Patient Financial Access Advocate

Zepf; Toledo (OH); On-site; USD 38,000 - 46,000; Full time

Job summary

Zepf Center in Toledo, OH is seeking a full-time Financial Interview Specialist to be the first contact for new patients and to collect accurate demographics and financial information for billing.

You will verify insurance, assist with Medicaid applications, and support the billing team with documentation, enrollment forms, and follow-up to ensure timely access to services.

Strong attention to detail, communication skills, and proficiency with EHR systems and Microsoft Office are required.

Qualifications

• Requires a High School diploma and a minimum of two years' experience in a physician's office, clinic, hospital business office or related area dealing with the public.
• Experience with electronic health record software and knowledge of insurance, Medicaid and Medicare billing rules preferred.
• Experience with Microsoft Office, especially Excel, Word and Outlook.

Responsibilities

• Meets with patients to gather confidential demographics and financial data for funding sources and billing responsibility.
• Ensures completion of required entrance forms and collects insurance information.
• Obtains signatures on enrollment and billing documents.
• Assists patients with Medicaid online applications and subsidy paperwork.
• Reviews potential out-of-pocket costs with patients for non-covered services.
• Registers/updates patient data in billing software and prepares/scans documents.
• Directs patients to intake/assessment providers based on funding sources.
• Communicates with patients, external sources, and staff to support financial admissions.
• Keeps updated on billing for Medicaid, Medicare and commercial insurances.
• Supports Billing department and participates in agency projects as needed.

Skills

Patient data collection

Attention to detail

Customer service

Communication skills

Education

High School diploma

Tools

Electronic Health Record (EHR) software

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Zepf Center in Toledo, OH is seeking a full-time Financial Interview Specialist to be the first contact for new patients and to collect accurate demographics and financial information for billing.

You will verify insurance, assist with Medicaid applications, and support the billing team with documentation, enrollment forms, and follow-up to ensure timely access to services.

Strong attention to detail, communication skills, and proficiency with EHR systems and Microsoft Office are required.