Position Summary:
Responsibilities:
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.
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
