Financial Screener

Essential Responsibilities

• Review financial and insurance information to determine admission eligibility.
• Verify primary and secondary insurance coverage, including Medicare, Medicaid, Managed Care, and commercial insurance.
• Complete financial clearance documentation accurately and efficiently.
• Obtain insurance authorizations and eligibility information when required.
• Educate residents and families regarding insurance benefits, co-pays, deductibles, NAMI responsibilities, and payment expectations.
• Assist residents and families with Medicaid applications and financial documentation.
• Maintain accurate financial information within the electronic medical record and other required systems.
• Coordinate with Admissions, Business Office, Managed Care, and interdisciplinary departments to ensure timely financial clearance.
• Review daily census reports and assist with occupancy reporting.
• Complete Managed Care documentation and required financial reports.
• Scan and maintain financial documents in the electronic medical record.
• Communicate significant financial or insurance concerns to leadership promptly.
• Assist with Medicare and Managed Care benefit verification as needed.
• Participate in departmental meetings, committees, and quality improvement initiatives.
• Provide exceptional customer service to residents, families, referral sources, and internal departments.
• Perform additional duties as assigned.

• Maintain compliance with:
• HIPAA Privacy and Security Rules
• Facility policies and procedures
• Protect confidential resident financial information

Skills & Qualifications

• Excellent customer service and communication skills.
• Strong organizational and multitasking abilities.
• Ability to prioritize work in a fast-paced environment.
• Computer proficiency, including Microsoft Office and electronic medical record systems.
• Strong analytical and problem-solving skills.
• Ability to maintain confidentiality and professionalism.
• Spanish-speaking candidates are encouraged to apply.

Education & Experience

Required Qualifications

• High School Diploma or equivalent required.
• Bachelor’s degree preferred.
• Previous experience in healthcare, admissions, financial counseling, insurance verification, Medicaid, or patient financial services preferred.
• Knowledge of Medicare, Medicaid, Managed Care, and commercial insurance plans preferred.
• Nursing home or long-term care experience is highly preferred.