Eligibility Specialist I (Bilingual Spanish Required)

savista; Dallas (TX); On-site; USD 54,443,000 - 63,039,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with company match

Paid time off 17 days

Volunteer time (Heart & Soul)

Job summary

Savista seeks an Eligibility Specialist I to assist patients in navigating Medicaid, Medicare, disability, and hospital charity programs. You will meet with patients in person and by phone to determine eligibility, gather documentation, and guide them through complex applications with empathy and clarity.

You’ll collaborate with hospital teams, ensure timely submissions, and maintain HIPAA-compliant records while supporting operation needs across locations in the Dallas area.

Qualifications

• High school diploma or GED.
• Proficiency in English and Spanish.
• 1+ years of experience in a customer-facing role (financial counseling, healthcare, social services, or similar environments preferred).
• Basic knowledge of state and federal assistance programs such as Medicaid, Medicare, and Social Security Disability.
• Strong organizational skills with the ability to handle multiple priorities and maintain accuracy and attention to detail.
• Tech savvy with ability to efficiently manage and navigate multiple software systems, applications, and platforms simultaneously.
• Ability to explain complex information clearly and empathetically
• Comfort working in fast-paced environments with changing priorities
• Genuine care for patients’ needs and concerns with ability to establish a rapport with patients through empathetic communication.
• Dependable, solution-oriented professional, who collaborates effectively with patients, hospital partners, and internal teams and colleagues
• Reliable transportation and a valid driver’s license.
• Occasional local travel may be required based on operational needs.

Responsibilities

• Serve as a patient advocate, meeting with patients in-person at bedside, to assess eligibility for financial assistance programs.
• Engage patients via phone outreach to facilitate their cooperation and support the completion of required screenings and documentation.
• Guide patients through complex application processes for programs such as Medicaid, Medicare, Disability, and hospital charity care, ensuring timely submission of accurate documentation.
• Collaborate and build relationships across teams, acting as a liaison between patients, hospital staff, and government agencies to secure coverage and resolve eligibility issues.
• Manage a high case load effectively, prioritizing tasks, following up on pending applications, and meeting deadlines while also adhering to productivity and quality expectations (KPIs).
• Communicate with clarity and empathy, explaining financial responsibilities and assistance options in ways that patients can understand.
• Maintain accurate and confidential records, ensuring compliance with HIPAA and organizational policies.
• Use multiple systems and tools to document, track, and report on patient information.
• Support operational needs, including providing limited staffing coverage at nearby hospital locations as needed.
• Complete special projects, as assigned.

Skills

Bilingual English/Spanish

Customer service

Strong communication

Multitasking

Empathetic communication

Education

High school diploma or GED

Job description

Here at Savista, we enable our clients to navigate the biggest challenges in healthcare: quality clinical care with positive patient experiences and optimal financial results. We partner with healthcare organizations to problem solve and deliver revenue cycle improvement services that enable their success, support their patients, and nurture their communities, all while living our values of Commitment, Authenticity, Respect and Excellence (CARE).

Job Title: Eligibility Specialist 1

Employment Type: Full-Time, non-exempt

Pay Range: $19.00-$22.00 per hour*

Work Schedule: Sunday, 8:00am-4:30pm / Monday-Thursday 10:00am-6:30pm (Schedule flexibility required to meet business needs)

Primary Work Location(s): Dallas Regional Medical Center - 1011 North Galloway Ave. Mesquite, Texas 75149

Additional Work Location(s): Dallas Medical Center - 7 Medical Parkway, Farmers Branch, Texas 75234

Why You’ll Love This Role:

As an Eligibility Specialist I, you’ll get to make a difference in patients’ lives every day ! You will be a lifeline for patients navigating some of the most stressful moments of their healthcare journey. In this role, you’ll meet directly with patients and families, listen to their stories, and help them access financial assistance programs that can remove barriers to receiving essential medical care.

You’ll use your compassion, communication skills, and problem‑solving abilities to guide patients’ step‑by‑step through applications for Medicaid, Medicare, disability, and hospital charity programs. Every interaction you have helps someone understand their options, feel supported, and move forward with confidence.

If you’re motivated by meaningful, people‑centered work - and you want a role where your efforts make a clear and immediate difference - this position offers the opportunity to build relationships, grow your skills, and positively impact patient lives every day.

What You’ll Do:

• Serve as a patient advocate , meeting with patients in-person at bedside, to assess eligibility for financial assistance programs.
• Engage patients via phone outreach to facilitate their cooperation and support the completion of required screenings and documentation.
• Guide patients through complex application processes for programs such as Medicaid, Medicare, Disability, and hospital charity care, ensuring timely submission of accurate documentation.
• Collaborate and build relationships across teams , acting as a liaison between patients, hospital staff, and government agencies to secure coverage and resolve eligibility issues.
• Manage a high case load effectively , prioritizing tasks, following up on pending applications, and meeting deadlines while also adhering to productivity and quality expectations (KPIs).
• Communicate with clarity and empathy , explaining financial responsibilities and assistance options in ways that patients can understand.
• Maintain accurate and confidential records , ensuring compliance with HIPAA and organizational policies.
• Use multiple systems and tools to document, track, and report on patient information.
• Support operational needs , including providing limited staffing coverage at nearby hospital locations as needed.
• Complete special projects, as assigned.

What We’re Looking For:

• High school diploma or GED
• Proficiency in English and Spanish
• 1+ years of experience in a customer-facing role (financial counseling, healthcare, social services, or similar environments preferred).
• Basic knowledge of state and federal assistance programs such as Medicaid, Medicare, and Social Security Disability.
• Strong organizational skills with the ability to handle multiple priorities and maintain accuracy and attention to detail.
• Tech savvy with ability to efficiently manage and navigate multiple software systems, applications, and platforms simultaneously.
• Ability to explain complex information clearly and empathetically
• Comfort working in fast-paced environments with changing priorities
• Genuine care for patients’ needs and concerns with ability to establish a rapport with patients through empathetic communication.
• Dependable, solution-oriented professional, who collaborates effectively with patients, hospital partners, and internal teams and colleagues
• Reliable transportation and a valid driver’s license.
• Occasional local travel may be required based on operational needs.

What We Offer:

• Comprehensive benefits: medical, dental, vision, HSA and FSA accounts, short-term and long-term disability insurance, accident insurance, hospital indemnity insurance, critical illness insurance, life insurance, supplemental insurance, spouse and dependent life insurance, pet insurance, and legal insurance
• Wealth benefits: 401(k) with company match, company HSA contributions, and access to certified financial planners
• Generous paid time off: 17 days PTO for full-time colleagues with increases based on tenure, 9 paid holidays and 40 hours of paid volunteer time each year through our Heart & Soul program