Financial Eligibility Specialist

LifePath Systems; McKinney (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

LifePath Systems in McKinney, TX seeks a Financial Eligibility Specialist to support individuals and families through financial reviews for the Behavioral Health Division. You will assess financial status, complete assessments, run reports, and enter data into our systems while delivering excellent customer service.

This role emphasizes trauma-informed, person-centered care and adherence to Medicaid guidelines, with collaboration to ensure timely submissions and clear explanations of services

Qualifications

• Experience in financial eligibility or related administrative roles.
• Strong data-entry and reporting skills.
• Ability to explain services and financial responsibilities clearly.

Responsibilities

• Assess an individual’s financial status and complete financial assessments.
• Submit required financial documentation in a timely manner.
• Run financial reports and maintain accuracy in data entry across systems.
• Explain available services and financial responsibilities to clients and families.
• Ensure compliance with TAC, UM and Medicaid guidelines and coordinate with managers.

Skills

Customer service

Data entry

Attention to detail

Multitasking

Communication

Job description

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.