Evening Patient Financial Counselor I

Orlando Health, Inc.; Orlando (FL); On-site; USD 26,000 - 34,000; Full time

Job summary

Orlando Health, Inc. in Clermont, Florida, is seeking a Financial Counselor to assist patients and families with payment options and to explain the collection process.

The role emphasizes accurate registration, benefits verification, and timely communication with payers and physicians. The position supports high-quality customer service, processes co-pays and self-pay balances, and ensures compliance with department policies during a 7:00pm–7:30am shift, Fri–Sun.

Qualifications

• Two (2) years’ experience in a financial, business office, or customer service environment.
• Proficient in Windows Microsoft Office-based products (Word, Excel, PowerPoint).
• Typing proficiency.
• One (1) year PC/Windows experience.

Responsibilities

• 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.

Skills

Customer service

Typing

MS Office

Windows proficiency

Education

High School Diploma

Patient Financial Services Orientation

Tools

Microsoft Office

Windows

Job description

Orlando Health, Inc. in Clermont, Florida, is seeking a Financial Counselor to assist patients and families with payment options and to explain the collection process.

The role emphasizes accurate registration, benefits verification, and timely communication with payers and physicians. The position supports high-quality customer service, processes co-pays and self-pay balances, and ensures compliance with department policies during a 7:00pm–7:30am shift, Fri–Sun.