Financial Counselor I

Orlando Health•Orlando, FL

12h•Onsite

About The Position

The Financial Counselor assists patients and their families with a host of services to ensure that the process of collecting payments is fully explained and is as comfortable as possible. This role emphasizes providing exemplary customer service, maintaining a positive and professional approach, and communicating effectively with customers and team members.

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

Gathers and inputs patient/guarantor demographic and financial information efficiently and accurately.
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.
Follows Patient Financial Services self-pay policies including completion of Guarantor Financial Statement Application, explanation of payment options and collections of monies due.
Follows Patient Financial Services policies related to cash handling.
Performs basic individual cashiering functions.
Collects and inventories patient valuables following policy guidelines.
Maintains basic understanding of the medical necessity screening process and appropriate systems.
Performs appropriate pre-registration functions including calling physician offices, insurance payers and the patient/guarantor, as necessary.
Maintains departmental logs for statistical reporting.
Consistently meets Quality Assurance standards set by Patient Access and the department.
Attends and participates in department staff meetings and other assigned meetings.
Reviews and adheres to all Patient Financial Services and departmental education initiatives.
Meets all corporate and Patient Financial Services annual recertification and education requirements.
Assists his/her manager in planning and organizing department activities.