POSITION OVERVIEW

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
Location:392 Rinehart RD; Suite 2030, Lake Mary, Fl 32746
Schedule:M-T 8AM-5PM F:8AM-2:30PM
Responsibilities:

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.

• 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.
Qualifications: