Patient Financial Screener

A Healthcare Company in Long Beach is in the need of a Patient Financial Screener. The Patient Financial Screener is ideal for someone who can guide incoming clients through financial intake, review coverage details, and help determine payment responsibility with accuracy and care. The Patient Financial Screener requires strong follow-through, sound judgment with confidential information, and a service-focused approach when working with clients and internal teams. Bilingual Spanish is a MUST

Key Responsibilities:

• Conduct financial screenings for incoming clients to determine eligibility and financial liability.

• Verify Medi-Cal coverage and other insurance eligibility to ensure proper documentation and accurate billing.

• Maintain and update client financial records in electronic health record systems.

• Organize and track annual re-evaluations of client financial information.

• Follow up with clinical staff to ensure completion of required documentation for financial folders.

• Collect and manage client documents, such as Medi-Cal cards, social security cards, and identification cards.

• Create and oversee electronic insurance folders, including adjustments, claims, and explanation of benefits (EOBs).

• Audit financial folders upon client discharge to ensure compliance and accuracy.

Benefits: Health, Dental, Vision, 401k, and Sick Time Off.

Qualifications:

Qualifications:

• At least 2 years of experience in financial screening, patient financial services, or a closely related healthcare support role.

• Hands-on experience verifying Medi-Cal, Medicaid, or other insurance eligibility for patients or clients.

• Ability to communicate clearly and professionally in English, both verbally and in writing.

• Strong organizational, time management, and problem-solving skills with close attention to detail.

• Demonstrated ability to deliver excellent customer service and build effective working relationships across teams.

• Proficiency with Microsoft Office, Outlook, and electronic systems used for data entry and documentation.

• Ability to handle confidential client and financial information with a high level of discretion.

• Prior experience in behavioral health, mental health, or social care services settings is preferred.

Compensation

About Us

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