Financial Counselor - South Lake Outpatient

Orlando Health•Clermont, FL

61d

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 provides customer-focused support, gathers and records patient and guarantor information, verifies insurance benefits and authorizations, explains payment responsibilities, and collects amounts due. It also supports patient registration, cashiering, record assembly, pre-registration, and compliance with Patient Financial Services and hospital policies.

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.
Complete the Patient Financial Services Orientation program and annual educational requirements.

Responsibilities

Provide exemplary customer service and communicate professionally with patients, families, 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 required forms and obtain patient or guarantor signatures.
Contact payers to verify benefits and obtain necessary authorizations.
Explain insurance benefits and collect co-pays, 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.
Follow Patient Financial Services 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 the systems used for it.
Perform pre-registration tasks, including contacting physician offices, payers, and patients or guarantors as needed.
Maintain departmental logs for statistical reporting and meet Patient Access and department Quality Assurance standards.
Meet departmental collection, productivity, and customer-service goals.
Maintain schedule flexibility to accommodate departmental needs.
Meet federal, state, and hospital compliance requirements and follow Orlando Health policies and procedures.
Maintain reasonably regular and punctual attendance in accordance with applicable policies and laws.
Attend department and other assigned meetings; review and follow Patient Financial Services and departmental education initiatives.
Complete corporate and Patient Financial Services annual recertification and education requirements.
Assist the manager with planning and organizing department activities.