Clinic Eligibility Coordinator (DHWC)

South Texas, Inc.; San Antonio (TX); On-site; USD 45,000 - 56,000; Full time

Job summary

South Texas, Inc. seeks a Clinic Eligibility Coordinator (DHWC) in San Antonio to screen patient eligibility, verify insurance, and connect clients with community health resources. You will document in EHRs and support front-line clinic operations.

The role emphasizes bilingual communication, data accuracy, and compassionate service, with daily collaboration across clinical teams in a medical setting.

Qualifications

• Education: High school diploma or GED.
• Experience: 1+ year in program eligibility screening.
• Other Required Skills/Knowledge: Bilingual English/Spanish; EHR experience; MS Office proficiency.

Responsibilities

• Patient Clinic Eligibility Screening: conduct interviews to evaluate eligibility for MHM programs and other services.
• Customer Service & Communication: resolve inquiries and complaints using AIDET principles.
• Data Management & Documentation: update EHR with patient information per HIPAA standards.
• Community Resource Navigation: refer unqualified clients to external services.
• Insurance & Financial Verification: verify insurance and assist with Financial Assistance program applications.
• Administrative Duties: answer calls, schedule/update appointments, maintain office cleanliness.

Skills

Bilingual (English/Spanish)

EHR experience

MS Office

Education

High school diploma or GED

Tools

Electronic Health Records (EHR) systems

Microsoft Word

Excel

Outlook

MS Teams

Smartsheet

S-Fax

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Clinic Eligibility Coordinator (DHWC)

Medical-DHWC Non-Exempt Full-Time Entry Contributor San Antonio, TX, US

Salary Range: $21.75 To $26.94 Annually

Position Summary

The Clinic Eligibility Coordinator serves as the first point of contact for patients, providing a welcoming and informative experience. This role is responsible for assessing program eligibility, managing patient eligibility, maintaining accurate electronic records, and connecting clients to community and health services.

Scope and Impact

The role supports patient access and eligibility for Methodist Healthcare Ministries (MHM) programs across multiple service lines, including Medical, Dental, and Behavioral Health. The position has a significant impact on patient satisfaction, program participation, and efficient clinic operations.

Decision-Making Authority

This position requires moderate decision-making, especially in evaluating patient eligibility and resolving clinic eligibility related issues. Works under established guidelines but exercises discretion in managing sensitive patient information and resolving concerns.

Interactions / Working Relationships

• Internal: Collaborates daily with Clinic Eligibility team, program staff, support center, and leadership.
• External: Regular interaction with patients, clients, and community resource partners. Communicates frequently in both English and Spanish.

Essential Duties and Responsibilities

• Patient Clinic Eligibility Screening – Conduct in-person and phone interviews to gather financial and personal information; evaluate eligibility for MHM programs and other local/federal services. (35%)
• Customer Service & Communication – Serve as an ambassador for patient experience using AIDET principles; resolve patient inquiries and complaints. (20%)
• Data Management & Documentation – Input and update patient information in Electronic Health Records (EHR); manage forms and records according to program and HIPAA standards. (15%)
• Community Resource Navigation – Refer unqualified clients to external services; share updated community resources with patients and team. (10%)
• Insurance & Financial Verification – Verify insurance information and assist with MHS Financial Assistance Program applications. (10%)
• Administrative Duties – Answer clinic eligibility calls, schedule and update appointments, maintain office cleanliness, and support other administrative functions. (10%)

Supervisory or Leadership Responsibilities

This position does not supervise others.

Qualifications

Minimum Qualifications (Required)

• Education: High school diploma or GED.
• Experience: At least one year of experience in program eligibility screening.
• Other Required Skills/Knowledge:
  • Bilingual in English and Spanish
  • Electronic Health Records (EHR) experience.
  • Basic proficiency in Microsoft Office (Word, Excel, Outlook, MS Teams).

Preferred Qualifications

• Experience working with underserved populations.
• Familiarity with local, state, and federal healthcare and social service programs.
• Knowledge of financial assistance programs and application processes.

Knowledge, Skills, and Abilities (KSAs)

• Problem-solving and critical thinking.
• Ability to work independently and as part of a team.
• Professional and empathetic customer service demeanor.
• Attention to detail and organization.

Language Skills

• Bilingual in English and Spanish (required).
• Ability to read, write, and communicate clearly in both languages.

Technology and Tools

• Required: Electronic Health Records systems, Microsoft Word, Excel, Outlook, Teams, Smartsheet, S-Fax.
• General computer proficiency, including data entry and office technology.

Work Environment and Physical Demands

• Work Setting: Medical and dental clinic environment.
• Physical Requirements: Frequent standing, sitting, bending, walking; occasional lifting up to 25 lbs; use of step stools.