Clinic Eligibility Coordinator (DHWC)

Position Summary The Clinic Eligibility Coordinator serves as the first point of contact for patients, providing a welcoming and informative experience. This role is responsible for assessing program eligibility, managing patient eligibility, maintaining accurate electronic records, and connecting clients to community and health services. Scope and Impact The role supports patient access and eligibility for Methodist Healthcare Ministries (MHM) programs across multiple service lines, including Medical, Dental, and Behavioral Health. The position has a significant impact on patient satisfaction, program participation, and efficient clinic operations. Decision-Making Authority This position requires moderate decision-making, especially in evaluating patient eligibility and resolving clinic eligibility related issues. Works under established guidelines but exercises discretion in managing sensitive patient information and resolving concerns. Interactions / Working Relationships Internal: Collaborates daily with Clinic Eligibility team, program staff, support center, and leadership. External: Regular interaction with patients, clients, and community resource partners. Communicates frequently in both English and Spanish. Essential Duties and Responsibilities Patient Clinic Eligibility Screening – Conduct in-person and phone interviews to gather financial and personal information; evaluate eligibility for MHM programs and other local/federal services. (35%) Customer Service & Communication – Serve as an ambassador for patient experience using AIDET principles; resolve patient inquiries and complaints. (20%) Data Management & Documentation – Input and update patient information in Electronic Health Records (EHR); manage forms and records according to program and HIPAA standards. (15%) Community Resource Navigation – Refer unqualified clients to external services; share updated community resources with patients and team. (10%) Insurance & Financial Verification – Verify insurance information and assist with MHS Financial Assistance Program applications. (10%) Administrative Duties – Answer clinic eligibility calls, schedule and update appointments, maintain office cleanliness, and support other administrative functions. (10%) Supervisory or Leadership Responsibilities This position does not supervise others. Qualifications Minimum Qualifications (Required) Education: High school diploma or GED. Experience: At least one year of experience in program eligibility screening. Other Required Skills/Knowledge:Bilingual in English and Spanish Electronic Health Records (EHR) experience. Basic proficiency in Microsoft Office (Word, Excel, Outlook, MS Teams). Preferred Qualifications Experience working with underserved populations. Familiarity with local, state, and federal healthcare and social service programs. Knowledge of financial assistance programs and application processes. Knowledge, Skills, and Abilities (KSAs) Strong verbal and written communication. Problem-solving and critical thinking. Ability to work independently and as part of a team. Professional and empathetic customer service demeanor. Attention to detail and organization. Language Skills Bilingual in English and Spanish (required). Ability to read, write, and communicate clearly in both languages. Technology and Tools Required: Electronic Health Records systems, Microsoft Word, Excel, Outlook, Teams, Smartsheet, S-Fax. General computer proficiency, including data entry and office technology. Work Environment and Physical Demands Work Setting: Medical and dental clinic environment. Physical Requirements: Frequent standing, sitting, bending, walking; occasional lifting up to 25 lbs; use of step stools. Travel: 25%