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Financial Services Associate II

Company: Dignity Health
Location: San Luis Obispo
Posted on: June 6, 2021

Job Description:

Dignity Health’s Pacific Central Coast Health Centers (PHC) is a non-profit Community clinic organization comprised of more than 40 health centers located primarily from Ventura to Templeton, spanning the coast. Our experienced physicians and advanced practice providers offer a wide range of primary and specialty care services. PHC is a part of Dignity Health Central Coast’s award-winning network of outstanding hospitals, imaging centers, laboratories, and post-acute services.

Position Summary:

In keeping with the PHC philosophy, the Financial Services Associate II serves as the liaison for patients and provides education to patients regarding insurance coverage and guidelines. The Financial Services Associate II will evaluate insurance options and clinical services to meet the needs of the patients. The Financial Services Associate II is responsible for the tracking of insurance requirements, ensuring accurate documentation of completed requirements in the patient record, pre-authorizations, complete the check out process with patients including cash collections, deposits and cash reconciliation. The role will promote quality, cost-effective outcomes, managing financial and clinical care needs through the continuum of care utilizing effective verbal and written communication skills. The Financial Services Associate II is responsible for facilitating a positive patient experience through coordination and advocacy in terms of obtaining financial clearance, required pre-certifications, authorizations and/or referrals, identifying eligibility for payment assistance programs and other interactions with the patient. The Financial Services Associate II will be responsible for pre-authorizations. PHC is committed to excellent patient care and service. We strive to develop cohesive teams where all levels of employees can work together. That being said, we have developed the job descriptions to define the primary tasks and responsibilities. However, it does not preclude all staff to support the functions of the entire clinic. Some PSA and FSAs may be asked to do work that is outside their daily assignments, especially when working in smaller locations or when trying to address staff vacancies. This team approach will support our goal of keeping the Patient as our focus.


  • 1 year experience as a FSA I or equivalent experience working in an outpatient/physician office environment including financial counseling , insurance verification and authorization.
  • Completion of training on TES, PIRs and denial management.
  • Knowledge of payer and regulatory guidelines for medical insurance claims processing and reimbursement.
  • Knowledge of the processes and procedures related to the eligibility requirements of various insurance entities including government and private payers.
  • Knowledge of Payors and programs such as CPSP, CHDP, F-Pact, EWC.
  • Completion of GECB referral competency.
  • Completion of training on TES, PIRs and denial management.
  • Strong customer service skills.
  • Communicates effectively and works cooperatively with others.
  • Strong computer skills Ability to prioritize multiple tasks
  • Demonstrates ability to work closely with physicians to ensure quality in delivery of clinic services as related to patient care and front desk procedures are required
  • Must possess a proactive flexible approach to problem solving
  • Ability to lead and participate in teams
  • Ability to execute directives toward established goals
  • Ability to meet deadlines and work well under pressure while maintaining attention to detail and a positive outlook/attitude

Keywords: Dignity Health, San Luis Obispo , Financial Services Associate II, Other , San Luis Obispo, California

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