Financial Clearance & Assistance Specialist I

Andrews Institute; Pensacola (FL); Hybrid; USD 36,000 - 48,000; Full time

Job summary

Baptist Health Care in Pensacola, FL is seeking a Financial Assistance Specialist to ensure financial screening and payment options for self-pay and insured patients during pre-registration or after discharge. You will communicate patient liabilities with care and professionalism to support collecting balances and maintaining access to care.

The role involves coordinating with Medicaid eligibility vendors, reviewing referrals, and ensuring accurate financial dialogue at all touchpoints.

Qualifications

• High School Diploma or Equivalent Required.
• 1 year relevant revenue cycle, financial, or customer service experience Required.

Responsibilities

• Initiates financial arrangements and assists with payment options.
• Screens patients for financial assistance and communicates with Medicaid eligibility vendor.
• Reviews referrals to ensure self-pays and out-of-pocket insured accounts have financial dialogue.
• Verifies pre-registration components: insurance, benefits, demographics, medical necessity, authorizations, financial clearance.
• Provides out-of-pocket liability information and collection requirements during registration and discharge.
• Ensures pre-registrations meet accuracy and financial clearance standards.
• Communicates with patients 3–5 days prior to arrival about amounts due at service.

Skills

Revenue cycle experience

Customer service

Education

High School Diploma or Equivalent

Job description

The Financial Assistance Specialist is responsible for ensuring all self-pay and/or insured patients have access to receiving a financial screening for assistance with payment options including finding a payor source for the patient's out-of-pocket liability during the pre-registration or after discharge process. This position directly communicates with patients about out-of-pocket liabilities with expectation of collection with a respectful, caring, and professional manner. This position also

Responsibilities

• Initiates all financial arrangements, assists with payment options, screens patients for financial assistance, and communicates regularly with Medicaid eligibility vendor to ensure apporpriate screening.
• Reviews all centralized scheduling and VIBE teams referrals from scheduled outpatient visits prior to service date to ensure all self-pays, and out-of-pocket insured accounts have received financial dialogue regarding payment options.
• Reviews all verified inpatient accounts or any new self-pay admission within 24 hours of admission to ensure all self-pays, and or any insured accounts with an out-of-pocket liability are seen and collection attempt made in respectful patient focused manner.
• Ensure all aspects of pre-registration is completed, which includes verification of insurance and benefits, verification of patient demographic, verification of medical necessity, receipt of authorizations when needed, financial clearance, and financial dialogue is completed for each and every account under review.
• Provides out-of-pocket liabilities information and collection requirements (utilizing the software tools necessary) for patients, check in staff, or registrars through the registration process (prior to services, at check-in, & through discharge) which includes co-pays, co-insurance, and deductibles. Estimate responses are in accordance with pricing transparency regulations of the State of Florida.
• Meets BHC as well as Industry Standards for accuracy of pre-registrations and financial clearance standards.
• Provides patients with information regarding financial arrangements and/or financial assistance when needed and appropriately documents information into patient accounting system.
• Communicates directly with the patients 3 to 5 days prior to arrival with information about co-pay, co-insurance and deductible amounts due at time of service and collects.

Qualifications

• High School Diploma or Equivalent Required
• 1 year Relevant revenue cycle experience, financial, or customer service experience Required

About Us

Baptist Health Care is a not-for-profit health care system committed to improving the quality of life for people and communities in northwest Florida and south Alabama. The organization includesthree hospitals, four medical parks,Andrews Institute for Orthopaedic & Sports Medicine, and an extensive primary and specialty care provider network. With more than 4,000 team members, Baptist Health Care is one of the largest non-governmental employers in northwest Florida.

Baptist Health Care, Inc. is an Equal Opportunity Employer. BHC maintains and enforces a policy that prohibits discrimination against any workforce members or applicants for employment because of sex, race, age, color, disability, marital status, national origin, religion, genetic information, or other category protected by federal, state or local law. Certain positions may require a Level 2 Background check through AHCA. Additional information about this requirement can be found here: Florida Care Provider Background Screening Clearinghouse

Job Info

• Job Identification 11054
• Job Category Clerical
• Posting Date 10/07/2026, 03:14 PM
• Locations 125 Baptist Way, Pensacola, FL, 32503, US
• Job Schedule Full time
• Job Shift Day
• FTE 1.0 FT

Can’t find what you’re
looking for?

Join our talent community and get notified of the latest openings.