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Financial Clearance Specialist Associate (work from home Pennsylvania resident)

Geisinger
Work from home (Pennsylvania), United States, United StatesRemotefull_timeVerifiedPosted 7 Jul 2025

About the role

Location:

Work from home (Pennsylvania)

Shift:

Days (United States of America)

Scheduled Weekly Hours:

40

Worker Type:

Regular

Exemption Status:

No

Job Summary:

Provides seamless pre-registration for scheduled ambulatory appointments and hospital scheduled admissions. Completes insurance verification. Documents any out-of-pocket expenses and acquire any necessary referrals. Reviews insurance benefits with patient and attempts to collect copays, deductible and coinsurance along with outstanding balance and pre-service payments to contribute to department point of service collections.

Job Duties:

  • The expectation is that a complete and accurate pre-registration is done while maintaining HIPAA guidelines when contacting the patient via phone to verify the demographics and insurance information.
  • The Financial Clearance Specialist will discuss any out-of-pocket expense along with any outstanding balance or pre-service payment with an attempt to collect on these services.
  • If the patient is requesting payment options, the call can be transferred to department Financial Counselors.
  • Performs insurance verification for various payers by utilizing passport and manual processes to ensure patients electronic medical record contains the accurate insurance information.
  • For those insurances that cannot be processed through automated systems a phone call is placed to the insurance carrier to obtain eligibility and out-of-pocket expenses.
  • Reviews and selects the appropriate insurance and visit indicator to ensure the correct insurance is billed for cadence appointments.
  • For Hospital scheduled admission appointments the correct coverage would need to be prioritized and then listed on the HAR to ensure correct insurances are being billed.
  • Reviews and or requests referrals as needed for future appointments by sending telephone encounters to Geisinger Primary Care Provider’s(PCP) and contacting outside PCP offices by fax to request referrals.
  • Completes Medicare Secondary Payer Questionnaire for all patients meeting the criteria.
  • Enters Financial Comments and Financial Clearance indicator in the appointment info tab in software system utilizing the financial abbreviations to advise staff what has been completed with the account.
  • Information would consist of demographics status, insurance verification, referrals and any necessary forms that need to be signed by the patient.
  • Codes utilized for documenting this process have been established by the department.
  • For Hospital Scheduled Admissions documentation is completed in authorization and certification tab.
  • Advises supervisor of unusual circumstances, situations or issues to get them resolved.
  • Reviews and explains all necessary forms that require signatures from patients upon arrival such as Assignment of Benefits (AOB), Universal Auth (UA), Privacy Acknowledgment (PACK), Notice of Financial Responsibility (NOFR).
  • Responsible for meeting the goals set for productivity, quality and Point of Service (POS) Collections.
  • Functions as a team member to organize and prioritize individual assigned work queues.
  • Aids coworkers for all work queues to be completed to department timeframes.
  • Makes suggestions for improvements to procedures or innovations to heighten patient experience.


Work is typically performed in an office environment. Accountable for satisfying all job specific obligations and complying with all organization policies and procedures. The specific statements in this profile are not intended to be all-inclusive. They represent typical elements considered necessary to successfully perform the job.

Position Details:

Internet requirements:

Employee required to have/supply: Cable modem, (high speed, only - No DSL or Wireless Cellular Service or Satellite Service) The minimum requirement is:

  • •25 MBPS UP
  • •75 MBPS DOWN
  • •<150 ms Ping Required
  • •<30ms Jitter Required

Computer must be connected to the internet via Ethernet cable; wifi is not permitted unless a Virtual Private Network (VPN) is used for the wifi connection

Education:

High School Diploma or Equivalent (GED)- (Required)

Experience:

Minimum of 1 year-Related work experience (Preferred)

Certification(s) and License(s):

Skills:

Communication, Computer Literacy, Teamwork, Time Management

OUR PURPOSE & VALUES: Everything we do is about caring for our patients, our members, our students, our Geisinger family and our communities.

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Company

Geisinger

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