Patient Financial Clearance Specialist

Mercor; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Mercor is partnering with a leading AI research lab to enhance financial clearance workflows and patient financial assistance. We seek experienced leaders in patient financial counselling and self-pay revenue cycle management to guide evaluation of AI tools for accuracy and safety.

You will oversee charity care screening, Medicaid eligibility, and enrollment in financial assistance programs, while aligning SOPs, KPIs, and compliance with 501(r) regulations and EMTALA.

Qualifications

• 5+ years in patient financial counselling, financial clearance, or self-pay revenue cycle management, with at least 2 years in a leadership role.
• Deep knowledge of charity care programs, financial assistance eligibility, Medicaid screening, and self-pay collections.
• Familiarity with 501(r) regulatory requirements and hospital financial assistance policy compliance.
• Experience with point-of-service collections, payment plan administration, and patient financial advocacy.

Responsibilities

• Lead patient financial counselling and financial clearance operations including charity care screening, financial assistance applications, and self-pay resolution.
• Evaluate AI-generated financial counselling recommendations, eligibility screening outputs, and patient communication drafts for accuracy and appropriateness.
• Screen patients for Medicaid eligibility, charity care qualification, and financial assistance program enrollment.
• Counsel patients on financial obligations, payment plan options, and available assistance programs.
• Coordinate with social work, case management, and billing teams to address complex patient financial situations.
• Develop and maintain SOPs for financial clearance workflows, including pre-service financial screening and point-of-service collections.
• Monitor KPIs including charity care conversion rates, financial assistance enrollment, and point-of-service collection performance.
• Ensure compliance with regulatory requirements for financial assistance programs (501(r) regulations, EMTALA).
• Annotate AI outputs and provide structured feedback to support AI training datasets.

Skills

Leadership

Revenue cycle management

EHR (Epic/Cerner)

Communication

AI tools evaluation

Education

Bachelor's in Healthcare Administration

Tools

Epic EHR

Cerner EHR

Financial software

Job description

Mercor is working with a leading AI research lab to improve the capabilities of next-generation AI systems. We are seeking experienced Patient Financial Counselling and Financial Clearance leaders to support the evaluation of AI tools designed to enhance financial clearance operations and patient financial assistance workflows. Your expertise in charity care, self-pay collections, financial screening, and patient financial advocacy will help shape AI systems that improve patient access while optimising revenue capture.

Responsibilities

• Lead patient financial counselling and financial clearance operations including charity care screening, financial assistance applications, and self-pay resolution.
• Evaluate AI-generated financial counselling recommendations, eligibility screening outputs, and patient communication drafts for accuracy and appropriateness.
• Screen patients for Medicaid eligibility, charity care qualification, and financial assistance program enrollment.
• Counsel patients on financial obligations, payment plan options, and available assistance programs.
• Coordinate with social work, case management, and billing teams to address complex patient financial situations.
• Develop and maintain SOPs for financial clearance workflows, including pre-service financial screening and point-of-service collections.
• Monitor KPIs including charity care conversion rates, financial assistance enrollment, and point-of-service collection performance.
• Ensure compliance with regulatory requirements for financial assistance programs (501(r) regulations, EMTALA).
• Annotate AI outputs and provide structured feedback to support AI training datasets.

Requirements

• 5+ years of experience in patient financial counselling, financial clearance, or self-pay revenue cycle management, with at least 2 years in a leadership role.
• Deep knowledge of charity care programs, financial assistance eligibility, Medicaid screening, and self-pay collections.
• Familiarity with 501(r) regulatory requirements and hospital financial assistance policy compliance.
• Experience with point-of-service collections, payment plan administration, and patient financial advocacy.
• Proficiency with EHR platforms (Epic, Cerner) and financial assistance management tools.
• Exceptional written and verbal English communication skills.
• High attention to detail with the ability to evaluate financial documentation and AI-generated outputs.

Preferred Qualifications

• Certified Revenue Cycle Representative (CRCR) or similar revenue cycle certification.
• Experience with presumptive eligibility screening tools and Medicaid enrolment facilitation.
• Background in hospital, health system, or federally qualified health centre (FQHC) settings.
• Familiarity with AI tools and comfort evaluating AI-generated patient financial content.
• Experience developing patient financial education materials and staff training programs.

Why Join?

• Contribute to the development of frontier AI systems in healthcare.
• Collaborate with a world-class AI research organisation.
• Gain exposure to cutting-edge AI workflows in healthcare revenue cycle management.
• Opportunity to work on high-impact projects shaping the future of healthcare AI.