Financial Clearance Specialist (Remote)

Job Title: Remote Financial Clearance Specialist
Schedule: Monday - Friday, 9am-5:30pm CST
Location: Remote (U.S. based)
Employment Type: Full-Time, Contract

Overview:

Join a collaborative and mission-driven team as a Financial Clearance Specialist. In this role, you'll ensure that patients are financially cleared prior to their scheduled services by verifying insurance, securing authorizations, and collecting on estimates.

This is a remote opportunity for professionals with strong insurance verification, authorization, and EPIC experience who are passionate about patient-centered financial care.

Team & Environment:

You'll be part of a dynamic Financial Clearance department composed of two teams:

• Pre-Registration Team: 9 members focused on validating patient demographics and collecting estimates.
  
  
• Authorization Team: 22 members focused on verifying insurance and securing authorizations.
  
  

Both teams work closely together to ensure patients are financially secure prior to the date of service. The environment is collaborative, fast-paced, and detail-oriented.

Key Responsibilities:

Authorization Responsibilities:

• Verify eligibility through insurance web portals or EPIC verification tools.
  
  
• Review physician orders and confirm CPT codes.
  
  
• Determine if authorization is required and confirm if one exists.
  
  
• Coordinate with provider offices to request or follow up on missing authorizations.
  
  
• Handle a mix of government and commercial claims.
  
  
• Maintain a daily productivity goal of 40 authorizations with 90-95% accuracy.
  
  

Pre-Registration Responsibilities:

• Confirm and update patient demographics over the phone.
  
  
• Create financial estimates in EPIC and attempt to collect prior to service.
  
  
• Handle 50+ accounts or calls per day.
  
  
• Meet quality targets of 90-95%.
  
  
• Aim to collect 30% of the amount estimated.
  
  

Requirements:

Must-Haves:

• Minimum of 2 years' experience in insurance verification and authorization.
  
  
• Experience working with EPIC.
  
  
• Strong understanding of commercial insurance and deductibles.
  
  
• Familiarity with both commercial and government claims (govt is a plus).
  
  
• High school diploma
  
  

Preferred Skills:

• Experience with patient collections.
  
  
• Customer service experience, especially over the phone.
  
  
• Experience with Microsoft Office and phone systems (e.g., CX1).
  
  
• Background in prior auth or registration roles within large health systems.
  
  

Soft Skills & Attributes:

• Tech savvy and efficient multitasker.
  
  
• Friendly, empathetic, and patient-focused.
  
  
• Comfortable with outbound/inbound phone work.
  
  
• Detail-oriented with a strong sense of accountability.
  
  
• Able to stay productive and organized while working remotely.
  
  

Additional Information:

• Dress Code: No dress code (remote).
  
  
  
• Compliance Requirements
  
  
• Background Check
• Drug Screen
• Flu Vaccine
• Employment Verification
• OFAC Search
• Education Verification

Ready to join a high-performing team making a real impact in patient care and financial advocacy?

Apply now to be considered for this remote opportunity!

Benefits:

• Paid Sick Leave (Medix provides paid sick leave according to state and local sick leave ordinances)

• Health Benefits / Dental / Vision (Medix Offers 6 different health plans: 3 Major Medical Plans, 2 Fixed Indemnity Plans (Standard and Preferred), and 1 Minimum Essential Coverage (MEC) Plan. Eligibility for health benefits is based on verifying that an average of 30 hours per week during the first 4 weeks of the work assignment has been met. If you meet eligibility requirements and take action to enroll, you will be covered no earlier than 60 days into your assignment, depending on plan selection(s).)

• 401k (eligible on the first 401k open enrollment date following 6 consecutive months on assignment. 401k Open Enrollment dates are 1/1, 4/1, 7/1, and 10/1)

• Short Term Disability Insurance

• Term Life Insurance Plan

We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance (FCIHO), Los Angeles Fair Chance Ordinance for Employers (ULAC), The San Francisco Fair Chance Ordinance (FCO) , and the California Fair Chance Act (CFCA).

This position is subject to a background check based on its job duties, which may include patient care, working with vulnerable populations, access to financial and confidential information, driving, working with heavy machinery, or working in a warehouse or laboratory environment. Due to these job duties, this position has a significant impact on the business operations and reputation, as well as the safety and well-being of individuals who may be cared for as part of the job position or who may interact with staff or clients.

For California Applicants:

We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance (FCIHO), Los Angeles Fair Chance Ordinance for Employers (ULAC), The San Francisco Fair Chance Ordinance (FCO) , and the California Fair Chance Act (CFCA).

This position is subject to a background check based on its job duties, which may include patient care, working with vulnerable populations, access to financial and confidential information, driving, working with heavy machinery, or working in a warehouse or laboratory environment. Due to these job duties, this position has a significant impact on the business operations and reputation, as well as the safety and well-being of individuals who may be cared for as part of the job position or who may interact with staff or clients.