Financial Screener

Position Summary

The Patient Access Representative (PAR) position is a multi-tiered role responsible for facilitating the patient experience at Ocean Health Initiatives. This role encompasses a range of patient-facing and administrative duties, from initial registration and greeting patients to financial screening, scheduling, and supporting the broader clinical operations. Depending on the tier, responsibilities may include verifying patient information, determining financial eligibility, collecting documentation for billing, assisting with insurance and public assistance programs, and providing general administrative support to clinical teams. PAR is an integral part of ensuring efficient patient flow, high-quality customer service, and adherence to regulatory and organizational standards.

The tiered structure allows for growth and development within the role, with each level progressively increasing in responsibility. Employees will be trained to handle complex financial and administrative tasks, work closely with patients to address their needs, and support clinical operations under the guidance of practice leadership.

Performs all Patient Liaison responsibilities, including patient check-in, appointment scheduling, and insurance verification. Demonstrates an understanding of all workflows and provides support as needed to ensure smooth operations.

• Screen patients for eligibility for the sliding fee scale, insurance programs, government assistance, and NJCEED, completing the necessary intake and consent forms, and submitting NJCEED documentation for eligible patients.
• Collect and verify financial information from patients, including income, household size, and insurance status, to support applications for financial assistance and ensure compliance with governing agency requirements.
• Complete Presumptive Eligibility Applications and follow up with billing and patients to track status until full approval is obtained.
• Conduct Household Assessments (HHA) for all OHI patients, ensuring required fields and necessary OHI/Letter of Agreement (LOA) documents are completed and collected, and follow up with incomplete HHA applicants via phone, email, or text to ensure timely submission.
• Collaborate with billing to ensure accurate processing of claims and patient accounts and assist patients in completing forms and applications for financial assistance programs.
• Provide PAR Patient Liaison support, including assistance with patient check-in, appointment scheduling, and insurance verification as needed, especially during high-volume periods or staff absences.

Education/Experience/Licensure

• High School diploma or equivalent is required.
• Must be employed as a PAR for one year to be eligible for Access Lead.
• One to three years of experience in an applicable healthcare setting is preferred.
• One to two years’ experience using an EMR system is preferred.
• Professional verbal and written communication skills is required.
• Proficiency in Microsoft Office 365 is required.

Benefits:

• Paid Time Off (PTO)
• Holidays (9)
• Health Insurance
• Dental Benefits
• 401(k) match
• Group Term Life Insurance
• Flexible Spending Account

Pre-Employment Requirements:

• Physical
• Criminal Background Checks
• Drug Screening
• Tuberculosis Screening

Ocean Health Initiatives is firmly committed to creating a diverse workplace and is proud to provide equal employment opportunities to all applicants. Therefore, Ocean Health does not discriminate on the basis of creed, color, national origin, sex, gender identity, sexual orientation, age, religion, marital or parental status, alienage, disability, political affiliation or belief, military or military discharge status.

In accordance with New Jersey Executive order (COVID-19 No.283) in conjunction with the Federal CDC guidelines, COVID vaccinations are a requirement for Ocean Health Initiatives as well as many other Healthcare Organizations. Proof of full vaccination and the booster shot is required prior to the beginning date of employment. If you have a medical or religious contraindication, please inform Human Resources when the offer is extended