Financial Eligibility Specialist

Collin County Mental Health Retardation Center; McKinney (TX); On-site; USD 38,000 - 52,000; Full time

Job summary

LifePath Systems is seeking a Financial Eligibility Specialist in McKinney, TX. The role supports individuals and families through financial reviews within a trauma-informed, person-centered care model.

You will assess financial status, complete assessments, run reports, and ensure timely submission, while delivering excellent customer service. The position emphasizes data entry, coordination with providers, and adherence to Medicaid guidelines under TAC requirements, reporting to the Manager of

Qualifications

• High school diploma or GED required.
• Experience in medical/office setting preferred.
• Experience with medical billing or insurance verification is highly preferred.

Responsibilities

• Complete initial and annual financials with individuals and document accordingly.
• Communicate with contracted providers to ensure financial documentation is complete.
• Track financials with the treatment team and flag expiring documents.
• Enter data accurately into systems and provide excellent customer service.

Skills

Customer service

Verbal communication

Written communication

Organization

Time management

Team collaboration

Professional appearance

Education

High school diploma or GED

Some college or technical education

2 years office/medical office experience

Medical billing/insurance verification experience

Job description

Job Details

Job Location: McKinney, TX 75069

Position Type: Full Time

Education Level: High School

Salary Range: $19.23 Hourly

The Financial Eligibility Specialist provides support to individuals and families as they complete financial reviews and documentation for the Behavioral Health Division of LifePath Systems within a trauma-informed and person-centered care model. This position assists individuals and other workforce members to ensure financial assessments are accurately completed and submitted in a timely manner. The Financial Eligibility Specialist must be able to thrive in a busy, multitasking environment while engaging in activities such as assessing an individual’s financial status, completing financial assessments, running reports, and various other duties as assigned by the Manager of Authority Support. The Financial Eligibility Specialist is responsible for providing excellent customer service and requires the ability to explain available services and financial responsibility to those on their financial caseload. The Financial Eligibility Specialist must also be able to communicate the financial needs of those served by contracted providers and accurately enter data and other pertinent information into various systems. This position requires attention to detail, initiative, and a proactive approach to duties and responsibilities while maintaining a positive attitude. The position offers the opportunity for considerable latitude in independent judgment. The Financial Eligibility Specialist will work closely with their team and supervisor to ensure all information is communicated accurately. The Financial Eligibility Specialist will also ensure compliance with TAC requirements as well as UM and Medicaid guidelines while exhibiting a strong emphasis on, and understanding of, person-centered recovery, adherence to trauma-informed perspective, and culturally and linguistically appropriate services. This position will report directly to the Manager of Authority Support.

Financial Eligibility

• Works with individuals to complete initial and annual financials and ensure completion of documentation.

Contractor Financial Eligibility

• Communicates regularly with contracted providers to ensure financial documentation has been completed.

Financial Tracking

• Works with treatment team to flag chart on expiring financials, notifying providers prior to service delivery and schedules to meet with individual to update financials as needed.

Works cooperatively with individuals and staff to meet the needs of individuals while following agency procedures.

Other financial duties.

Education, Training and Experience (including licensure and certification)

• High school diploma or General Education Degree (GED) required.


• Some college or technical education preferred.


• Two years’ experience in an office or medical office setting preferred.


• Experience and/or training in medical billing / medical office / insurance verification highly preferred.

Knowledge, Skills and Abilities

• Excellent customer service skills.


• Excellent verbal and written communication skills and attention to detail. (Bilingual preferred)


• Well organized, self-starter, and able to complete tasks in a timely manner.


• Skill in the operation of computers and applicable computer software.


• Ability to organize one’s time and prioritize responsibilities.


• Ability to work with a multi-disciplinary team.


• Flexible and willing to handle a variety of tasks.


• Maintains a neat and professional personal appearance.


• Ability to think clearly and logically.