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Checkout Coordinator Patient Financial Counselor
Job Location:
Job Location:
Jacksonville, FL - USA
Monthly Salary:
Not provided by the employer
Monthly Salary:
Posted:
27 July 2026 (30+ days ago)
Posted:
Application Deadline:
18 November 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Position Summary
The Checkout Coordinator/Patient Financial Counselor is responsible for providing an exceptional patient experience at the conclusion of each visit while ensuring patients understand their financial responsibilities and insurance benefits. This position serves as the primary point of contact for scheduling follow-up care collecting patient payments reviewing insurance coverage obtaining authorizations when appropriate and educating patients on their financial obligations. The ideal candidate is customer-focused detail-oriented and knowledgeable in medical insurance reimbursement and patient financial counseling.
Essential Duties and Responsibilities
Patient Checkout
Complete patient checkout following each office visit.
Schedule follow-up appointments.
Ensure all follow-up visits have active referrals if needed.
Provide patients with visit summaries and any required instructions.
Patient Financial Counseling
Verify and explain patient insurance benefits including deductibles coinsurance copays and out-of-pocket maximums.
Provide cost estimates for office visits procedures and surgeries.
Educate patients regarding their financial responsibility prior to services being rendered.
Discuss payment options payment plans and financing programs when applicable.
Collect copays deductibles coinsurance prior balances deposits and self-pay amounts.
Accurately post payments and reconcile daily collections according to practice policy.
Maintain patient confidentiality while discussing financial information.
Insurance and Benefits
Review insurance eligibility and benefits.
Explain insurance coverage limitations and exclusions.
Identify services requiring prior authorization and communicate with appropriate staff.
Verify referral requirements and notify patients of any outstanding requirements.
Assist patients in understanding coordination of benefits secondary insurance and self-pay options.
Communicate with insurance companies as needed to clarify benefit information.
Telephone Responsibilities
Answer incoming telephone calls promptly and professionally.
Assist patients with appointment scheduling rescheduling and cancellations.
Respond to patient inquiries regarding appointments insurance benefits billing financial responsibilities and office policies.
Route calls and messages to the appropriate provider or department.
Document telephone encounters accurately in the electronic medical record (EMR).
Return patient calls in a timely manner and provide appropriate follow-up.
Maintain excellent telephone etiquette while delivering exceptional customer service.
Customer Service
Deliver outstanding customer service with professionalism and compassion.
Address patient questions regarding billing insurance and financial policies.
Resolve patient concerns or escalate issues appropriately.
Maintain a positive and welcoming environment while ensuring patient privacy.
Administrative Responsibilities
Document financial counseling discussions within the electronic medical record (EMR).
Maintain accurate patient demographic and insurance information.
Assist with work queues related to insurance verification estimates and collections.
Ensure compliance with HIPAA and organizational policies.
Participate in process improvement initiatives and staff training.
Qualifications
High school diploma or equivalent required.
Minimum of 2 years of experience in a medical office preferably a surgical or specialty practice.
Previous experience with patient financial counseling and insurance benefits verification preferred.
Experience with electronic medical records (EMR) preferably athenahealth.
Knowledge of CPT ICD-10 medical terminology and insurance reimbursement processes preferred.
Knowledge Skills and Abilities
Strong understanding of commercial insurance Medicare Medicaid Workers Compensation and managed care plans.
Knowledge of deductibles coinsurance copays out-of-pocket maximums and benefit verification.
Excellent communication and interpersonal skills.
Strong customer service and conflict resolution abilities.
Ability to explain complex insurance information in an easy-to-understand manner.
Strong organizational skills and attention to detail.
Ability to manage multiple priorities in a fast-paced environment.
Proficiency in Microsoft Office and EMR software.
Physical Requirements
Ability to sit stand and walk throughout the workday.
Ability to use a computer and standard office equipment for extended periods.
Performance Expectations
Consistently provide excellent patient service.
Maintain high accuracy in scheduling benefit verification and payment collection.
Meet practice goals for point-of-service collections.
Protect patient confidentiality and comply with all HIPAA regulations.
Demonstrate professionalism teamwork accountability and integrity in all interactions.
Required Experience:
IC
About Company
North Florida’s largest and most trusted name in surgical care. Whether you’re a physician looking for resources and support or a patient looking for exceptional surgical care, North Florida Surgeons connects you with a trusted network and the tools you need to focus on what matters m ... View more
