Eligibility Specialist II

Here at Savista, we enable our clients to navigate the biggest challenges in healthcare: quality clinical care with positive patient experiences and optimal financial results. We partner with healthcare organizations to problem solve and deliver revenue cycle improvement services that enable their success, support their patients, and nurture their communities, all while living our values of Commitment, Authenticity, Respect and Excellence (CARE).

Job Summary
The Eligibility Specialist II is a critical advocate for patients, helping uninsured and underinsured individuals access financial assistance for medical care. This role involves conducting detailed assessments, guiding patients through application processes for government and charity-funded programs and ensuring compliance with healthcare regulations. Depending on client needs, this role may provide floating support across multiple hospital locations, offering vacancy coverage or assisting as the business requires. Successful candidates are empathetic, detail-oriented, and skilled at navigating complex systems to support patients in receiving the care they need.

Work Schedule and Location:
Work Hours:
Full time, 40 hours per week, hourly position. Flexibility required, with shift available between Monday through Saturday from 8:00am to 7:00pm, to meet business needs.

Primary Locations:
This position is onsite and will be required to service the primary locations of:

• Mission Regional Medical Center – 900 S Bryan Rd, Mission, TX 98572

Additional Locations (Support as needed):

• Knapp Medical Center-1401 E 8th St, Weslaco TX 78596
• Harlingen Medical Center- 5501 S Express Way 77, Harlingen TX, 78550

Key Responsibilities

• Conduct advanced eligibility screening in-person, including bedside visits, to assess financial assistance eligibility and provide compassionate guidance on available programs.
• Perform in-home patient visits as needed to assist with eligibility applications.
• Facilitate the application process for programs such as Medicaid, Medicare, Disability, hospital charity care or unique requirements for non-traditional funding, ensuring timely submission of accurate documentation.
• Act as a liaison between patients, hospital staff, and government agencies to establish eligibility, secure funding and resolve coverage issues.
• Perform advanced follow-up work across, ensuring applications are complete and processed efficiently.
• Identify and assist with technical medical requirements for disability programs, including setting up medical appointments, completing disability applications, submitting appeals, and following through on resolution of applications.
• Manage multiple patient cases independently, prioritizing tasks to meet deadlines and ensure effective follow-up on pending applications.
• Clearly communicate financial obligations, funding options, and program details to patients in an empathetic and professional manner.
• Maintain accurate and confidential records in compliance with HIPAA and organizational policies.
• Consistently achieve productivity and quality metrics, contributing to the organization's financial counseling objectives.
• Efficiently use multiple systems and databases to gather, track, and report on patient data.
• Identify and assist with complex cases, including disability applications, setting up appointments, and submitting appeals, etc. as needed.
• Assist in training and supporting colleagues as needed, ensuring seamless onboarding and service delivery.
• Complete special projects, as assigned.

Required
Qualifications & Competencies:

• High school diploma or GED
• Proficiency in English and Spanish
• At least 2 years of experience in a customer-facing role, preferably in healthcare or financial counseling.
• Flexibility to provide support to multiple hospital locations and in-home patient visits within assigned market area as based on operational needs.
• Strong organizational skills with the ability to handle multiple priorities and maintain accuracy and attention to detail.
• Excellent verbal and written communication skills, with the ability to explain complex information clearly and empathetically.
• Ability to identify solutions to financial challenges, leveraging program knowledge to benefit patients.
• Capability to work in a fast-paced environment with changing priorities and patient needs.
• Demonstrated ability to work independently in locations where potentially only one Eligibility Specialist is assigned.
• Demonstrate genuine care for patients' needs and concerns, building trust and rapport.
• Work effectively with colleagues, hospital staff, and external agencies to achieve shared goals.
• Ensure all documentation is accurate, complete, and submitted on time.
• Reliable transportation, a valid driver's license, and ability to travel within assigned service area.
• Travel: 10-20% (as needed)

Preferred

• Experience in healthcare revenue cycle, financial counseling, or insurance verification.
• Experience with multiple EHR systems: Epic, Cerner, Meditech, etc.
• Familiarity with state and federal assistance programs such as Medicaid, Medicare, and Social Security Disability.
• Knowledge of medical terminology and healthcare accounts receivable processes.

Savista is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $16.00 to $18.00 per hour. However, specific compensation for the role will vary within the above range based on many factors including but not limited to geographic location, candidate experience, applicable certifications, and skills.

SAVISTA is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, age, veteran status, disability, national origin, sex, sexual orientation, religion, gender identity or any other federal, state or local protected class.

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