Patient Financial Advisor

Winter Park
Competitive Salary + Benefits
Feb 22, 2018
Apr 23, 2018
Contract Type
Full Time

Patient Financial Advisor


POSITION: Patient Financial Advisor

RESPONSIBLE TO: Reception Supervisor or Branch Manager

JOB SUMMARY: Review daily schedule of upcoming appointments for patients with out-of-pocket expenses.  Meet with patients to review estimate of out-of-pocket expenses and provide payment options.  Address patient balance questions as they occur during the check in process.



  • High school diploma required
  • Advanced degree or Certification preferred


  • Three plus years of work experience in a physician practice/hospital
  • Experience collecting patient balances
  • Strong understanding of insurance benefits and calculation of patient responsibility
  • Knowledge of CPT codes and basic medical terminology
  • Knowledge of practice management and electronic health record software
  • Strong organizational skills and attention to detail
  • Ability to perform multiple and diverse tasks simultaneously
  • Excellent verbal and communication skills required
  • Professional image (dress, manner, tone, attitude)
  • Positive and confident image
  • Excellent customer service skills required
  • A degree of creativity and latitude required
  • Strong computer skills, knowledge of MS office products

Responsibilities include, but are not limited to, the following:

  • Review daily schedule to identify potential bottlenecks and patients that are not a high priority to visit
  • Monitor daily schedule to ensure patients with potential out-of-pocket responsibility are visited in a timely manner
  • Following patient visit review superbill and calculate patient’s out-of-pocket responsibility utilizing estimator software
  • Greet patients in a warm and friendly manner
  • In a pleasant, engaging and timely manner explain out-of-pocket expenses and review possible payment options
  • Address patient questions or concerns tactfully and timely
  • Collect and process payment from patient or review non-payment policy
  • Maintain collection statistics; identify and report trends to management.
  • Following company protocol document patients that require further follow up
  • Review daily schedule for patients who did not pay estimates on previous visits, investigate accounts and determine how to handle patients at upcoming visit
  • Reconcile daily payment processing report
  • Meet with patients to address questions regarding outstanding balances

General Administration

  • Maintain detailed knowledge of practice management, electronic health record and other computer software as it relates to job functions
  • Attend continuing education courses as requested
  • Work hours coincide with provider schedules

Supervisory Responsibilities

This job has no supervisory responsibilities.

Typical Physical Demands

Work may require standing and walking for long periods of time, and also stooping, bending and stretching for files and supplies.  Position requires manual dexterity sufficient to operate a keyboard, operate a computer, telephone, calculator, copier, and such other office equipment as necessary.  Position also requires viewing computer screens and typing for long periods of time, and working in an environment which may be stressful. 

Typical Working Conditions

Normal office environment.

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