Financial Counselor I - South Lake (Night Shift)

Orlando Health•Clermont, FL

55d

About The Position

The Financial Counselor assists patients and their families with services that make the payment-collection process clear and as comfortable as possible. The role gathers and enters patient and guarantor information, explains insurance benefits and payment options, obtains authorizations and signatures, and collects amounts due. It also involves registration, cashiering, records, patient valuables, documentation, pre-registration, statistical logs, and meeting quality, productivity, collections, customer-service, compliance, and education requirements. The position is at Orlando Health South Lake Hospital in Clermont, Florida. The listed shift is 7:00 p.m. to 7:30 a.m. Wednesday through Friday. The hospital is part of Orlando Health, which describes benefits including career-growing free education programs and well-being services, with benefits beginning on day one.

Requirements

High school diploma or equivalent.
Two years of experience in a financial, business office, or customer service environment.
Proficiency with Windows Microsoft Office products, including Word, Excel, and PowerPoint.
Typing proficiency.
One year of PC/Windows experience.
Must complete the Patient Financial Services Orientation program and annual educational requirements.

Responsibilities

Provide exemplary customer service and communicate professionally and effectively with customers and team members.
Gather and accurately enter patient and guarantor demographic and financial information.
Contact primary care or admitting physicians to obtain authorizations, diagnoses, and procedure details as needed.
Explain necessary forms and obtain patient or guarantor signatures.
Contact payers to verify benefits and obtain required authorizations.
Explain insurance benefits and collect copayments, deductibles, self-pay portions, and related professional-care payments when appropriate.
Document authorization and benefit information in the registration system.
Assemble patient records and obtain relevant documents, including insurance cards, photo identification, and advance directives.
Apply basic knowledge of third-party reimbursement requirements and regulations.
Use registration systems, electronic verification tools, and web-based resources competently.
Follow self-pay policies, including completing Guarantor Financial Statement Applications, explaining payment options, and collecting amounts due.
Follow cash-handling policies and perform basic cashiering functions.
Collect and inventory patient valuables according to policy.
Maintain a basic understanding of medical-necessity screening and related systems.
Perform pre-registration activities, including contacting physician offices, payers, and patients or guarantors as needed.
Maintain departmental logs for statistical reporting.
Meet Patient Access and departmental quality-assurance standards and goals for collections, productivity, and customer service.
Maintain flexibility in work-schedule availability to meet departmental needs.
Meet applicable federal, state, and hospital compliance requirements and follow Orlando Health policies and procedures.
Maintain reasonably regular and punctual attendance consistent with applicable policies and laws.
Attend and participate in staff and other assigned meetings.
Review and adhere to Patient Financial Services and departmental education initiatives, and complete annual recertification and education requirements.
Assist the manager in planning and organizing department activities.