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Financial Counselor - Patient Access

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Orlando Health

9d ago

  • Job
    Full-time
    Junior Level
  • Customer Relations
    Healthcare
  • Orlando

AI generated summary

  • You need a high school diploma, two years in finance or customer service, Microsoft Office proficiency, typing skills, and one year of PC experience. Completion of specific training is also required.
  • You will gather and input patient information, verify benefits, explain insurance details, collect payments, and maintain records while ensuring compliance and delivering exceptional customer service.

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

  • Understand 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.

FAQs

What is the role of a Financial Counselor at Orlando Health Arnold Palmer Hospital for Children?

The Financial Counselor assists patients and their families with understanding payment processes, gathers financial information, verifies insurance benefits, and collects payments to ensure a comfortable experience during their healthcare journey.

What qualifications are required for the Financial Counselor position?

A high school diploma or equivalent is required, along with two years of experience in a financial, business office, or customer service environment. Proficiency in Microsoft Office and typing skills are also necessary.

Is there any licensure or certification needed for this role?

No specific licensure or certification is required for the Financial Counselor position.

What kind of training will I receive as a Financial Counselor?

You will complete the Patient Financial Services Orientation program and annual educational requirements to ensure you are equipped to perform your duties effectively.

What are the working hours for this position?

The Financial Counselor position is full time with varying shifts.

Does this role involve cash handling?

Yes, the position includes basic individual cashiering functions and following cash handling policies.

How does the Financial Counselor contribute to customer service goals?

The Financial Counselor demonstrates a positive and professional approach, communicates effectively, and performs job functions in a manner that helps meet the department’s customer service goals.

Are there opportunities for professional development in this position?

Yes, this position includes attending department staff meetings and participating in educational initiatives as part of professional development.

What is the location of this job?

The job is located at Orlando Health Arnold Palmer Hospital for Children in Orlando, Florida.

Is prior experience in healthcare necessary for this position?

While not explicitly required, experience in a financial, business office, or customer service environment is necessary, and familiarity with healthcare processes may be beneficial.

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Orlando Health

A trusted leader inspiring hope through the advancement of health.

Science & Healthcare
Industry
10,001+
Employees
1918
Founded Year

Mission & Purpose

Orlando Health is a not-for-profit healthcare organization with $7.6 billion of assets under management that serves the southeastern United States. Headquartered in Orlando, Florida, the system was founded more than 100 years ago.