Patient Financial Advocate II

Savista; La Palma (CA); On-site; USD 33,000 - 36,000; Full time

Benefits offered by this job

Medical, dental, vision, and insurance

401(k) with company match

PTO and holidays

LinkedIn Learning access

SOAR development program

Colleague Assistance Program

Employee discounts

Job summary

Savista is seeking an Eligibility Specialist II in California to support patients navigating Medicaid, Medicare, disability, and charity programs. You will meet patients, guide them through complex applications, and coordinate with hospitals and agencies to secure coverage while maintaining HIPAA-compliant records.

Responsibilities include in-home visits, phone outreach, and multi-site coverage across assigned regions, with a focus on accuracy, empathy, and timely submission of documentation.

Qualifications

• High school diploma or GED required.
• Proficiency in English and Spanish.
• 2+ years of experience in a customer-facing role.
• Working knowledge of state and federal assistance programs such as Medicaid, Medicare, and Social Security Disability.
• Strong organizational skills with ability to handle higher complexity cases, multiple priorities, and maintain accuracy.

Responsibilities

• Serve as a patient advocate, conducting advanced screenings to assess eligibility for financial assistance programs.
• Perform in-home patient visits to support the completion of applications.
• Engage patients via phone outreach to facilitate cooperation and document completion.
• Guide patients through complex application processes for Medicaid, Medicare, Disability, hospital charity care, and non-traditional funding.
• Independently manage application follow-up work across multiple programs.
• Manage a high case load, prioritize tasks, and meet deadlines while maintaining productivity and quality (KPIs).
• Support disability applications and appeals, coordinating medical appointments and submissions.
• Collaborate across teams to secure coverage and resolve eligibility issues.

Skills

Bilingual English/Spanish

Customer service

Attention to detail

Education

High school diploma or GED

Job description

Savista is seeking an Eligibility Specialist II in California to support patients navigating Medicaid, Medicare, disability, and charity programs. You will meet patients, guide them through complex applications, and coordinate with hospitals and agencies to secure coverage while maintaining HIPAA-compliant records.

Responsibilities include in-home visits, phone outreach, and multi-site coverage across assigned regions, with a focus on accuracy, empathy, and timely submission of documentation.