Financial Clearance Specialist I, Patient Access

Trinity Health

. Research, collect, and analyze information .

Posted 10/28/2026full-timeRemote • Iowa • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial clearance and insurance verification processes, with a strong focus on enhancing patient experience and program efficiency. Proficient in using multiple system applications for analysis and report generation.

Highest-signal resume keywords

Financial Clearance ExperienceInsurance Verification ProcessesAnalytical ReportingNational Certification in HFMA CRCR or NAHAM CHAAPatient Access Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ClearanceInsurance VerificationData AnalysisReport CreationPre-Service CollectionsBenefits ValidationPatient Experience InitiationPerformance ImprovementSchedulingCollections

Soft Skills

CollaborationPeer InfluencingProblem SolvingLeadership SupportCommunication

Tools & Technologies

Multiple System Applications

Certifications & Qualifications

HFMA CRCRNAHAM CHAA

Industry Keywords

Acute Care SettingTrinity Health PoliciesPatient AccessFinancial Clearance ProcessesOrganizational Strategic Objectives

About the role

Key responsibilities & impact

Research, collect, and analyze information
Identify opportunities, develop solutions, and lead issues through resolution
Collaborate on performance improvement activities focused on program efficiency and patient experience
Distribute analytical reports
Use multiple system applications to perform analysis
Create reports and educational materials
Support financial clearance and insurance verification processes
Complete pre-service account financial clearance and collections before the date of service
Obtain and verify accurate insurance information
Validate benefits and authorizations
Initiate preservice collections
Begin the patient experience and initiate the billing process for hospital services
Support colleagues and leadership in achieving organizational strategic objectives
Serve as a peer influencer and potentially direct projects or project teams

Requirements

What you’ll need

High School Diploma or equivalent
Two (2) to Five (5) years experience in scheduling, financial clearance, or patient access
Comprehensive knowledge of financial clearance and insurance verification processes
Two (2) years of financial clearance experience in an acute care setting
National certification in HFMA CRCR or NAHAM CHAA required within one (1) year of hire
Ability to work Monday-Friday, 09:00-17:30
Ability to work occasional weekends, either Saturday or Sunday
Ability to use multiple system applications for analysis, report creation, and educational materials
Basic knowledge of Trinity Health policies, practices, and processes

Benefits

Comp & perks

Equal Opportunity Employer commitment
Person-centered care mission and values
Occasional weekend schedule flexibility