Financial Planning and Analysis

• Obtain and/or verify demographic, clinical, financial and insurance information for pre-registering patients.
• Responsible for insurance eligibility / benefit verification, pre-certification / authorization, referral clearance and financial education.
• Ensure patient safety by authenticating patient identity throughout all essential functions.
• Meet/exceed established customer service, productivity and quality standards.
• Maintain a working knowledge of applicable laws and regulations.
• Perform activities related to pre-registration and financial clearance for multiple patient types.
• Validate and enter demographic, clinical, financial, and insurance information into the system.
• Informs patient/guarantor of their liabilities and collects appropriate patient liabilities.
• Validates medical necessity of Medicare and Non-Medicare cases.

Financial Clearance Specialist

Manager, O2C Financial Systems, Zuora

Senior Manager, Strategic Planning, Network Strategy & Provider Experience

Financial Representative

Financial Group

Financial Associate – Registered Representative