Financial Services Associate II

CommonSpirit Health; Arroyo Grande (CA); On-site; USD 45,000 - 65,000; Full time

Job summary

CommonSpirit Health's Pacific Central Coast Health Centers (PHC) seek a Financial Professional to apply financial expertise to support strategic goals and fiscal health. You will analyze financial data, interpret complex information, and communicate findings to stakeholders, ensuring accuracy and compliance in billing and processes.

In this role, you will guide financial decisions by maintaining up-to-date knowledge of payer guidelines, performing patient interviews for financial clearance, and

Qualifications

• High School Diploma or GED required.
• 1-3 years experience in outpatient/physician office including financial counseling, insurance verification and authorization.

Responsibilities

• Maintains current knowledge of payer and regulatory guidelines for medical insurance claims processing and reimbursement.
• Interviews patients to obtain, clarify and verify all demographic and insurance information and determines status of financial clearance, as needed.
• Identifies and obtains required pre-certifications, authorizations, and/or referrals and enter all information in the appropriate registration and billing systems.
• Performs verification of benefits, either electronically or by telephone, according to PHC procedures and guidelines.
• Analyses patients ability to meet financial obligations and sets up appropriate payment plans.
• Identify insurance guidelines and communicate necessary steps to clinic staff, including physician

Skills

Analytical skills

Attention to detail

Communication skills

Financial counseling

Insurance verification

Authorization

Education

High School Diploma or GED

Job description

Job Summary and Responsibilities

As a Financial Professional, you will apply financial expertise to support strategic goals and optimal fiscal health.
Every day you will analyze financial data, interpret complex information, and communicate findings or recommendations to stakeholders, ensuring accuracy and compliance in financial processes.
To be successful in this role, you will demonstrate strong analytical skills, meticulous attention to detail, and excellent communication abilities to guide informed financial decisions.

• Maintains current knowledge of and adheres to payer and regulatory guidelines for medical insurance claims processing and reimbursement.


• Interviews patients to obtain, clarify and verify all demographic and insurance information and determines status of financial clearance, as needed.


• Identifies and obtains required pre-certifications, authorizations, and/or referrals and enter all information in the appropriate registration and billing systems


• Performs verification of benefits, either electronically or by telephone, according to PHC procedures and guidelines


• Analyzes patients ability to meet financial obligations and sets up appropriate payment plans.


• Identify insurance guidelines and communicate necessary steps to clinic staff, including physician

Job Requirements

Required

• High School Graduate General Studies, or


• High School GED General Studies, and


• 1-3 years experience as a FSA I or equivalent experience working in an outpatient/physician office environment including financial counseling, insurance verification and authorization.

Where You'll Work

Dignity Health's Pacific Central Coast Health Centers (PHC) is a non-profit Community clinic organization comprised of more than 40 health centers located primarily from Ventura to Templeton, spanning the coast. Our experienced physicians and advanced practice providers offer a wide range of primary and specialty care services. PHC is a part of Dignity Health Central Coast's award-winning network of outstanding hospitals, imaging centers, laboratories, and post-acute services.

One Community. One Mission. One California