Financial Counselor - South Lake ED

Orlando Health•Clermont, FL

18d•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. Orlando Health South Lake Hospital is a community-focused acute-care hospital serving Lake County since 1947, located in Clermont, Florida. It is a 235-bed facility with recent expansion and renovation, featuring a new five-story patient tower. Areas of specialty include cardiovascular care, minimally invasive and robotic surgery, neurosciences, obstetrics and women’s health, orthopedics, and emergency services. The campus also includes the Orlando Health South Lake Hospital Center for Women and Babies, Orlando Health South Lake Hospital Center for Specialty Surgery, SkyTop View Rehabilitation Center and Orlando Health National Training Center. Orlando Health South Lake has received numerous accolades, including being named among 100 Top Hospitals® for 2025 by Premier/Fortune, high performing ratings in U.S. News & World Report 2024-25 Best Hospitals rankings, and earned 2024 Top Teaching Hospital and 14 consecutive “A" Safety Grades from The Leapfrog Group. Orlando Health is a system of care that spans Florida’s east to west coasts, Central Alabama and Puerto Rico. The dedicated team members honor a 100-year legacy by providing professional and compassionate care to patients, families, and communities. Orlando Health is committed to providing benefits that go beyond the expected, with career-growing FREE education programs and well-being services to support employees and their families through every stage of life. Benefits begin on day one, and flexibility is offered wherever possible.

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.
Demonstrates a basic knowledge of third party reimbursement requirements and regulations.
Exhibits competency in the use of all registration systems, electronic verification tools and Web based resources.
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.
Meets departmental goals regarding collections, productivity and customer service.
Maintains flexibility in work schedule availability that allows department to change/modify work schedule to meet departmental needs.
Meets federal, state and hospital requirements related to compliance issues.
Maintains reasonably regular, punctual attendance consistent with Orlando Health policies, the ADA, FMLA and other federal, state and local standards.
Maintains compliance with all Orlando Health policies and procedures.
Attends and participates in department staff meetings and attends other meetings as assigned.
Responsible for reviewing and adhering 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.