• Financial Screening Clerk

    Job Locations US-CA-Hayward
    Job ID
    Location Site
    Registration Services
    Regular Full-Time
  • Overview

    We are looking for a Financial Screening Clerk who will be responsible for all patients requiring continuous program eligibility review. Will process all new patients and re-evaluate all existing patients for accurate application of eligibility on payer sources. The Financial Screening Clerk will need to have knowledge of all funding sources directly involving criteria, eligibility, and aid categories. In addition, the Financial Screening Clerk will maintain payer source records and opening of all family registration.


    This is a full-time benefited position working 40 hours per week, typically Monday through Friday with periodic Saturday hours. The ideal candidate has excellent customer service skills working with diverse populations.  Prior experience as a Financial Screening Clerk in a non-profit clinical setting preferred; community health desirable.


    We offer excellent benefits including: medical, dental, vision (including dependent and domestic partner coverage), generous paid leave benefits including holidays, Flexible Spending Accounts,  retirement plan.


    Tiburcio Vasquez Health Center, Inc. is a non-profit community health center that is dedicated to promoting the health and well-being of our community by providing accessible, high quality care by integrating primary care, dental care, WIC support, mental health counseling, community health education and more.


    • Performs day-to-day administrative functions and general office duties including but not limited to word processing, copying, filing, faxing, answering phones and data entry.
    • Interviews all new patients who wish to register for medical services, and greets them with respect and dignity. Determines eligibility for services and method of payment (e.g., MediCal, Medicare, Sliding Fee Scale, Family Planning Eligibility, Presumptive Eligibility, etc.)
    • Completes patient registration forms, verifies address and financial income information and creates patient registration and account files through data entry onto the health center's computer system.
    • Starts new patient medical records with all required forms, assigns and maintains a log of medical records numbers which have been dispensed.
    • Creates a clinic card for each new patient and updates existing cards for established patients as may be required.
    • Explains the services available, charging and billing policies, and patient rights and obligations to the health center.
    • Counsels patients about the availability and utilization of community and county agencies for financial assistance and make referrals as appropriate.
    • Provides ongoing eligibility review for established patients as stated by the health center policies and upon request from the reception supervisor and clerks.
    • Corresponds by mail or telephone with patients to obtain required information for verification of financial status or address.
    • Assures compliance with all funding sources including state, city, county and federal regulations.
    • Treats all patients with respect and courtesy; respect the patients’ rights to confidentiality and works cooperatively with other members of the professional and non-professional staff.
    • Refers patient complaints to appropriate designated personnel as needed.
    • Will travel among sites and work flexible hours, as required.
    • Performs all duties in support of EHR/EPM.
    • May rotate as needed to different clinic sites.




    • High school graduate, or equivalent.Minimum one year experience in third party billing, state funded programs, payor source and billing procedures.
    • Minimum two full years of clerical responsibility involving a broad range of duties; such duties may include processing of documents related to financial or personal histories, interviewing, and general clerical work.

     General Skills Required: 


    • Understands the importance of maintaining confidentiality; able to maintain confidentiality under HIPAA standards.
    • Must have the ability to exercise a high degree of diplomacy and tact; excellent customer services and interpersonal communication skills; Cultural sensitivity and demonstrated ability to work with diverse people groups.
    • Well developed verbal and written communication skills in English and Spanish; Additional language abilities desirable, bicultural preferred.
    • Ability to work well under pressure with minimal supervision. Proven flexibility and willingness to handle a variety of tasks.
    • Knowledge of basic math and modern office procedures.
    • Excellent attention to detail.
    • Computer knowledge, e-mail, and internet skills necessary.
    • Willingness to learn new data systems.
    • Willingness to work evenings and/or weekends.





















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