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Financial Counselor I

3 months ago

St Petersburg, United States Bayfront Health Full time

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.
  • 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.