Financial Clearance Supervisor

Solaris Health Holdings; Annapolis (MD); On-site; USD 42,000 - 64,000; Full time

Job summary

Solaris Health Holdings in Annapolis is seeking a Financial Clearance Specialist to verify insurance eligibility and obtain prior authorizations before services. You will document results in the EHR and coordinate with scheduling, clinical, and billing teams to support timely patient care.

The role requires strong attention to detail, good communication, and experience with payer portals and medical terminology to navigate authorization workflows effectively.

Qualifications

• 1–3 years in insurance verification or medical authorizations.
• Knowledge of commercial, Medicare, Medicaid, and managed care plans.

Responsibilities

• Verify insurance coverage and benefits via portals, clearinghouses, and insurers.
• Submit prior authorization requests as required by payers.
• Document results accurately in EHR/PM and monitor pending approvals.
• Coordinate with clinical staff to gather documentation for authorization.
• Notify teams of coverage issues and authorization outcomes.

Skills

Attention to detail

Communication skills

Problem solving

EHR proficiency

Professional verbal and written skills

Education

High School Diploma or equivalent

Associate's degree

Tools

EHR systems

Payer portals

Microsoft Office

Job description

Description

GENERAL SUMMARY

The Financial Clearance Specialist is responsible for ensuring patients are financially cleared prior to receiving services by verifying insurance eligibility and obtaining prior authorizations. This dual-function role ensures accurate documentation, compliance with payer guidelines, and supports timely and efficient patient care. The Specialist works closely with scheduling, clinical, and billing teams under the guidance of the Manager/Supervisor of Financial Clearance.

Requirements

ESSENTIAL JOB FUNCTION/COMPETENCIES

The responsibilities and duties described in this job description are intended to provide a general overview of the position. Duties may vary depending on the specific needs of the affiliate or location you are working at and/or state requirements. Responsibilities include but are not limited to:

• Verify insurance coverage and benefit information using payer portals, clearinghouses, and direct communication with insurers.
• Confirm plan status, effective dates, co-pays, deductibles, coinsurance, and authorization requirements.
• Accurately document verification results in the EHR and/or PM.
• Submit prior authorization requests for services, tests, and procedures based on payer requirements.
• Monitor and follow up on pending authorizations to avoid delays in patient care.
• Address denied or delayed authorizations with payers and elevate unresolved issues to the Supervisor as needed.
• Coordinate with clinical staff to gather and submit necessary documentation for authorization approval.
• Notify appropriate teams of coverage issues, authorization status, or patient financial risk.
• Communicate with patients regarding their insurance coverage, financial responsibilities, and authorization outcomes when appropriate.
• Collaborate with schedulers and front-desk teams to ensure appointments align with insurance requirements.
• Follow standardized workflows and documentation protocols as outlined by the Supervisor.
• Maintain accuracy and timeliness in all financial clearance documentation.
• Participate in daily team huddles and contribute to process improvement initiatives.
• Performs other position related duties as assigned.
• Employees shall adhere to high standards of ethical conduct and will comply with and assist in complying with all applicable laws and regulations. This will include and not be limited to following the Solaris Health Code of Conduct and all Solaris Health and Affiliated Practice policies and procedures; maintaining the confidentiality of patients' protected health information in compliance with the Health Insurance Portability and Accountability Act (HIPAA); immediately reporting any suspected concerns and/or violations to a supervisor and/or the Compliance Department; and the timely completion the Annual Compliance Training.

CERTIFICATIONS, LICENSURES OR REGISTRY REQUIREMENTS

• N/A

KNOWLEDGE | SKILLS | ABILITIES

• Strong attention to detail and organizational skills.
• Proficiency in EHR systems, payer portals, and Microsoft Office.
• Excellent communication and problem-solving abilities.
• Professional verbal and written communication skills.
• Knowledge of medical terminology, healthcare coding systems, and clinics functions.

EDUCATION REQUIREMENTS

• High School Diploma or equivalent required.
• Associate's degree in healthcare, business, or related field preferred.

EXPERIENCE REQUIREMENTS

• 1-3 years of experience in insurance verification, medical authorizations, or revenue cycle operations.
• Knowledge of commercial, Medicare, Medicaid, and managed care insurance plans.

REQUIRED TRAVEL

• N/A

PHYSICAL DEMANDS

Carrying Weight Frequency

1-25 lbs. Frequent from 34% to 66%

26-50 lbs. Occasionally from 2% to 33%

Pushing/Pulling Frequency

1-25 lbs. Seldom, up to 2%

100 + lbs. Seldom, up to 2%

Lifting - Height, Weight Frequency

Floor to Chest, 1-25 lbs. Occasional: from 2% to 33%

Floor to Chest, 26-50 lbs. Seldom: up to 2%

Floor to Waist, 1-25 lbs. Occasional: from 2% to 33%

Floor to Waist, 26-50 lbs. Seldom: up to 2%