Patient Financial Counselor
Fort Myers, FL - USA
Job Summary
This is on-site position Monday to Friday 8-5pm in our Fort Myers office.
Key Responsibilities
- Serve as the primary point of contact for patients regarding financial obligations insurance coverage and payment options
- Verify insurance benefits and eligibility including commercial Workers Compensation (WC) and Auto Injury claims
- Provide upfront cost estimates and explain patient financial responsibility prior to services
- Manage and follow up on patient balances including collections and payment arrangements
- Coordinate billing processes to ensure accurate and timely claim submission and reimbursement
- Handle Workers Compensation and Auto Injury cases including claim setup authorizations and ongoing account management
- Work closely with billing team to resolve claim denials underpayments and discrepancies
- Maintain compliance with payer guidelines state regulations and practice policies
- Document all patient interactions and financial agreements in the practice management system
- Assist with financial hardship applications and payment plan administration as needed
Qualifications
- Minimum 23 years of experience in medical billing collections or financial counseling preferably in an orthopedic or specialty practice
- Strong knowledge of insurance verification billing processes and reimbursement methodologies
- Experience with Workers Compensation and Auto Injury programs required
- Familiarity with CPT/ICD-10 coding and medical terminology preferred
- Proficiency with electronic medical records (EMR) and practice management systems
- Excellent communication and customer service skills
- Strong attention to detail and problem-solving abilities
Key Competencies
- Patient-focused communication
- Financial counseling and negotiation skills
- Organization and time management
- Analytical thinking and follow-through
- Ability to handle sensitive financial discussions with professionalism and empathy
Work Environment
- Fast-paced orthopedic practice setting
- Frequent interaction with patients providers insurance companies and legal representatives (for WC/Auto cases)
Key Skills
About Company
The recognized leader in comprehensive musculoskeletal care delivery, practice management and value-based orthopedic care.