Patient Benefit and Insurance Officer I

Exam Code: 5MH63
Class Code: 8662

Final Filing Date: Continuous
Examination Type: Departmental, Open

Bulletin Revision Date: 07/01/2019
Equal Employment Opportunity
The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right of family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.
Drug Free Statement
It is an objective of the State of California to achieve a drug-free state workplace. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing civil service, and the special trust placed in public servants.
Examination Type And Position Locations
This is an Open examination for the Department of State Hospitals (DSH). Positions currently exist statewide with DSH - Atascadero, DSH - Coalinga, DSH - Metropolitan, DSH - Napa, and DSH - Patton.

Who Should Apply
Applicants who meet the minimum qualifications as stated below may apply for and take this examination.  

A candidate may be tested only once during any testing period. The testing period for this classification is once every 12 months. If you have taken an examination for this classification with the Department of State Hospitals- Atascadero, Coalinga, Metropolitan, Napa, Patton and Sacramento, within the last 12 months, you are not eligible to compete in this examination.
Requirements For Admittance To The Examination
It is your responsibility to make sure you meet the education and/or experience requirements stated on this announcement on the date you submit your Application (i.e., Examination/Employment Application [STD. 678]). Submission of your Application indicates that you have read, understood, and possess the basic qualifications required.
Minimum Qualifications For Admittance To The Examination
Either 1 - One year of responsible administrative experience in the California state service performing duties that include locating, protecting, and managing patients’ assets; investigating financial status of patients and responsible relatives; determining charges; and claims for benefits on behalf of patients.

Or 2 - Two years of full-time experience as a trust officer or assistant trust officer for a bank or savings and loan association, or as a credit manager or assistant credit manager for a finance company, bank loan department, credit association, business concern, or credit union.

(Education in a college level Business Administration curriculum may be substituted for up to one year of the required experience on the basis of one year of education being equivalent to six months of qualifying experience. The equivalent of six semester units of this education must be in accounting and three semester units must be in business law.)

Or 3 - Three years of full-time responsible managerial experience with primary responsibility in the extension and adjustment of credit; collection of accounts and notes receivable, with an active volume of at least 1,000 accounts.

(Education in a college level Business Administration curriculum may be substituted for up to one year of the required experience on the basis of one year of education being equivalent to six months of qualifying experience. The equivalent of six semester units of this education must be in accounting and three semester units must be in business law.)
Additional Desirable Qualifications 
Education: Equivalent to graduation from high school.

Special Personal Characteristics
Willingness to work irregular hour and in various location throughout the State; willingness to travel throughout the State; tact; neat personal appearance.

Final File Date
Continuous Testing: This online examination will be administered once a month. The cut-off-date is the first  Friday (11:59 PM) of each month. All completed applications and Training and Experience examination submitted by the cut-off-date will be processed for that administration.

Note: Applications and examinations may be processed on a flow basis prior to the cut-off-date to meet the hiring needs of the department.
How To Apply
Click on "Continue to the Examination" button at the end of this bulletin to take the online Training and Experience examination. You will be required to upload an electronic copy of your Application (STD. 678) at the beginning of the online examination process. Prior to starting the examination, it is recommended to have your relevant education and employment history readily accessible.

If you need assistance or have any questions regarding the online examination process, review the information and videos below in the "Online Examination Process" section or contact Department of State Hospital - Sacramento at (916) 651-8832.

California Relay for the hearing impaired:

TDD is a Telecommunications Device for the Deaf and is reachable only from phones equipped with a TDD Device.

From a TDD Phone (800) 735-2929
From a Voice Phone (800) 735-2922

Applications (STD. 678) will not be accepted on a promotional basis. Career credits do not apply.

Special Testing Arrangements
You will have an opportunity during the online application process to indicate if you have a disability and need special testing arrangements. The Department of State Hospitals, Selection Services Unit will contact you to make special testing arrangements.
Salary Range
$4,435- $5,552*

*Salary reflects the increase effective 7/1/2018.

The salaries used in the bulletin may not reflect all pay raises or any additional bonuses. You should verify the salary level(s) with the department personnel office before making any commitments.
Job Description
This is the journeyperson level for this series. Under direct supervision, incumbents work with a patient caseload in either a hospital, regional office, or headquarters. Duties include: investigating the financial status of patients and responsible relatives; locating, protecting, and conserving assets of patients; locating and obtaining benefits and other resources on behalf of patients; and establishing, adjusting, compromising, cancelling, or collecting charges for patient treatment.
Examination Information
A Training and Experience examination is used to evaluate each candidate’s education, training, and experience related to the duties of this classification; and will account for 100% of your weighted score.  To obtain a position on the eligible list, a minimum score of 70% must be achieved.
Preparing For The Examination
Below is a list of suggested resources to have available prior to taking the examination.

1 - Employment History: Employment dates, job titles, organization names and addresses, names of supervisors or persons who can verify your job responsibilities and their phone numbers.

2 - Education: School names and addresses, dates attended, courses taken (verifiable on a transcript), degrees earned, and contact information for persons or office who can verify education listed.
3 - Training: Class titles, certifications received, names of persons who can verify your training and their phone numbers.
Examination Scope
The examination scope consists of the following knowledge, skills, and abilities:

1 - Knowledge of credit and adjustment principles and procedures.
2 - Knowledge of investigation and interviewing techniques.
3 - Knowledge of legal procedure required to enforce payment of accounts.
4 - Knowledge of principles property management, accounting, financial record keeping, and commercial law.
5 - Knowledge of laws governing probate, divorce, annulment, community property, homestead, liens, and conveyance of real property.
6 - Knowledge of Health and Welfare Programs, guardianships, trusts veterans befits, unemployment and disability insurance, fraternal order insurance programs, disability income programs, comprehensive liability insurance and automobile medical reimbursement insurances, Federal Old Age Survivors’ Insurance, workers’ compensation, hospitalization insurance, retirement plans, prepaid medical care plans, health and life insurance contracts, Medicare and Med-Cal insurance, and veterans care benefits, provisions of the Welfare and Institutions Code relating to patients’ benefits and insurance.
7 - Knowledge of basic medical terminology.
8 - Ability to read and write English at a level required for successful job performance. 
9 - Ability to apply to specific situation the provisions of the Welfare and Institutions Code relating to patients’ benefits and insurance.
10 - Ability to understand and interpret legal and other documents.
11 - Ability to conduct informal conferences.
12 - Ability to negotiate equitable programs for payment of charges and settlement of claims.
13 - Ability to locate assets, ascertain sources of income, appraise the financial condition of debtors, and make practical appraisals of real property.
14 - Ability to give advice and information to interested persons and agencies and develop and maintain friendly and cooperative relations.
15 - Ability to analyze situations accurately and adopt effective course of action.
16 - Ability to handle extensive correspondence and prepare clear and comprehensive reports.
17 - Ability to communicate effectively.
Eligible List Information
An open, MERGED eligible list will be established for use by DSH. The names of successful competitors will be merged onto the eligible list in order of final score regardless of test date. The eligibility list will be used to fill vacancies within DSH. Eligibility will expire 12 months after it is established, unless the needs of the service and conditions of the list warrant a change in this period.
Veterans' Preference
Veterans' Preference will be granted for this examination. In accordance with Government Codes 18973.1 and 18973.5, whenever any veteran, or widow or widower of a veteran achieves a passing score on an open examination, he or she shall be ranked in the top rank of the resulting eligible list.

Veteran status is verified by the California Department of Human Resources (CalHR). Information on this program and the the Veterans’ Preference Application (Std. Form 1093) is available at Additional information on veteran benefits is available at the Department of Veterans Affairs.
Online Examination Process
In an effort to streamline and make the most efficient use of applicant’s time, this examination is paperless. To take advantage of this feature, you must have a CalCareer account. If you do not have one, it is free and easy to sign up. With an account, you can take as many State civil service examinations that you qualify for, store different versions of your application, apply for vacancies at 150 departments, track your application status and save your resume and other application related documents all in one place. To get started, watch the short videos below on creating a CalCareer account, creating and saving an electronic application, completing Training and Experience examinations, and searching and applying for job vacancies.

How To Create a CalCareer Account

How to Create, Download and Save Your Application

How to Take an Online Examination

How to Search and Apply for Jobs

To sign up for a CalCareer account, CLICK HERE to visit

Return to this page after you create your account to begin the examination process. We recommend saving a copy of your Application (STD. 678), which you will be required to submit electronically.
General Information
For an examination without a written feature it is the competitor’s responsibility to contact the Department of State Hospitals, Selection Services Unit at (916) 651-8832 three weeks after the application deadline date if she/he has not received a progress notice. 

If a competitor’s notice of oral interview or performance test fails to reach her/him prior to the day of the interview due to a verified postal error, she/he will be rescheduled upon written request. 

The Examination/Employment Application (STD 678) is available at the California Department of Human Resources, local offices of the Employment Development Department, and through your CalCareer account (

If you meet the requirements stated on this bulletin, you may take this examination, which is competitive. Possession of the entrance requirements does not assure a place on the eligible list. Competitors who pass will be ranked according to their scores. 

The Department of State Hospitals reserves the right to revise the examination plan to better meet the needs of the service if the circumstances under which this examination was planned change. Such revision will be in accordance with civil service law and rules and all competitors will be notified.

Examination Locations: When a written test is part of the examination, it will be given in such places in California as the number of competitors and conditions warrant. 

Eligible Lists: Eligible lists established by competitive examination, regardless of date, must be used in the following order: 1) subdivisional promotional, 2) departmental promotional, 3) multidepartmental promotional, 4) servicewide promotional, 5) departmental open, 6) open. When there are two lists of the same kind, the older must be used first. Eligible lists will expire in one to four years unless otherwise stated on this bulletin.

General Qualifications: Competitors must possess essential personal qualifications including integrity, initiative, dependability, good judgment and ability to work cooperatively with others; and a state of health consistent with the ability to perform the assigned duties of the class. A medical examination may be required. In open examinations, investigation may be made of employment records and personal history and fingerprinting may be required.
High School Equivalence: Equivalence to completion of the 12th grade may be demonstrated in any one of the following ways; 1) passing the General Education Development (GED) Test; 2) completion of 12 semester units of college-level work; 3) certification from the State Department of Education, a local school board, or high school authorities that the competitor is considered to have education equivalent to graduation from high school; or 4) for clerical and accounting classes, substitution of business college work in place of high school on a year-for-year basis. 

Career Credits: Career Credits are not granted for examinations adminnistered on an Open basis or Promotional basis.
Reasonable Accommodation
If you need reasonable accommodation or have any questions regarding the online examination process, please contact:

Department of State Hospitals - Selection Services Unit
Monday through Friday, 8am to 5pm (excluding State holidays)
(916) 651-8832
California Relay for the hearing impaired: 

TDD is a Telecommunications Device for the Deaf and is reachable only from phones equipped with a TDD Device.

From a TDD Phone (800) 735-2929
From a Voice Phone (800) 735-2922

Question Title

* Please take a moment and tell us how were you directed to this examination bulletin.