Patient Financial Counselor

Location: Florida Oncology and Hematology Pay Range: $18.93 - $31.56 A Financial Counselor serves as the liaison between the patient and the practice by coordinating payments, assistance, monitoring patient balances, and streamlining communication of the financial responsibilities of our patients. Performs the quality control function for pre‑certification and prior authorization. The Financial Counselor ensures the patients’ insurance benefits are kept up to date in the electronic medical records (EMR) and billing software while also verifying the patient’s services meet insurance coverage appropriateness. Primary Job Duties & Responsibilities Monitors and coordinates internally and externally with the insurance company on the pre‑certification and prior authorization processes, including peer‑to‑peer and appeals, seeking support from provider or pharmacy team when applicable. Reviews assigned patient(s) and/or physician schedules for upcoming visits and/or treatment to establish patient financial responsibility. Reviews patients’ treatment plans and identifies whether insurance benefit coverage is active and patient fiscal responsibility; all unplanned exceptions are communicated to provider immediately. Identifies and reviews new treatment orders, generates an estimate of service, and reviews it with patient explaining insurance benefits and fiscal responsibility. Obtains necessary information from patient for assistance income guidelines when applicable. Identifies and reviews patient ageing balances and establishes proper arrangements with the patient to address outstanding balance(s). Discusses and explains forms and paperwork needed such as waivers, treatment estimates, payment plans, assistance applications, etc. Communicates openly and routinely throughout the workday with providers, nursing staff, PSS staff, UM team and coworkers through Teams, phone calls, emails and in person to discuss fiscal responsibility and other items as needed. Works closely with outside entities to ensure full collaboration and completion of forms and items needed in a timely and sometimes urgent manner. Assists patient(s) with completing necessary paperwork for assistance and other grant‑funded programs in order to secure financial aid for treatment and services. Maintains understanding of patient assistance programs and grant services processes to ensure adequate application, placement, and coordination with financial aid counseling team. Understands and complies with all Federal and State laws and regulations pertaining to patient care, rights, safety, billing, and collections. Will be expected to work overtime when given sufficient notice of required overtime. Keeps work area and records neat and orderly. Maintains all company equipment in a safe and working order. Adheres to all AON and departmental policies and procedures, including Revenue cycle policies and procedures. Performs other duties and projects as assigned. Job Qualifications and Requirements Education: High school Diploma or GED required. Certifications / Licenses: None specifically required. Experience: Minimum of two years prior experience in a healthcare field, preferably in a clinical or business office setting. Prior healthcare customer service experience. Knowledge of medical terminology. Experience with medical insurance verification. Experience verifying pre‑certification and/or prior authorization with medical insurance. Excellent verbal and written communication skills. Proven knowledge of medical terminology, ICD‑9, ICD‑10, and CPT codes. Prior cash handling and monetary collection experience. Ability to calculate and collect patients’ responsibility and insurance co‑pay/coinsurance. Core Capabilities Analysis & Critical Thinking: Problem solving, analysis, decision‑making, planning, time management and organizational skills. Detail‑oriented with independent judgment. Interpersonal Effectiveness: Emotional intelligence, diplomacy, tact, conflict management, delegation skills and diversity awareness. Handles sensitive and confidential material. Communication Skills: Good command of English; second language an asset. Active listening and balanced feedback. Customer Service & Organizational Awareness: Strong customer focus and collaboration across stakeholders. Self‑Management: Manages own time, priorities, stress and professional development. Works independently with limited supervision. Operates effectively in a fast‑paced, multi‑site environment with competing priorities. Computer Skills Proficient in MS Office Word, Excel, PowerPoint, Outlook. Ability to use multiple screens, navigate multiple applications and switch between workflows. Travel 0% Standard Core Workdays / Hours Monday to Friday 8:00AM – 5:00PM. Occasional overtime may be required, with weekend shifts based on location hours and operational needs. Benefits Competitive compensation package including comprehensive health insurance. 401(k) with 100% match and investment options for full‑time and part‑time staff. Generous Paid Time Off (PTO) program. Professional development and tuition assistance programs. #J-18808-Ljbffr AON Central Services, LLC