Financial Counselor I

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.

Work Location: Baptist Health Cardiovascular Associates, 3980 Colonnade Pkwy, Birmingham, AL 35243, Near Brookwood Hospital

Responsibilities:

• Understand the importance Orlando Health places on providing exemplary customer service and perform job functions to meet department customer service goals.
• Demonstrate a positive and professional approach and communicate effectively with customers and team members.
• Efficiently and accurately gather and input patient/guarantor demographic and financial information.
• Contact Primary Care or Admitting Physician to obtain authorizations, diagnosis, and procedure details as necessary.
• Explain necessary forms and obtain signatures from patient/guarantor.
• Contact appropriate payers, verify benefits, and obtain necessary authorizations.
• Explain insurance benefits and collect co-pays, deductibles, and self-pay portions due.
• Collect for related professional care when appropriate.
• Document authorization and benefit information in registration system.
• Assemble patient record and obtain copies of relevant documents including insurance cards, photo IDs, and advance directives.
• Demonstrate basic knowledge of third-party reimbursement requirements and regulations.
• Use registration systems, electronic verification tools, and web resources competently.
• Follow Patient Financial Services policies, including completion of Guarantor Financial Statement Application, explanation of payment options, and collections of monies due.
• Handle cash in accordance with policies.
• Perform basic cashiering functions.
• Collect and inventory patient valuables following policy guidelines.
• Understand the medical necessity screening process and systems.
• Perform pre-registration functions, including communication with physician offices, insurance payers, and patients/guarantors.
• Maintain departmental logs for statistical reporting.
• Meet Quality Assurance standards and departmental goals regarding collections, productivity, and customer service.
• Maintain flexibility in work schedule to meet departmental needs.
• Comply with federal, state, and hospital requirements related to compliance and policies.
• Maintain regular, punctual attendance according to policies and standards.
• Adhere to all Orlando Health policies and procedures.

Other Related Functions:

• Attend and participate in department meetings and other assigned meetings.
• Review and adhere to all Patient Financial Services and departmental education initiatives.
• Complete all recertification and education requirements annually.
• Assist managers in planning and organizing department activities.

Qualifications:

Education/Training: High School diploma or equivalent. Complete Patient Financial Services Orientation and annual educational requirements.

Licensure/Certification: None required.

Experience: At least two (2) years of experience in a financial, business office, or customer service environment. Proficient in Windows Microsoft Office products (Word, Excel, PowerPoint). Typing proficiency. One (1) year of PC/Windows experience.