.
• Strong attention to detail and organizational skills to manage multiple cases.
• Proficiency with patient management software and Microsoft Office Suite.
• Ability to work independently and as part of a team in a fast-paced environment.
• Bachelor’s degree in healthcare administration, social work, finance, or a related field preferred.
• At least 1–2 years of experience in patient advocacy, financial counseling, or a related field.

Nice To Haves

• Experience in a healthcare or financial assistance role.
• Familiarity with public assistance programs beyond Medicaid.
• Knowledge of healthcare regulations and compliance standards.
• Fluency in additional languages.
• Certification in healthcare or financial counseling.

Responsibilities

• Assist patients in understanding Medicaid eligibility and enrollment options.
• Guide and support patients through the Medicaid application process and ensure required documentation is completed accurately.
• Assess patients’ financial situations to determine eligibility for Medicaid and other financial assistance programs.
• Maintain current knowledge of Medicaid policies, procedures, and changes to support compliance and accurate communication.
• Collaborate with healthcare providers and community organizations to facilitate access to Medicaid services.
• Follow up with patients to confirm enrollment and address ongoing questions or concerns.
• Document interactions and maintain accurate records in the patient management system.
• Participate in training and development related to Medicaid enrollment.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level