Medical Eligibility Specialist

• 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

• Minimum of one year of experience in financial screening or related roles, such as Medi-Cal eligibility verification
• Familiarity with insurance eligibility processes and Medicaid programs
• Strong organizational, time management, and problem-solving skills
• Intermediate to advanced proficiency in Microsoft Office Suite and other relevant software
• Ability to maintain confidentiality and handle sensitive information with discretion
• Excellent verbal and written communication skills in English
• Previous experience with Department of Mental Health financial screening processes is preferred
• Commitment to delivering high-quality customer service and building positive relationships

Previous experience with Department of Mental Health financial screening processes is preferred

• medical, vision, dental, and life and disability insurance
• eligible to enroll in our company 401(k) plan