Financial Clearance II

Trinity Health

. Financially clear patients for each visit type, admit type, and area of service via the current Health Information System.

Posted 10/15/2026full-timeRemote • Michigan • United StatesMid-LevelSenior💰 $18 - $27 per hourWebsite

About the role

Key responsibilities & impact

Financially clear patients for each visit type, admit type, and area of service via the current Health Information System.
Collect and document required demographic and financial information.
Activate registrations and discharges appropriately and promptly.
Coordinate with Care Management regarding level of care, Medicare Inpatient Only list, and required authorizations.
Coordinate with OR Scheduling on date-of-service changes, revisions, or cancellations.
Analyze patient insurance, identify the correct plan, document insurance order, and process recurring visits.
Verify patient information with third-party payers and collect insurance referrals.
Communicate with patients and physician offices regarding authorization and referral requirements.
Screen outpatient visits for medical necessity and issue Advanced Beneficiary Notices when appropriate.
Provide cost estimates and collect/document Medicare Secondary Payer Questionnaire information.
Screen self-pay and out-of-network patients; provide follow-up and financial counseling referrals.
Initiate payment plans, obtain payments, and explain funding programs, discounts, and cash payment plans.
Process point-of-service collections, issue receipts, and complete cash balance sheets where appropriate.
Maintain productivity, collection, quality, registration, and insurance-verification standards.
Coordinate appointment scheduling across the region and verify pre-registration needs.
Communicate and promptly escalate accounts of concern to management.
Maintain compliance with applicable laws, regulations, Trinity Health policies, and the Code of Conduct.
Perform other duties as assigned by the manager.

Requirements

What you’ll need

High School Diploma or equivalent combination of education and experience.
Three (3) years of financial clearance experience in an acute care setting.
Comprehensive knowledge of financial clearance and insurance verification processes.
Experience processing financial clearance for complex services including surgical services, observation, and in-house cases.
Strong knowledge of third-party and government payer billing and reimbursement guidelines.
National certification in HFMA CRCR and/or NAHAM CHAA within one (1) year of hire.
Ability to communicate and work with patients, physicians, physician office personnel, associates, multiple direct patient care providers and others.
Superior customer service skills and etiquette is strongly preferred.
Proficient in Patient Registration/Patient Accounting systems and related software systems.
Proficient in Microsoft Office business software.
Ability to evaluate and investigate issues to determine effective resolution.
Must comply with Trinity Health policies and procedures.
Must be comfortable operating in a collaborative, shared leadership environment.
Must possess a personal presence characterized by honesty, integrity, caring, and ability to inspire and motivate others.