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Patient Financial Data Coordinator

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Long Beach

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Category:
-

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

The Patient Financial Data Coordinator supports the Patient Financial Services team by assisting with Medi‑Cal eligibility verification, insurance documentation, data tracking, and EHR data entry. This is an entry‑level healthcare administrative role ideal for candidates with strong attention to detail, Excel skills, and an interest in healthcare operations. The role works closely with clinical and billing teams to ensure accurate financial documentation and compliance with regulatory requirements.

Job Responsibility:

  • Verify Medi‑Cal eligibility and support determination of patient financial responsibility
  • Maintain enrollment, re‑certification, and tracking logs using Excel and internal systems
  • Create, update, and manage Electronic Payor Financial Information (E‑PFI) records within the EHR
  • Collect, organize, and follow up on required patient financial and insurance documentation
  • Maintain electronic insurance and EOB files for private insurance clients
  • Perform daily data entry, record maintenance, and routine audits for accuracy and compliance
  • Support discharge reviews and UNDAP determinations as assigned
  • Cross‑train within the department and assist with process improvements as needed

Requirements:

  • 1+ year of experience in healthcare administration, patient access, insurance verification, or a related role preferred
  • Familiarity with Medi‑Cal eligibility or insurance verification is strongly preferred, but training will be provided
  • Strong data entry, organization, and tracking skills
  • Intermediate Excel skills (e.g., spreadsheets, tracking logs
  • VLOOKUPs and pivot tables are a plus)
  • Proficiency with Microsoft Office Suite and Outlook
  • Ability to handle confidential patient information with discretion and professionalism
  • Strong communication, time management, and problem‑solving skills
  • Customer‑service oriented with the ability to work collaboratively across teams
  • Previous experience in behavioral health, DMH programs, or managed care is a plus but not required

Nice to have:

Previous experience in behavioral health, DMH programs, or managed care

What we offer:
  • Medical, Dental and Vision Insurance
  • 401K Retirement
  • Sick Time Off
  • Tuition Reimbursement

Additional Information:

Job Posted:
March 22, 2026

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