MD Anderson Cancer Center Financial Clearance Associate in Houston, Texas

Financial Clearance Associate

Location: United States, Texas, Houston, Houston (TX Med Ctr) at

Healthcare/Business Support at

Treasury Services & Operations 710223

Requisition #: 109332

Mission Statement

The mission of The University of Texas MD Anderson Cancer Center is to eliminate cancer in Texas, the nation, and the world through outstanding programs that integrate patient care, research and prevention, and through education for undergraduate and graduate students, trainees, professionals, employees and the public.


The Financial Clearance Associate is responsible for creating a positive patient experience by accurately and efficiently handling the day to day operations relating to financial clearance activities. This includes adherence to the department’s policies and procedures related to the verification of eligibility/benefits, pre-authorization requirements, available payment options, financial counseling and other identified financial clearance related duties. The Associate will work under the guidance of the Financial Clearance Supervisor and will be responsible for timely escalating financial clearance issues to the Supervisor or the Financial Clearance Coordination for resolution.

Salary Min: 32,800 Mid: 41,000 Max: 49,200

Core Values

Caring Behaviors

  • Courtesy : Is respectful and courteous to each other at all times; Gives full attention to others minimizing distractions; Does not gossip or air frustration inappropriately; Uses a respectful / professional tone of voice.

  • Friendliness/Teamwork : Promotes and rewards teamwork and inclusiveness; Is sensitive to the concerns of our patients and our co-workers; Expresses awareness of others' experiences and views; Listens to patients and coworkers' needs and empathizes with them; Is aware of and respects individual differences, such as age, gender, ethnicity, physical ability, sexual orientation, religion, culture, background, and experiences; Demonstrates collegiality to others in an effort to create a cooperative and collaborative environment.

Integrity Behaviors

  • Reliability : Promotes and adheres to MDAnderson’s Standards of Conduct in addition to all applicable institutional policies and procedures.; Communicates time expectations for tests, procedures, or service arrival, or project deliverables to patients and coworkers; By his/her actions, creates an environment of trust; Adheres to attendance policy by timely reporting to work and returning from breaks; Admits when wrong, apologizes and takes steps to resolve a situation.

  • Safety : Notices a safety concern and brings it to someone's attention; Models safe behavior (wears badge, washes hands, keeps work area clean and orderly); Mitigates risk to the institution through sound business practices; Demonstrates ethical and personal responsibility in work and behavior.

Discovery Behaviors

  • Responsiveness : Encourages learning, creativity, and new ideas; Responds to requests from others in a timely manner; Offers help before being asked; Provides help to patients and coworkers that may be outside of job responsibilities (does not say, "It's not my job."); Looks for new and better ways of doing things.

  • Personal Leadership/Self-Initiative : Helps others to identify and solve problems; Seeks personal growth and enables others to do so; Leads by example; Actively encourages others to contribute ideas; Holds self and others accountable for practicing our values.

Key Functions

  1. Obtain and document verification of patient eligibility (and applicable effective dates) using the available institutional and/or payor systems, including real-time web portals and tools, within the applicable timeframes as outlined by department policies and procedures. Promptly notify Patient Access and the patient, when eligibility information is invalid and/or cannot be verified.

  2. Work collaboratively with Patient Access to document updated and/or corrected insurance information into the system in accordance with applicable department policies and procedures.

  3. Obtain and document verification of patient benefits, including information regarding the product type, in-network or out-of-network status, all applicable co-payment, deductible, and co-insurance amounts or percentages, pre-existing indicator and time period, and any lifetime or annual maximums into CARE and/or designated future state systems in a timely manner.

  4. Timely manage work lists for cases requiring pre-authorization and work directly with the payor or assigned third party vendor to obtain all required pre-authorizations. Seek to obtain pre-authorization through on-line web portals and tools, when available. Accurately document all reference and pre-authorization numbers, along with payor contact information, into CARE and/or designated future state systems in a timely manner.

  5. For patients participating in a clinical trial, appropriately document and review with patients and the payors services being covered by the clinical trial sponsor and those designated for coverage under the patient’s insurance.

  6. Provides financial counseling to patients which includes reviewing cost estimates, assistance with calculating expected patient liability, discussions regarding payment requirements, collection of financial amounts dues, provide information regarding available payment plan options, and provide information regarding patient financial assistance opportunities when applicable. Financial counseling also includes reviewing ABN, MSPQ, account review and any other barriers to financial clearance with patients as needed.

  7. Complete and timely submit all documents (PFA, COBRA, etc,) requiring Supervisor approval for financial clearance.

  8. Promptly escalate any issues with financial clearance and/or counseling to the Financial Clearance Supervisor or seek assistance as appropriate from the Financial Clearance Coordinator, when needed.

  9. Completely and accurately document conversations and communication with Patient Access, payors, third party vendors, patients, and any other representative in and outside of the institution.

  10. Answer emails and phone calls in a timely manner, and respond to voicemails and myMDAnderson messages within one business day.

  11. Conducts all financial clearance activities in a courteous and professional manner and maintains a positive working relationships with patients, physicians, payors, third party vendors and any other identified business partners.

  12. Seeks to improve job performance and personal growth by participating in available educational, training and mentoring opportunities.

  13. Perform all other duties as assigned.

Core Competencies

  • Team with Others:

  • Encourage collaboration and input from all team members;

  • Value the contributions of all team members; and

  • Balance individual and team goals

  • Self-Motivation:

  • Set high standards of performance;

  • Pursue goals with energy and persistence; and

  • Drive for results and achievement.

  • Oral Communication:

  • Express ideas clearly and concisely in groups and one-to-one conversations; and

  • Create an environment with open channels of communication.


High school diploma or equivalent.


Three years' customer service experience in healthcare, insurance, or related field. With preferred degree, one year of required experience.

It is the policy of The University of Texas MD Anderson Cancer Center to provide equal employment opportunity without regard to race, color, religion, age, national origin, sex, gender, sexual orientation, gender identity/expression, disability, protected veteran status, genetic information, or any other basis protected by institutional policy or by federal, state or local laws unless such distinction is required by law.