Patient Financial Clearance Specialist

Nelson Connects; Menlo Park (CA); On-site; USD 55,000 - 58,000; Full time

Job summary

Nelson Connects is seeking a Financial Clearance Coordinator in Menlo Park, CA to manage patient registration, verify insurance, perform financial clearance, and prepare cost estimates to support timely medical services and accurate billing.

You will educate patients on coverage and obligations, collect payments, and coordinate financial assistance referrals while documenting activities in the EMR and supporting calling patients and staff with inquiries.

Qualifications

• Two years of progressively responsible, related work experience.
• Knowledge of medical terminology and healthcare registration and billing.
• Familiarity with Medicare, Medi-Cal, Workers’ Compensation, and managed care plans.
• Experience with CCS and GHPP programs.

Responsibilities

• Manage patient registration, update insurance information, and verify real-time payer eligibility and benefits.
• Determine insurance liability across government and commercial plans.
• Generate automated cost estimates and explain coverage and patient responsibilities.
• Collect and record payments, follow cash-handling protocols, and arrange payments when needed.
• Serve as primary contact for registration, insurance, and billing questions; escalate as needed.
• Document financial clearance activities and patient communications in the EMR.
• Connect patients with financial counselors and assist with financial assistance applications.
• Manage inbox messages, emails, and registration inquiries with accuracy and productivity.
• Cross-train on financial clearance and potential service-line rescheduling workflows.

Skills

Insurance verification

Cost estimates

Financial clearance

Patient communication

Job description

Nelson Connects is seeking a Financial Clearance Coordinator in Menlo Park, CA to manage patient registration, verify insurance, perform financial clearance, and prepare cost estimates to support timely medical services and accurate billing.

You will educate patients on coverage and obligations, collect payments, and coordinate financial assistance referrals while documenting activities in the EMR and supporting calling patients and staff with inquiries.