Financial Assistance Spec

Financial Assistance Specialist

The Financial Assistance Specialist is responsible for processing and reviewing financial assistance applications to determine eligibility in accordance with established policies and procedures. This position is primarily focused on data entry, document review, and verification of financial information. Limited patient interaction occurs when clarification is required regarding application details or proof of income documentation. This role serves as a resource for financial assistance processing and supports departmental workflows and special projects as assigned.

Essential Functions Of The Role:

• Reviews and processes financial assistance applications to ensure completeness, accuracy, and compliance with policy requirements.
• Accurately enters patient demographic, financial, and application data into designated systems.
• Uploads, indexes, and maintains financial assistance applications and supporting documentation in electronic document management systems.
• Reviews proof of income and other required financial documentation to determine eligibility for financial assistance programs.
• Identifies missing, incomplete, or inconsistent information and initiates appropriate follow-up actions.
• Contacts patients by phone, mail, or electronic communication when clarification or additional documentation is required related to financial assistance applications.
• Documents all application activity, outcomes, and patient communications accurately in the Epic.
• Follows and applies established financial assistance policies and procedures.
• Maintains compliance with federal, state, and organizational regulations, including HIPAA.
• Meets established productivity, quality, and turnaround time standards.
• Participates in audits, quality reviews, and special projects as assigned.
• Performs other duties as assigned.

Key Success Factors:

• Demonstrated ability to perform high-volume, detail-oriented data entry with accuracy.
• Possess above average basic math skills.
• Strong organizational skills with the ability to manage multiple tasks and priorities effectively.
• Ability to interpret and consistently apply written policies and guidelines.
• Professional communication skills with the ability to clearly explain documentation requirements to patients when needed.
• Ability to work independently in a production-oriented environment.
• Excellent data entry, numeric, typing, and computer navigation skills.
• Basic computer skills, including Microsoft Office applications.

Qualifications:

• Education H.S. Diploma/GED Equivalent
• Experience 1 Year of Experience Preferred o Data entry, clerical, administrative, or healthcare support experience preferred.