Financial Support Clerk

PermiaCare; Midland (TX); On-site; USD 29,000 - 32,000; Full time

Benefits offered by this job

Sign-on bonus

Job summary

PermiaCare is seeking a Financial Support Clerk in Midland, TX to screen clients for local, state, and federal entitlement by verifying coverage through private insurance (including Medicare Advantage Plans), Medicare and Medicaid. The role updates payer records, conducts annual fee assessments, and ensures accurate documentation following patient encounters.

The ideal candidate has a High School Diploma or GED and at least 1 year in a medical admitting office or benefits verification.

Qualifications

• High School Diploma or GED required.
• At least 1 year experience in admitting office or verifying third party benefits preferred.

Responsibilities

• Verify client information after doctor visits (address, income, contact).
• Conduct annual fee assessments for expiring eligibilities.
• Collect payments and provide receipts to records.
• Assemble PAP enrollment and print PAP applications.
• Respond to prior authorizations and appeals for non-formulary meds.

Skills

HIPAA knowledge

Customer service

Computer skills

Dependable attendance

Independent work

Education

High School Diploma or GED

Tools

Word

Excel

Outlook

EHR

Job description

Salary: $14.07 per hour. Sign on bonus may be available.

Shift: M-F 8am 5pm; Assigned work hours may change as the needs of the agency and clients change

Driving required: Y

Settings: office

POSITION SUMMARY/JOB PURPOSE:

The Financial Support Clerk screens clients for eligibility of local, state, and federal entitlement by verifying coverage through private insurance (including Medicare Advantage Plans), Medicare and Medicaid. This position verifies accuracy of information (contact information, proof of income, etc) on each client following their doctor's appointment. The Financial Support Clerk updates payers in the database, when applicable. This position annually updates financial assessments within required timeframes.

This position works independently, under limited supervision, reporting major activities through periodic meetings.

EDUCATION, EXPERIENCE, OTHER QUALIFICATIONS:

Education Required:High School Diploma or GED.

Experience Required: At least 1 year experience working in the admitting office of a doctor's office, clinic or hospital or previous experience verifying third party benefits preferred.

Registration, Certification, Licensure or other Qualifications Required:

• Must maintain a valid Texas Driver's license, auto liability insurance and a driving record acceptable to PermiaCare's insurance requirements.
• Required to pass criminal history and background checks as well as pre-employment drug screen.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Verify accuracy of information (home/mailing address, proof of income, emergency contact, phone number) on each client following their doctor's appointment.
• Conduct annual fee assessments for those expiring within required timeframe.
• Collect payments from clients to be applied toward outstanding balances, maximum monthly fees, and/or copies of medical records, giving cash/check/Rx receipts to Clerk for record.
• Gather financial information from non- or under-insured clients to help in determining eligibility through the patient assistance program, set up the client profile in the pharmacy benefits manager portal, if not already established, create enrollment for PAP eligible medications, and print PAP application for client to sign.
• Respond to prior authorization requests for non-formulary medications and submit appeals for all non-favorable outcomes.
• Conduct fee assessments prior to individuals being screened for services, or meet with the LAR or parents during clinic, to verify accuracy of home/mailing address, phone number, and income, or update annual fee assessment.
• Scan financial supporting documentation and benefits eligibility verifications and PAP documents to the appropriate EHR client record.
• Meet unit performance measures or targets.
• Enter accurate and appropriate documentation of services within timeframe required.
• Maintain confidentiality of sensitive records and treatment information, client files and protected health information in compliance with HIPAA, laws, rules and regulations, and established procedures.
• Maintain regular and reliable physical on-site attendance. Regular attendance, dependability, and promptness are required for the scheduled work day 100% of the time, to ensure consistency and completeness of program's processes.
• Comply with the Abuse, Neglect, and Exploitation policy and reporting requirements.
• Adhere to the Code of Conduct and Standards of Behavior policy requirements.
• Establish and maintain effective work relationships with individuals served and their families, supervisors, co-workers and visitors by demonstrating cooperative, courteous and respectful behavior at all times.
• Communicate regularly with supervisor.
• Open and process mail/email in a timely manner.
• Answer phone, collect phone messages and respond to requests timely and accurately.
• Maintain safe and clean working environment by complying with procedures, rules and regulations.
• Perform all work functions and interactions using a trauma informed approach.
• Display professionalism when representing PermiaCare and the program in the community.
• Maintain compliance with legal requirements and company policies and procedures.
• Maintain valid and current driver's license, auto insurance, acceptable driving record and reliable transportation at all times. Driving may be required for this position.
• Complete all training as assigned prior to due date.
• Other duties as assigned.

MARGINAL DUTIES AND RESPONSIBILITIES

• Fill in for other Financial staff as needed.
• Provide translation, if applicable.
• Participate in team meeting or staffings.
• Participate in community activities and/or attends community meetings as needed.
• Participate in workgroups and committees as assigned.

KNOWLEDGE, SKILLS, ABILITIES AND COMPETENCIES:

• Knowledge of office practices and procedures.
• Basic knowledge of databases.
• Knowledge of HIPAA and ability to protect confidentiality.
• Good organizational skills.
• Welcoming, positive behavior.
• Ability to express self clearly and effectively, orally and in writing.
• Exceptional customer service skills, including positive attitude.
• Dependable attendance and punctuality.
• Knowledge of trauma informed theories, principles and practices.
• Flexibility and adaptability to different work environments.
• Excellent computer skills, including Word, Excel, Outlook, and Electronic Health Records (EHR).
• Reading and comprehending.
• Reasoning and analyzing.
• Ability to coordinate with various inter-agency personnel.
• Ability to fulfill PMAB and CPR/First Aid requirements.
• Ability to work independently.
• Good interpersonal skills, including ability to build rapport with individuals including co-workers.
• Ability to display comfort in interacting with individuals of diverse cultural, ethnic and economic backgrounds and with social service, healthcare, educational and criminal justice organizations, as needed.
• Ability to acquire and utilize new skills as the job requires.
• Ability to work cooperatively and productively with supervisor, individuals, co-workers, and groups of persons at all levels of activity, contributing to a spirit of teamwork.
• Ability to maintain highly confidential information.
• Ability to remain calm in stressful situations.
• Ability to plan and schedule work and implement directives without constant supervision.
• Model professionalism by appropriate dress, language, ethics and work habits.
• Ability to drive personal and/or company vehicle. This position may require travel to agency program sites, community and residential sites, and/or locations outside the PermiaCare catchment area. This position may require transport of agency individuals and/or individuals served.

PHYSICAL REQUIREMENTS:

Abilities Required:

• Light Carrying, under 15 lbs
• Walking
• Standing
• Operating office equipment
• Operating motor vehicle
• Ability to see
• Hearing (with aid)
• Ability to write
• Ability to count
• Ability to read
• Ability to tell time

Other (specify): driving required. May require some travel after hours and overnight.

WORKSITE CONDITIONS:

• Travel
• Inside
• Working closely with others
• Working alone

ADA Statement: Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

EEO Statement: PermiaCare is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity Employer, making decisions without regard to race, color, ethnicity, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran status, genetic information, or any other characteristic protected by state or federal law.

This job description is not designed to cover or contain a comprehensive list of duties, activities or responsibilities that are required of the employee for this job. Duties, activities and responsibilities may change or new ones may be assigned at any time with or without notice. This job description does not constitute an employment contract with PermiaCare. Employment is at-will.