Eligibility and Financial Screening Associate

About the role

Under general supervision, this role supports individuals applying for local, state, and federally funded healthcare programs and grant programs by providing outreach, application assistance, and resolving routine inquiries or concerns.

Responsibilities

• Interview and screen applicants in person or by phone to collect demographic, household, and financial information required to determine eligibility for healthcare programs such as MAP, MAP BASIC, Medicaid, CHIP, and grant-funded services (e.g., Ryan White & ADAP).
• Afford clients with completing and submitting applications and required documentation, including renewals and follow-up submissions, ensuring accuracy and compliance with program guidelines.
• Collect, review, and upload client eligibility documents (e.g., proof of income, residency, HIV status, and insurance status) into designated eligibility portals, including VeritySource, Take Charge Texas, Provide Enterprise, and other systems as required.
• Process standard application, including Point of Service and Attestations.
• Maintain organized and accurate client records and data in approved databases and software systems, ensuring strict confidentiality and data integrity.
• Provide general assistance to clients visiting eligibility offices, including helping schedule appointments, addressing questions, resolving simple issues or complaints, and making appropriate service referrals.
• Troubleshoot and follow up with external agencies such as the Texas Health and Human Services Commission and CHIP Provider Line on behalf of applicants to support application completion and status resolution.
• Attend required training and updates related to eligibility programs, documentation standards, and policy changes to maintain up-to-date knowledge of program requirements.
• Support the creation and update of client profiles by completing intake registrations in funder databases as patients enter or re-enter HIV care.
• Support audit and quality assurance processes by participating in periodic reviews of client files and eligibility determinations.
• Attend community events and represent the organization as needed, including evenings and weekends.

Requirements

• Proficient in data entry, research, information retrieval, and use of EMR, Microsoft Office Suite, Excel, and Adobe Pro.
• Strong ability to deliver professional, client-centered customer service with empathy, clarity, and efficiency.
• Bilingual (English/Spanish) highly preferred.
• Exceptional attention to detail with the ability to accurately review, enter, and manage information across various systems and processes.
• Knowledge of financial eligibility processes, regulatory standards, and specialty grants (Ryan White, Title V, PHC, Family Planning).
• Ability to work effectively with diverse populations and adjust actions based on client needs.
• Knowledge of federal, state, and local healthcare programs, such as MAP, Medicaid, CHIP, ADAP and the Health Insurance Marketplace.

Qualifications

• High School Diploma or equivalent (higher degree accepted).
• Minimum 2 years Experience in document management or service coordination, preferably in a health or social service setting.