About The Position

Financial Specialists serve as the first step within the Revenue Cycle and play a critical role in ensuring the organization’s financial success and patient satisfaction. Accurate information collected and entered at the point of service supports clean claims, timely reimbursement, and a positive patient experience.

Requirements

  • High school graduate or equivalent is required. A college degree or related coursework is preferred.
  • Three (3) or more years of experience with third-party payors in a business office and/or with a healthcare provider, healthcare-related business, insurance organization, or a related industry is required.
  • Related experience gained while working at Shands may be substituted for the required experience only if: The experience is related to patient demographics, admissions financial arrangements, billing and collections, patient records processing, or a combination thereof; and
  • The experience included direct public contact.
  • Ability to make timely and accurate judgment decisions
  • Effective communication skills when interacting with healthcare professionals
  • Ability to work independently with minimal direct supervision
  • Exceptional verbal, analytical, and written communication skills
  • Adaptable, tactful, and able to work effectively under pressure
  • Demonstrated understanding of the importance of a “first impression” role, including appropriate dress, attitude, and professionalism

Nice To Haves

  • Working knowledge of medical and insurance industry terminology (preferred)
  • Proficiency in computer applications and the ability to work across multiple systems (preferred)

Responsibilities

  • Collect, validate, and enter accurate patient demographic and insurance information
  • Complete patient registration prior to or upon patient arrival
  • Verify insurance coverage and benefits
  • Secure required signatures on regulatory and compliance documents
  • Obtain necessary referrals, pre-certifications, and/or authorizations, as required
  • Provide financial counseling and refer patients to appropriate resources for financial assistance
  • Calculate patient financial responsibility and provide cost estimates
  • Collect patient payments and accurately post transactions in EPIC
  • Maintain and balance the EPIC cash drawer on a daily basis
  • Monitor and maintain assigned EPIC work queues
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