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On-Site Patient Advocate

Newburgh, Indiana
Job Type
19 May 2023

Responsible for building working relationships, solving problems and supporting patients while they learn the coverage options on both a federal and state level. An On-Site Patient Advocate exhibits superior customer service skills and provides prompt courteous service to patients. They work as part of a team in a Hospital environment and also on an independent level. The On-Site Patient Advocate must ensure that methodologies, policies and procedures are deployed to guarantee the highest quality standards with "patient first ideology" as a goal.


The WellFund Onsite Manager


The WellFund On-Site Team

Essential Duties of the Position

Handles a high volume of face-to-face interactions with patients
Communicate clearly, timely, and positively with patients
Good communication skills and interpersonal skills
Ability to learn quickly and navigate effectively through multiple systems
Professional attitude, and able to maintain composure in urgent or confrontational situations
Effective critical thinking, problem solving and decision-making skills
Display strong organization/time management skills
Work independently and must be multi-task oriented
Team player attitude
Collects and reviews patient information to determine patient's eligibility
Prepares documents and reviews them for accuracy and completeness
Maintains and/or creates files or record keeping systems. Sorts, labels files and retrieves documents or other materials
Completes various insurance application after determining patient's eligibility
Provides account follow up on a routine basis
Ensures adequate documentation is maintained
Develops and retains professional relationship with hospital staff
Maintains confidentiality at all times (i.e. PHI and HIPAA)
Any other duties as assigned by management

Responsibilities of the Position

Exemplifies the Mission/Vision/Core Values of The WellFund in all personal and professional behavior and is a role model to all associates
Collaborates with manager to identify own learning needs and set goals using available resources to meet these needs/goals
Maintains working knowledge of departmental/hospital policies and procedures through participation and by reading updates and other provided communication
Works in collaboration with other departmental associates, as well as other hospital associates supporting their efforts through teamwork and the acceptance of additional assignments
Computer proficiency skills are required
Ability to learn multiple databases
Ability to multi-task (speaking on the phone and typing)
Excellent verbal and written communication skills
Ability to work in fast-paced, changing environment
High school diploma or equivalency
One year of experience as a Patient Advocate or an equivalency of training and experience combined
Considerable knowledge of Medicaid programs
Considerable knowledge of the Federal Marketplace
General knowledge of all agency and provider programs and services which could affect the client/applicant
Good mathematical reasoning and computational skills
Ability to read, analyze, and interpret rules, regulations and procedures
Ability to communicate with clients/applicants, the public at large, and public officials to obtain data, and to explain and interpret rules, regulations and procedures
Ability to work with others on your team to complete a task
Ability to perform job functions within structured time frames
Must have the ability to perform repeated tasks with a high level of accuracy
Must have working knowledge of HIPAA and Red Rule regulations

Difficulty of Work

Work activities are performed independently, utilizing basic guidelines as standards of performance. The incumbent must deal with a variety of reports, documents, and computer systems, and must utilize good judgment in carrying out job duties. Advice and guidance may be sought from the department's Manager as warranted to ensure the provision of quality service.


The incumbent works in a team concept, but works independently on his/her own. Work is somewhat independent in nature. The incumbent makes a substantial impact on the patient.

Personal Work Relationships

The incumbent must deal with a variety of staff levels, conditions and circumstances. Routine contacts are to be expected from incoming calls, patients, management, and associates, internal and affiliate company associates.
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  • Job Reference: 1010175992-2
  • Date Posted: 19 May 2023
  • Recruiter: The WellFund, LLC
  • Location: Newburgh, Indiana
  • Salary: On Application
  • Sector: Healthcare & Medical
  • Job Type: Permanent