Patient Financial Specialist

Omega Healthcare Management Services•Boca Raton, FL

2d•Remote

About The Position

Under limited supervision, the Patient Financial Specialist helps patients register for services and navigates the complexities of Medicaid eligibility and financial assistance. Utilizing standardized OPM workflows and the AssistPoint (AP) platform, this role ensures that qualifying patients receive necessary coverage and that the provider can bill Medicaid accurately. The Specialist acts as a critical link between the patient’s financial need and successful revenue cycle outcomes.

Requirements

Ability to prioritize and multi-task in a fast-paced, changing environment.
Demonstrate ability to self-motivate, set goals, and meet deadlines.
Demonstrate excellent verbal communication skills, with the ability to effectively explain complex billing and insurance concepts to patients.
Strong active listening skills to understand patient concerns and provide appropriate resolutions.
Maintain courteous and professional working relationships with employees at all levels of the organization.
Work in accordance with corporate and organizational security policies and procedures, understand personal role in safeguarding corporate and client assets, and take appropriate action to prevent and report any compromises of security within scope of position.
Compassionate and empathetic personality to handle patient inquiries and concerns with sensitivity and professionalism.
Skill in operating a personal computer and utilizing a variety of software applications is essential.
Understanding of HIPAA and basic reimbursement principles.
Demonstrated ability to present information clearly and confidently in both formal and informal settings (presentations, structured meetings, trainings, working sessions, client check-ins)
Demonstrated ability to independently design and develop training materials from the ground up, including curricula, documentation, and supporting resources, tailored to audience needs
Adapts communication style to diverse audiences while maintaining professionalism and clarity.
Ability to work across multiple systems (EMR, PMS, digital portals).
1-2 years of experience in medical billing, reimbursement processes, or insurance terminology.
Proven background in customer service or call center environments (healthcare setting preferred).
Proficient computer skills and experience with electronic health records (EHR/EMR) or billing software systems.
High School diploma or equivalent, additional education in healthcare administration or related field is a plus.
Experience developing training materials and delivering curriculum to team members
Experience presenting information to clients while protecting the brand and interests of Omega.

Nice To Haves

Associate or bachelor’s degree in healthcare administration or a related field.
Prior experience specifically within the Epic ecosystem.
Familiarity with JCAHO, coding compliance, reimbursement, and HIPAA/HITECH.

Responsibilities

Conduct comprehensive patient intake by collecting demographic, contact, and insurance information.
Execute precise data entry into the Electronic Health Record (EHR) system to ensure seamless downstream billing.
Verify active Medicaid coverage and benefits through state portals and real-time eligibility tools.
Act as a patient advocate by assisting with Medicaid enrollment, renewals, and the gathering of required documentation (e.g., ID, income verification, and residency proof).
Determine Coordination of Benefits (COB) to identify whether Medicaid is the primary or secondary payer.
Partner with third-party payers to resolve coverage discrepancies.
Provide empathetic, clear explanations regarding Medicaid benefits, eligibility requirements, and billing inquiries.
Utilize active listening and probing questions to identify and resolve patient financial concerns.
Maintain meticulous patient records in strict accordance with HIPAA, HITECH, and JCAHO regulations.
Safeguard corporate and client assets by following all organizational security policies.
Represent Omega in client-facing meetings, forums, and discussions.
Communicate directly with patients to: Gather and validate required demographic, income, and financial information Explain eligibility requirements in clear, patient-friendly language Support patients through the Medicaid enrollment process
Evaluate patients for Medicaid eligibility and Charity Care programs, including: Reviewing financial documentation Assessing household income and resources Determining appropriate program qualification per state and facility guidelines
Independently designs and develops training materials from the ground up, including curricula, documentation, and supporting resources, tailored to audience needs.
Successfully delivers training sessions that result in demonstrable knowledge transfer, skill adoption, and improved performance among trainees.
Specifically on the following: Medicaid registration processes Charity care eligibility evaluation Patient financial management workflows