Financial Counselor I

Orlando Health•Doctor Phillips, FL

3d•Onsite

About The Position

As a Financial Counselor, you’ll be the first point of contact for patients navigating the financial aspects of their care. You’ll provide clear, empathetic guidance on payment options, insurance coverage, and billing processes—ensuring a smooth and supportive experience during each visit.

Requirements

High School or equivalent.
Must complete Patient Financial Services Orientation program and annual educational requirements
Two (2) years’ experience in a financial, business office, or customer service environment required.
Proficient in Windows Microsoft Office-based products (Word, Excel, PowerPoint).
Typing proficiency.
One (1) year PC/Windows experience.

Responsibilities

Understands the importance Orlando Health places on providing exemplary customer service and performs job functions in a manner that helps meet the department customer service goals.
Demonstrates a positive and professional approach and communicates effectively with customers and team members at all times.
Efficiently and accurately gathers and inputs patient/guarantor demographic and financial information
Contacts Primary Care or Admitting Physician to obtain authorizations, diagnosis, and procedure detail as necessary.
Explains necessary forms and obtains signatures from patient/guarantor.
Contacts appropriate payers, verifying benefits and obtaining necessary authorizations.
Explains insurance benefits and collects co-pays, deductibles and self-pay portions due.
Collects for related professional care when appropriate.
Documents authorization and benefit information in registration system.
Assembles patient record and obtains copies of relevant documents including insurance cards, photo identification cards and any advance directives.