Verification of Benefits Specialist
Verification of Benefits Specialist
Verification of Benefits Specialist
Charlie Health
Charlie Health is a rapidly growing organization focused on providing personalized, virtual behavioral health treatment. The Verification of Benefits Specialist role involves managing the verification of insurance benefits to ensure accurate policy reviews and effective handling of referrals, which is crucial for patient financial responsibility and reimbursement processes.
Qualification
- Experience in verifying insurance benefits
- Strong attention to detail and accuracy
- Familiarity with SalesForce or similar CRM systems
- Ability to communicate effectively with patients and internal teams
- Knowledge of insurance policies and financial counseling processes
- Experience in a healthcare or behavioral health setting preferred
- Strong organizational skills and ability to manage multiple tasks
Responsibility
- Verifies insurance policy benefits for new and returning patients with payers
- Assures all insurance information has been completely and accurately obtained
- Documents all pertinent insurance information into SalesForce
- Informs teams of support actions necessary for insurance or referral issues
- Identifies special policy clauses per policy information to aid in financial and admission decisions
- Educates patients, families and internal teams on insurance issues
- Identifies all third party financial benefits and directs them for financial counseling and revenue cycle as appropriate
- Provides support to admissions and revenue cycle teams as necessary
