Financial Counselor - Pre Authorization

Financial Counselor

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 as comfortable as possible. Responsibilities include understanding the importance Orlando Health places on providing exemplary customer service, demonstrating a positive and professional approach, efficiently and accurately gathering and inputting patient/guarantor demographic and financial information, contacting primary care or admitting physicians to obtain authorizations, diagnosis, and procedure details as necessary, explaining necessary forms and obtaining signatures from patient/guarantor, contacting appropriate payers to verify benefits and obtain necessary authorizations, explaining insurance benefits and collecting co-pays, deductibles, and self-pay portions due, collecting for related professional care when appropriate, documenting authorization and benefit information in the registration system, assembling patient records and obtaining copies of relevant documents including insurance cards, photo identification cards, and any advance directives, demonstrating a basic knowledge of third party reimbursement requirements and regulations, exhibiting competency in the use of all registration systems, electronic verification tools, and web-based resources, following Patient Financial Services self-pay policies including completion of Guarantor Financial Statement Application, explanation of payment options, and collections of monies due, following Patient Financial Services policies related to cash handling, performing basic individual cashiering functions, collecting and inventorying patient valuables following policy guidelines, maintaining a basic understanding of the medical necessity screening process and appropriate systems, performing appropriate pre-registration functions including calling physician offices, insurance payers, and the patient/guarantor, as necessary, maintaining departmental logs for statistical reporting, consistently meeting Quality Assurance standards set by Patient Access and the department, meeting departmental goals regarding collections, productivity, and customer service, maintaining flexibility in work schedule availability that allows the department to change/modify work schedule to meet departmental needs, meeting federal, state, and hospital requirements related to compliance issues, maintaining reasonably regular, punctual attendance consistent with Orlando Health policies, the ADA, FMLA, and other federal, state, and local standards, maintaining compliance with all Orlando Health policies and procedures, attending and participating in department staff meetings and attending other meetings as assigned, responsible for reviewing and adhering to all Patient Financial Services and departmental education initiatives, meeting all corporate and Patient Financial Services annual recertification and education requirements, assisting his/her manager in planning and organizing department activities.

Education/Training: High School or equivalent. Must complete Patient Financial Services Orientation program and annual educational requirements. Licensure/Certification: None. 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.