About The Position

The Financial Specialist delivers excellent, patient-centered service in a medical office setting. The role schedules patient appointments; collects co-payments, pre-payments, and other payments; reviews patient balances; enters charges promptly and accurately; processes referrals; and maintains a comfortable patient wait experience in accordance with practice protocols and UF Health Physicians policies and procedures. The specialist greets patients professionally and provides a patient-friendly point of entry and/or exit. May be required to float to other practices or adjust work time as needed for staffing.

Requirements

  • High school graduate or equivalent.
  • At least one year of financial, business, physician office, or customer service experience; equivalent coursework or an associate degree may substitute for this experience.
  • Knowledge of validating patient demographics and insurance information.
  • Excellent customer relations and phone skills.
  • Comfort collecting payments in a professional manner.
  • Ability to display initiative, multitask, and take on responsibilities.
  • Ability to problem-solve and work as a team member.

Nice To Haves

  • Two years of business, financial, or physician practice experience.
  • Familiarity with CPT and diagnosis coding.

Responsibilities

  • Schedule patient appointments.
  • Collect co-payments, pre-payments, and other payments.
  • Review patient balances.
  • Enter charges promptly and accurately.
  • Process referrals.
  • Maintain a comfortable wait experience for patients in accordance with practice protocols and UF Health Physicians policies and procedures.
  • Greet patients professionally and provide a patient-friendly point of entry and/or exit.
  • Float to other practices or flex work time as needed for staffing.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service