Financial Counselor I, OH Abulatory Imaging

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:

• 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.

Other Related Functions

• 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.

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.

Permanent