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State of Washington Classified Job Specification


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Class Code: 165F
Category: Financial Services


Within a Department of Social and Health Services' hospital or residential facility having at least 200 patients or residents, coordinates all patients' or residents' requests for benefits with Federal, State or private providers. Serves as resident or patient advocate in any subsequent appeals.

Typical Work

Analyzes and determines eligibility for financial assistance; advises clients, parents or guardians on how to complete forms and to secure verification of eligibility; 

Develops, analyzes, and resolves continuing eligibility actions involving suspension, continuation, or termination of funding provided by SSA, SSI, VA, Railroad, PA and private insurances;  

Prepares financial data for payment to vendors of services, and eligible recipients; 

Maintains, in a confidential manner, pertinent information, certifications and personal and medical records;  

Initiates correspondence concerning problems, answers, inquiries from applicants, parents, guardians, attorneys, and others; 

Advises individuals of right to file for administrative appeals or Fair Hearings in matters concerning entitlement to grants under various programs; gathers and prepares case data for Fair Hearings; 

Reviews information for correctness and completeness of facts and data presented by applicant or continuing recipient; gathers all facts pertinent to such issues through telephone contacts, correspondence, and face-to-face interviewing; 

Performs other related work as required.

Legal Requirement(s)

There may be instances where individual positions must have additional licenses or certification. It is the employer’s responsibility to ensure the appropriate licenses/certifications are obtained for each position.

Desirable Qualifications

Two years of college-level course work in business administration, public administration, social science or closely allied field


two years of experience providing direct services to clients in a fiscal or social service setting.

Additional qualifying experience may be substituted, year for year, for education.

Class Specification History

New class Effective July 10, 1987
Revised new class code: (formerly 34900) effective July 1, 2007