Position Summary Position Summary The Financial Counselor assists patients and their families with a host of services to ensure that the process of collecting payments is fully explained and is as comfortable as possible. Responsibilities Essential Functions • Understands 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. Qualifications Education/Training • High School or equivalent. • Must complete Patient Financial Services Orientation program and annual educational requirements. Experience • 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.
Education/Training • High School or equivalent. • Must complete Patient Financial Services Orientation program and annual educational requirements. Experience • 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.
Essential Functions • Understands 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.