Patient Advocate

Med-Metrix; Ocala (FL); On-site; USD 38,000 - 52,000; Full time

Job summary

Med-Metrix is seeking a Patient Advocate to help uninsured and underinsured patients access financial assistance through state programs, hospital charity care, and federal benefits such as SSI/SSDI. You will complete applications, gather documentation, and coordinate with government agencies to ensure patients receive support.

The role requires visiting clients, interviewing at bedside and in the ER, collecting necessary documents, tracking submissions, and supporting Marketplace insurance when

Qualifications

• High school Diploma or equivalent is required, healthcare-related degree preferred
• 2–3 years of experience in a customer service preferred
• Bilingual in Spanish (spoken and written skills) a plus
• Ability to work at various client sites as needed
• Must possess reliable transportation to ensure consistent on-site attendance and punctuality
• Ability to use the internet and learn databases
• Ability to meet monthly productivity goals
• Proficiency in Microsoft Office Suite
• Strong interpersonal skills, ability to communicate well at all levels of the organization
• Strong problem solving and investigative skills and the ability to exercise sound judgment and make decisions based on accurate and timely analyses
• High level of integrity and dependability with a strong sense of urgency and results oriented
• Excellent written and verbal communication skills required

Responsibilities

• Assist patients with applications for Medical Assistance (MA), hospital charity care, and SSI/SSDI
• Interview patients at the bedside and in the Emergency Room to assess eligibility and gather information
• Identify eligibility and collect required documentation
• Submit and track applications with the local assistance offices
• Provide support for Marketplace insurance when applicable
• Maintain accurate records and meet productivity goals
• Verify and update insurances
• Other duties as assigned
• Use, protect and disclose patients’ protected health information (PHI) only in accordance with Health Insurance Portability and Accountability Act (HIPAA) standards
• Understand and comply with Information Security and HIPAA policies and procedures at all times
• Limit viewing of PHI to the absolute minimum as necessary to perform assigned duties

Skills

Interpersonal skills

Written and verbal communication

Education

High School Diploma or equivalent

Healthcare-related degree (preferred)

Tools

Microsoft Office Suite

Job description

Schedule: Monday through Friday 8:00AM-4:30PM, with 1 required Saturday per month.

Job Purpose

The Patient Advocate supports uninsured and underinsured patients by helping them access financial assistance through state programs, hospital assistance programs, and federal benefits such as SSI/SSDI. The role involves completing applications, gathering documentation, and coordinating with government agencies to ensure patients receive the support they need.

Duties And Responsibilities

• Assist patients with applications for Medical Assistance (MA), hospital charity care, and SSI/SSDI
• Interview patients at the bedside and in the Emergency Room to assess eligibility and gather information
• Identify eligibility and collect required documentation
• Submit and track applications with the local assistance offices
• Provide support for Marketplace insurance when applicable
• Maintain accurate records and meet productivity goals
• Verify and update insurancesli>
• Other duties as assigned
• Use, protect and disclose patients’ protected health information (PHI) only in accordance with Health Insurance Portability and Accountability Act (HIPAA) standards
• Understand and comply with Information Security and HIPAA policies and procedures at all times
• Limit viewing of PHI to the absolute minimum as necessary to perform assigned duties

Qualifications

• High school Diploma or equivalent is required, healthcare-related degree preferred
• 2–3 years of experience in a customer service preferred
• Bilingual in Spanish (spoken and written skills) a plus
• Ability to work at various client sites as needed
• Must possess reliable transportation to ensure consistent on-site attendance and punctuality
• Ability to use the internet and learn databases
• Ability to meet monthly productivity goals
• Proficiency in Microsoft Office Suite
• Strong interpersonal skills, ability to communicate well at all levels of the organization
• Strong problem solving and investigative skills and the ability to exercise sound judgment and make decisions based on accurate and timely analyses
• High level of integrity and dependability with a strong sense of urgency and results oriented
• Excellent written and verbal communication skills required

Working Conditions

• Must possess a smart-phone or electronic device capable of downloading applications, for multifactor authentication and security purposes.
• Physical Demands: While performing the duties of this job, the employee is required to move around the work area; light lifting required; Sit; perform manual tasks; operate tools and other office equipment such as computer, computer peripherals and telephones; extend arms; kneel; talk and hear.
• Mental Demands: The employee must be able to follow directions, collaborate with others, and handle stress.
• Work Environment: The noise level in the work environment is usually minimal.

Med-Metrix will not discriminate against any employee or applicant for employment because of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, veteran status, other non-merit based factors, or any other characteristic protected by federal, state or local law.