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 of property management, accounting, financial record keeping and
5. Knowledge of law governing probate, divorce, annulment, community property, homestead, liens, and conveyance of real property.
6. Knowledge of health and Welfare programs, guardianships, trusts, veterans benefits, unemployment and disability insurance, fraternal order insurance programs, disability income
programs, comprehensive liability insurance and automobile medical reimbursement insurances, Federal Old Age and Survivors’ workers’ compensation, hospitalization insurance, contacts, Medicare and Medi-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. Knowledge of functions and responsibilities of the Patient Benefit and Accounts Branch.
9. Knowledge of procedures followed in administrative hearings and in the lower courts.
10. Knowledge of provisions of the Insurance Code, California Unemployment Insurance Code, Labor
Code Probate Code, Civil Code, and Code of Civil Procedure relating to functions of the Patient Benefit and Accounts Branch.
11. Knowledge of principles of effective training and supervision.
12. Knowledge of services and benefits available to Medicare and Medi-Cal Programs.
14. Knowledge of rules and regulations and administrative procedures by which such programs are
15. Knowledge of a supervisor’s responsibility for promoting equal opportunity in hiring and employee
development and promotion and for maintaining a work environment that is free of discrimination and harassment.
16. Ability to read and write English at a level required for successful job performance.
17. Apply to specific situations the provisions of the Welfare and Institutions Code relating
to patients’ benefits and insurance.
18. Ability to understand and interpret legal and other documents.
19. Ability to conduct informal conferences.
20. Ability to negotiate equitable programs for payment of charges and settlement of claims.