Patient Financial Clearance Representative

Overview
Make a Difference. Grow in Your Career. Thrive with Us.
About the Role
At Mindpath Health, we’re on a mission to make mental health care more accessible and more human. As a national leader in mental health services, we empower our clinicians, support our teams, and prioritize care that helps people truly thrive.
The Patient Financial Clearance Representative is responsible for investigating and understanding mental health benefits and contacting patients to clearly communicate cost estimate information and counsel patients on their financial options.
Generating cost estimates will include pre-service investigation of mental health benefits and financial clearance activities, such as verifying eligibility, insurance benefits, carrier information and authorization requirements via phone call, online portals or fax, determining patient liability information such as co-payments, co-insurance, deductibles and out of pocket amounts, understanding appropriate mental health authorization/referral requirements for scheduled appointments, updating demographics data and/or informing patients of their financial responsibility before their appointments. He/she must demonstrate a positive demeanor, good verbal and written communications skills and professionalism in approach.
The Patient Financial Clearance Representative must consistently demonstrate the use of critical thinking skills, skilled communication and troubleshooting techniques as well as have excellent customer service skills. This position will have the ability to anticipate and respond to a wide variety of issues/concerns and ability to execute tasks efficiently and effectively. This position requires the ability to independently plan and organize numerous tasks as the position directly impacts patients care and reimbursement.
This is a fully remote (based in TX, NC, SC, or FL), full-time role (40 hours/week, Monday–Friday).
Responsibilities
What You’ll Do

Verify In Network and Out of Network (if applicable) mental health eligibility, benefits and authorization requirements for patient using phone system, payer portal or fax.

Patient contact is required if information is needed to complete the verification process

Understand patient Copays, Coinsurances, Deductibles, Out of Pocket limitations, authorization requirements and Out of Network benefits

If a patient does not have Mental Health benefits or In Network benefits, patient contact is required to notify and counsel the patient on their financial options.

Coordinate with Front Office team, Billing team, Intake team, and patients to resolve insurance issues or questions and correct FCR errors within the practice management system

Verify eligibility, benefits and authorization requirements for existing patients when their insurance plan changes, including INN benefits, OON benefits and provider network status

Contact patients to address any insurance and/or demographic issues

Ability to problem-solve and prioritize work in a fast-paced changing environment

Other tasks as assigned by leadership

Support co-workers and engage in positive interactions

Communicate professionally and timely with other teams and patients

Demonstrate a professional and positive experience in all interactions with patients as well as other teams

Provide helpful assistance in anticipating and responding to the needs of our patients

Ability to stay calm under pressure and deal effectively with difficult situations.

Qualifications
What You’ll Bring

Call Center experience strongly preferred

2+ years of experience in customer service-related field, insurance verification or general health care experience with a strong understanding of insurance benefits

Interpersonal skills and ability to communicate effectively and diplomatically with patients and staff; give and receive information and answer insurance benefit questions

Ability to accept and carry out oral instructions accurately and work independently as well as part of a team within an evolving environment

Ability to prioritize work, handle multiple tasks to completion and make decisions on which course to follow for a particular situation

Skill in reading and understanding documents such as training manuals written in English

Skill in speaking clearly and distinctly using appropriate vocabulary and grammar telephone manners to handle phone work with courtesy and tact

Ability to work independently and follow through on assignments with minimal direction and supervision

Skill in employing independent decision-making techniques while performing various job duties

Skill in prioritizing assignments to complete work in a timely accurate manner

Display an aptitude and willingness to learn new responsibilities and adapt to frequently changing procedures

Basic proficiency with Microsoft Office (Outlook, Excel and Word)

CompensationThe pay range for this position is $18-$20 per hour.
Why Join Mindpath Health?
When you join our team, you’re not just accepting a job, you’re stepping into a community built on support, inclusion, and growth.
Benefits & Perks

Medical, Dental, and Vision coverage

Employee Assistance Program (EAP)

Life & Long-Term Disability Insurance

401(k) with employer match

Paid time off starting at 15 days per year

Paid parental leave

Tuition reimbursement

About Us
Mindpath Health is redefining how mental health care is delivered. Today, we operate across six states, providing a full range of psychiatric and therapy services via in-person and telehealth appointments. Our team is deeply committed to supporting total health through compassionate, collaborative care.
If you're looking for a purpose-driven organization where your work truly matters, we’d love to meet you.
Mindpath Health is proud to be an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees.
Originally posted on Himalayas