Healthcare eligibility and documentation specialist with extensive experience in social services and insurance verification. Proven track record in regulatory compliance and accuracy while managing high-volume caseloads. Expertise in ensuring timely eligibility determinations and delivering exceptional customer service.
Overview
26
26
years of professional experience
Work History
Eligibility Specialist I
Mecklenburg County
Charlotte, USA
06.2025 - Current
Screen and verify patient and client documentation for Medicaid eligibility, ensuring accuracy and compliance with county and state policy.
Facilitated timely eligibility determinations by assisting clients in securing required verifications and ensuring documentation met privacy and organizational standards.
Collaborated with providers to resolve documentation gaps while maintaining detailed audit-ready records and updating case information for compliance and accuracy.
Identified clients needing screening from daily logs and maintained up-to-date records to support efficient case management.
State Eligibility Consultant
State of Indiana
01.2014 - 06.2025
Assessed eligibility for public assistance programs including TANF, SNAP, and Medicaid to ensure compliance with state regulations.
Facilitated interactive interviews and validated client information, ensuring accurate and timely case determinations.
Resolved complex case issues and coordinated with contractors for prompt processing of specialized files.
Prioritized high volume workloads while meeting strict state and federal guidelines.
Provided consistent, courteous customer service to diverse populations, enhancing client satisfaction.
Eligibility Resource Advocate
Wishard Health
01.2009 - 01.2014
Interviewed and screened patients for medical insurance payer programs, secured verifications from companies and agencies, and reviewed daily admission census and sign-in logs to identify patients for screening, facilitating access to necessary healthcare services.
Recorded and updated patient information in STAR and IndeApp systems, ensuring accuracy for effective tracking.
Advised clients on legal rights and obligations in healthcare matters, empowering them to navigate complex healthcare systems effectively.
Drafted and reviewed contracts, agreements, and legal documents for compliance, ensuring adherence to regulatory standards and safeguarding organizational interests.
Represented the organization in hearings and negotiations with regulatory bodies.
Credentialing Specialist/Sr. Front Office Assistant
St. Vincent Seton Specialty Hospital/Physician Network
05.2007 - 01.2009
Coordinated administrative support for executive director, quality and compliance team, and risk management team while verifying medical staff credentials to ensure compliance.
Verified provider credentials for compliance with hospital standards.
Managed application processes for medical staff and privileges, facilitating timely onboarding and adherence to hospital standards.
Coordinated with healthcare professionals to gather documentation, streamlining credential verification process.
Greeted patients, managed check-in/out processes, answered phones, scheduled appointments, collected and balanced co-pays and deductibles, verified insurance, and maintained filing system.
Patient Care Secretary
Odyssey Healthcare
04.2006 - 03.2007
Prepared patient medical information and coordinated staffing schedules for CNAs, nurses, and MAs, facilitating seamless patient care delivery.
Maintained comprehensive records and documentation for patient files, ensuring legal and medical documents were up-to-date and signed by medical staff and physicians for regulatory compliance.
Ordered durable medical equipment and managed accurate inventory records to meet patient needs efficiently.
Medical Records Receptionist
Urology of Indiana
02.2004 - 04.2006
Reviewed and updated patient charts to ensure all relevant medical history was accurate and accessible for physician appointments.
Coordinated retrieval of patient charts from various locations via email, fax, and telecommunications, ensuring availability of accurate records for physician use.
Facilitated timely transfer of patient records to external offices and facilities, enhancing continuity of care for patients.
Organized patient charts and medical records to ensure accessibility and compliance within office locations.
Prepared medical information prior to patient office visits for four Doctors, two Physician assistants, and labs for each daily schedule.
Printed and distributed lab results, x-rays, and surgical reports to relevant medical staff.
Extracted and transcribed dictation from physicians' Dictaphones, organizing the resulting documents for efficient mail distribution within the office.
Health Unit Coordinator (Unit Secretary)
Battle Creek Health Systems
01.2000 - 08.2003
Transcribes physician’s orders to unit records and files (e.g. medication records, kardexes, etc.).
Maintains the patient medication records and kardex system.
Processes orders for x-ray, lab and other diagnostic and therapeutic areas.
Prepares procedure/surgical checklists and consent forms.
Assembles chart materials for newly admitted patients.
Processes charts at discharge, forwards discharge charts to medical records.
Assisted nursing staff by providing essential resources and support to enhance unit operations.
Executed clerical duties to compile, transcribe, prepare, and maintain patient records on a specific nursing unit.
Served as communication liaison for nursing unit, facilitating information flow among staff and visitors.
Communicates with and assists physicians/physicians’ offices.
Ensured confidentiality of patient and staff information.
Trained and mentored new employees on unit protocols and procedures, ensuring adherence to quality care standards.
Education
Certificate of Completion -
Kellogg Community College Business Career Academy
Battle Creek, MI
01-2000
Diploma - General Studies
Battle Creek Central High School
Battle Creek, MI
01-1993
Skills
Eligibility Assessment
Public assistance eligibility
Insurance Verification
Medicaid compliance
Case Management
Care coordination
Patient service
Patient interaction
Patient registration
Medical scheduling
Data management
Data entry
Records management
Conflict resolution
Records administration
EMR systems
Eligibility Software
Client Management System
Medical office experience
Customer service excellence
Clerical support
Administrative support
Front desk operations
Patient check-in and check-out
Attention to detail
Time management
Multitasking
Conflict resolution
Phone Etiquette
Organizational skills
Communication skills
Microsoft Office Suite
Microsoft Excel
Microsoft Word
Office software
Documentation accuracy
Client assessment
Caseload Prioritization
Health insurance knowledge
HIPAA guidelines
Administering interviews
Appointment setting
Credentialing processes
Front desk operations
References
Available upon request
Languages
English
Timeline
Eligibility Specialist I
Mecklenburg County
06.2025 - Current
State Eligibility Consultant
State of Indiana
01.2014 - 06.2025
Eligibility Resource Advocate
Wishard Health
01.2009 - 01.2014
Credentialing Specialist/Sr. Front Office Assistant
St. Vincent Seton Specialty Hospital/Physician Network
Medical Eligibility Specialist I - pay- $22.00 at TEXAS HEALTH AND HUMAN SERVICES COMMISSION (HHSC)Medical Eligibility Specialist I - pay- $22.00 at TEXAS HEALTH AND HUMAN SERVICES COMMISSION (HHSC)
Eligibility Specialist at State of Michigan Department of Health and Human ServicesEligibility Specialist at State of Michigan Department of Health and Human Services