Financial Screener

The Financial Screener position is a service-oriented position, which demands cheerful, friendly, and polite demeanor at all times. This position serves as an ambassador for CHCL, and must support the philosophy and the mission of our organization. This individual will perform advanced intake and screening procedures requiring application of computerized systems and evaluation of client income; learn income guidelines and apply them in a conscientious and fiscally prudent manner. This position requires meticulous attention to detailed record keeping and tracking of client information. Duties include, but is not limited to:

• Screens, interviews and communicates with all families applying for services and collects/verifies pertinent demographic, financial and other family data. Documents and scans information into EHR accounts.
• Acts as a liaison between DSHS staff and applicants - tracking application progress and conducting regular follow-ups to facilitate timely approvals and completion of applications.
• Assists clients with completion of necessary enrollment procedures and scans into EHR. Explains to patients and obtains their signatures for the Consents to Treat, Rights & Responsibilities, HIPAA, Telehealth, and the Authorization for the Release of Information.
• Pursues applicants for missing or incomplete information necessary to enroll in programs, including phone calls, letters, and face-to-face contact.
• Educates clients on all applicable copays, coinsurance, and related fees associated with their insurance coverage or available funding sources, including SFS eligibility.
• Cross-trains to perform check in procedures after screening and provides coverage support as needed