Trauma-Informed Financial Eligibility Specialist

Collin County Mental Health Retardation Center; McKinney (TX); On-site; USD 38,000 - 52,000; Full time

Job summary

LifePath Systems is seeking a Financial Eligibility Specialist in McKinney, TX. The role supports individuals and families through financial reviews within a trauma-informed, person-centered care model.

You will assess financial status, complete assessments, run reports, and ensure timely submission, while delivering excellent customer service. The position emphasizes data entry, coordination with providers, and adherence to Medicaid guidelines under TAC requirements, reporting to the Manager of

Qualifications

• High school diploma or GED required.
• Experience in medical/office setting preferred.
• Experience with medical billing or insurance verification is highly preferred.

Responsibilities

• Complete initial and annual financials with individuals and document accordingly.
• Communicate with contracted providers to ensure financial documentation is complete.
• Track financials with the treatment team and flag expiring documents.
• Enter data accurately into systems and provide excellent customer service.

Skills

Customer service

Verbal communication

Written communication

Organization

Time management

Team collaboration

Professional appearance

Education

High school diploma or GED

Some college or technical education

2 years office/medical office experience

Medical billing/insurance verification experience

Job description

LifePath Systems is seeking a Financial Eligibility Specialist in McKinney, TX. The role supports individuals and families through financial reviews within a trauma-informed, person-centered care model.

You will assess financial status, complete assessments, run reports, and ensure timely submission, while delivering excellent customer service. The position emphasizes data entry, coordination with providers, and adherence to Medicaid guidelines under TAC requirements, reporting to the Manager of