Patient Financial Advocate

Firstsource
•Onsite

About The Position

The Patient Financial Advocate (Associate) assists patients with Medicaid enrollment. The role requires knowledge of Medicaid policies and procedures to guide patients through the enrollment process and help them access financial assistance for healthcare services. The ideal candidate demonstrates strong communication skills, empathy, and commitment to patient advocacy.

Requirements

  • Strong knowledge of Medicaid enrollment processes and eligibility criteria.
  • Excellent communication and interpersonal skills, including the ability to empathize with patients.
  • Proficiency with computer systems and software for record-keeping and data management.
  • Strong analytical skills to accurately assess patient financial situations.
  • 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 area.
  • Strong commitment to patient-centered care and advocacy.

Nice To Haves

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

Responsibilities

  • Assist patients in understanding Medicaid eligibility requirements and the enrollment process.
  • Assess patients’ financial situations to determine eligibility for Medicaid and other financial assistance programs.
  • Provide one-on-one support, answer questions, and address concerns related to Medicaid enrollment.
  • Collaborate with healthcare providers and community organizations to facilitate patient access to resources.
  • Maintain accurate, up-to-date records of patient interactions and enrollment status.
  • Educate patients about their rights and responsibilities regarding Medicaid and healthcare services.
  • Stay informed about Medicaid policy and regulatory changes to provide accurate information.
  • Participate in training and development opportunities to strengthen patient financial advocacy knowledge and skills.
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