Specialist - Medicaid & Financial Assistance
About The Position
The Specialist - Medicaid & Financial Assistance performs patient financial-assistance outreach, screening support, and case processing to help potentially eligible patients complete Medicaid and organizational financial-assistance requirements. The role obtains and validates household, dependent, income, asset, expense, tax, bank, volunteer-hour, and other supporting documentation; records case activity; and coordinates approved systems and partners to move cases through review or documented closure. The Specialist assists customers with Medicaid applications through HEAplus within established procedures, access requirements, training, customer authorization, and role boundaries. The position is based at Deer Valley, 2500 W Utopia Rd, Phoenix, Arizona, and may require travel between assigned work sites. The schedule is Monday through Friday, with varied hours based on department needs.
Requirements
- Associate degree in a related field, or an equivalent combination of education and directly related experience.
- Working knowledge of financial-assistance documentation, income and household verification, federal-poverty-level concepts, Medicaid application and renewal processes, and applicable AHCCCS requirements.
- Ability to produce accurate written documentation and explain sensitive financial requirements clearly and respectfully.
- HEA+ certification within 60 days of hire; must be able to pass a background check during this process.
Nice To Haves
- One year of directly related experience in patient financial assistance, Medicaid eligibility, patient access, revenue cycle, social services, or financial-document verification.
- Ability to learn and accurately use Qventus, Epic, HEAplus AH-portal workflows, and other approved systems.
Responsibilities
- Perform timely outreach to patients identified through approved eligibility indicators, Epic work queues, Qventus workflows, facility referrals, or other authorized sources.
- Explain documentation requirements and guide patients through approved Medicaid and organizational financial-assistance application and renewal steps, using approved language-assistance resources when needed.
- Obtain, review, and validate household size, dependent, income, asset, expense, tax, bank, federal-poverty-level, volunteer-hour, and other supporting documentation.
- Create, update, upload, import, securely store, sequence, and document required information in Qventus, Epic, HEAplus, the access AHCCCS portal, and other approved systems.
- Assist with and submit applications only when organizational approval, authorized user access, required training, and written customer permission are in place.
- Coordinate case handoffs, monitor requests for information, and follow outstanding items across Qventus, Epic, Access Services, Pre-Services, AHCCCS, and approved vendors through determination or documented closure.
- Protect confidential patient and financial information and escalate incomplete, inconsistent, or out-of-scope cases through defined channels.
- Meet established quality, timeliness, productivity, outreach, documentation, conversion-reporting, and service standards.
- Prepare assigned case-level reports and contribute workflow feedback and training needs.
- Travel between assigned work sites as required.
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What This Job Offers
Job Type
Full-time
Education Level
Associate degree
