Financial Counselor

US Eye • Sarasota, FL

6d • Hybrid

About The Position

US Eye is a physician-led, patient-centric network of eye care practices providing care in ophthalmology, optometry, dermatology, and facial surgery. The organization operates 50 clinics and five surgery centers, with 95 providers and more than 1,000 team members across Florida, the Carolinas, and Virginia.

The Financial Counselor focuses on patient estimate calculations and pre-service collections, helping patients with financial questions, concerns, and available options before and after treatment. The role may also provide coverage for insurance verification and authorization duties. It includes calculating patient responsibility, generating estimates, contacting patients about amounts due, coordinating financial assistance or financing options, and documenting activities in NextGen. Other duties may include supporting revenue cycle functions, accounts receivable, and denial management during non-peak periods.

This is a full-time hybrid position, Monday through Friday, 8:00 a.m. to 5:00 p.m., with occasional overtime. Travel between locations may be required. The work takes place in a fast-paced, deadline-oriented, confidential department with a usually moderate noise level.

Requirements

• High school graduate or equivalent.
• Proficient in computer use and typing.
• Knowledge of Microsoft Office products, including Word and Excel.
• Excellent customer service skills by phone, in person, and via email.
• Ability to manage multiple ongoing tasks while maintaining professional composure.
• Understanding of insurance and medical terminology.
• Strong analytical skills for identifying and resolving charge-posting and payment errors and payer denials.
• Excellent written and verbal communication skills with a compassionate, patient-centered approach.
• Proficiency with EHR and billing platforms, such as NextGen and Intellichart Pro.
• Exceptional attention to detail, organization, and multitasking ability in a fast-paced environment.
• Ability to travel between locations as necessary.

Nice To Haves

• Bachelor’s degree.
• Expertise in insurance verification, authorization management, financial clearance, and accounts receivable billing functions.

Responsibilities

• Verify insurance eligibility and benefits for scheduled appointments at least one week ahead of service.
• Calculate patient out-of-pocket responsibility using Rivet or other estimation tools.
• Generate accurate, real-time cost estimates for office visits, diagnostics, injections, and surgeries using payer information and practice fee schedules.
• Call patients to discuss financial responsibility due before appointments.
• Coordinate applicable patient assistance applications and financing options.
• Document financial counseling activities in NextGen.
• Respond to calls through the financial counselor phone queue and emails from staff and providers.
• Provide financial counseling in person or remotely.
• Verify prior balances and enter copays or deductibles for consult visits, in-office procedures, and surgeries.
• Follow applicable laws, regulations, contractual obligations, the Compliance Program, and the Code of Conduct.
• Verify eligibility for add-on appointments, including same-day verification when services are scheduled and performed on the same day.
• Use NextGen and payer websites to identify, correct, or verify insurance policies and patient information.
• Contact patients to obtain or update correct insurance information.
• Confirm the correct plan was selected according to the insurance guide, advise patients about provider network participation, and provide feedback to the supervisor.
• Forward new plans to the supervisor for payer file updates and keep NextGen records current.
• Obtain authorizations, referrals, pre-determinations, and other payer pre-service approvals, including approvals for add-on appointments.
• Obtain vision plan authorizations and PCP referrals for HMO plans.
• Obtain prior authorizations or pre-determinations for clinic and facility services and procedures as required by insurance plans.
• Review MDI Pending notifications for imaging orders and obtain required prior authorizations.
• Document authorization, referral, and pre-determination activities in NextGen.
• During non-peak periods, provide additional revenue cycle support, including patient assistance enrollments, shipments and replacement drugs; accounts receivable claim-status work and patient outreach; and targeted denial management.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED