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Financial Counselor I

  • Job
    Full-time
    Junior Level
  • Customer Relations
    Accounting & Tax
  • Orlando

AI generated summary

  • You need a high school diploma, two years in finance/customer service, proficiency in Microsoft Office, typing skills, and at least one year of PC/Windows experience.
  • You will gather patient information, verify insurance benefits, obtain authorizations, explain financial responsibilities, and ensure compliance while providing 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 primary role of a Financial Counselor I?

The primary role of a Financial Counselor I is to assist patients and their families with various services to ensure a clear understanding of the payment collection process and to make it as comfortable as possible.

What qualifications are needed for this 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 products and basic typing skills are also necessary.

Are there any licensing or certification requirements for this position?

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

What kind of customer service is expected in this role?

The role requires a positive and professional approach to customer interactions, effective communication, and a commitment to meeting departmental customer service goals.

What are the essential functions of a Financial Counselor I?

Essential functions include gathering patient financial information, verifying insurance benefits, explaining payment options, collecting payments, and maintaining compliance with financial service policies.

Is experience with electronic systems required?

Yes, the candidate should exhibit competency in using registration systems, electronic verification tools, and web-based resources.

How does the Financial Counselor I contribute to departmental goals?

They contribute by consistently meeting quality assurance standards, departmental goals regarding collections, productivity, and customer service, and by maintaining flexibility in work schedule availability.

What types of patient information will the Financial Counselor I need to collect?

They will need to gather patient/guarantor demographic and financial information, copies of insurance cards, photo identification, and any advance directives as necessary.

Are there opportunities for career advancement in this role?

Yes, the Financial Counselor I position provides opportunities for growth within the Patient Financial Services department, following the completion of training and education requirements.

What kind of training is provided for this position?

The position requires completion of a Patient Financial Services Orientation program, along with annual educational requirements designated by the department.

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.