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About the Role

The Financial Case Manager works with a cross-functional team to plan, develop, and direct financial case management program activities, including counseling, guiding, advising, and providing outreach services to patients needing public benefits like Medicaid, Child Health Plus, or the NYS Marketplace.

Responsibilities

• Manage benefits, coordinate referrals, resolve problems, monitor caseloads, and complete documentation and reports.
• Act as an advocate for youth and families to ensure third-party insurance eligibility and entitlements.
• Assist clients facing financial hardship with payment arrangements and sliding scale fees.
• Ensure collection of copay/co-insurance payments, review monthly client invoices, and manage the collections process.
• Screen clients' financial status to determine health insurance eligibility.
• Assist clients/families in applying for health insurance via the NYS Marketplace.
• Obtain and update prior authorizations from third-party insurance companies.
• Navigate the Monroe County ARES system and complete required tracking.
• Complete Insurance Eligibility Verification.
• Handle claim submissions for outpatient and inpatient programs.
• Review and correct error reports for each program, escalating unresolved issues with documentation.
• Monitor and manage the Millin Issue Tracker for the assigned program.
• Contact patients regarding discrepancies or incorrect information in the billing system.
• Create client statements by program and follow up with clients on payment plans.
• Contact county representatives for missing or incorrect insurance data and ensure accurate client records.
• Run and distribute service error reports and collaborate with staff to correct billing errors.
• Work with the finance department to ensure consistent agency-wide policies and procedures.
• Collaborate with the Billing team to resolve denials and authorizations.
• Ensure full compliance with the Agency’s Code of Conduct, all Agency Policies and Procedures.
• Maintain confidentiality and security for all client and staff related materials and records.
• Communicate and case conference with additional agencies involved in client care.
• Act as a liaison with entities as needed and assist Behavioral Health staff in coordinating outpatient services.
• Adapt to a continually evolving environment and thrive in an autonomous, deadline-oriented workplace.
• Ensure compliance with all State, Federal, County, and accrediting bodies.
• Promote and practice diversity, equity, inclusion, and belonging in relation to clients and staff.

Requirements

• Bachelor’s Degree in Human Services field or Business Administration preferred.
• 1-2 years relevant experience in Behavioral Health services financial case management and/or serving as a Medicaid Eligibility Examiner.
• Certified Application Counselor credentialing preferred (successful completion within 2 months of hire).
• Bilingual in Spanish is a plus.
• Requires a high degree of professionalism.
• Must be motivated with excellent interpersonal and communication skills.
• Ability to organize.
• Possess customer service skills.
• Ability to work in a team and collaboratively with colleagues to achieve goals.
• Ability to manage conflicting priorities.
• Eager and motivated to learn.

Skills

• Public benefits programs
• Benefit management
• Referral coordination
• Problem resolution
• Caseload monitoring
• Documentation
• Reporting
• Third-party insurance eligibility
• Payment arrangements
• Sliding scale fees
• Copay/co-insurance collection
• Client invoicing
• Collections management
• Health insurance application assistance
• Prior authorization
• Monroe County ARES system
• Insurance Eligibility Verification
• Claim submission
• Error report management
• Millin Issue Tracker management
• Client statement creation
• Payment plan follow-up
• County insurance setup
• Service error report analysis
• Agency policies and procedures
• Denial and authorization resolution
• Code of Conduct compliance
• Confidentiality and security
• Inter-agency communication
• Liaison activities
• Behavioral Health coordination
• Adaptability
• Autonomy
• Deadline management
• Accountability
• Compliance with State, Federal, County, and accrediting bodies
• Diversity, equity, inclusion, and belonging
• Specialized knowledge of public benefits rules and regulations preferred
• Customer service
• Teamwork
• Collaboration
• Conflict management
• County and State Social Service System knowledge
• Microsoft Office proficiency

Location

• Office environment

Work Type

• Part Time

Experience Level

• 1-2 years relevant experience

Education Level

• Bachelor’s Degree in Human Services field or Business Administration preferred

Salary/Compensations

• $20-$28/hour

About the Company

• Villa of Hope helps youth and families rebuild relationships, recover from trauma and renew Hope for their future.

Equal Opportunity

• Demonstrates, promotes and practices diversity, equity, inclusion and belonging in relation to clients and staff through respect and understanding achieved through training, individual supervision and Agency cultural activities.