Specialist I, Financial Clearance Patient Access- FT 1.0

Trinity Health•Davenport, IA

About The Position

The Specialist I, Financial Clearance Patient Access supports operational analysis and performance improvement while completing financial clearance for pre-service patient accounts. The role researches, collects, and analyzes information; identifies opportunities and develops solutions; collaborates on performance improvement activities; and distributes analytical reports. It uses multiple system applications to analyze information, create reports, and develop educational materials, while applying Trinity Health policies and procedures to prioritize quality, confidentiality, and safety. The Specialist researches and compiles information for operational projects and initiatives, synthesizes data into detailed summaries and graphical presentations, identifies trends, and recommends practical solutions that support business strategy and leadership decisions. The role uses program and operational measures to demonstrate progress, return on investment, and impact. It also maintains working knowledge of applicable laws, regulations, the Trinity Health Integrity & Compliance Program, the Code of Conduct, and other organizational guidance. For pre-service accounts, the Specialist is responsible for financial clearance and collection before the date of service. This includes obtaining and verifying insurance information, validating benefits, securing authorization, and collecting pre-service payments. The role contributes to the patient experience and initiates the hospital billing process.

Requirements

High school diploma or equivalent.
Two to five years of experience in an area such as scheduling, financial clearance, or patient access.
Comprehensive knowledge of financial clearance and insurance verification processes, with two years of financial clearance experience in an acute care setting.
National certification in HFMA CRCR or NAHAM CHAA required within one year of hire.
Proficiency with Patient Registration/Patient Accounting systems and related software systems.

Nice To Haves

Associate degree.
Comprehensive scheduling knowledge, mastery of at least three modalities, and three years of scheduling experience in an acute care setting.
Experience with complex facility-based ancillary testing across multiple facilities or states.
Strong knowledge of third-party and government payer billing and reimbursement guidelines, as well as department performance standards, policies, and procedures.

Responsibilities

Research, collect, analyze, and compile information for operational projects and initiatives.
Identify opportunities, develop solutions, and lead issues through resolution.
Collaborate on performance improvement activities based on program efficiency and patient experience outcomes.
Prepare and distribute analytical reports, detailed summaries, and graphical data presentations that illustrate trends and recommend practical solutions.
Use program and operational data and measurements to demonstrate progress, return on investment, and impact.
Use multiple system applications to perform analysis, create reports, and develop educational materials.
Complete financial clearance and collection for pre-service accounts before the date of service.
Obtain and verify insurance information, validate benefits, obtain authorization, and collect pre-service payments.
Apply Trinity Health policies, processes, and procedures to support quality, confidentiality, safety, and compliance.
Support the patient experience and initiate the billing process for hospital services.