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Patient Financial Counselor

Position Summary
The Patient Financial Counselor serves as a key liaison between patients, providers, and internal clinical teams to coordinate surgical scheduling while ensuring financial clearance and a seamless patient experience. This role focuses on patient education, insurance verification, and procedural coordination to support timely and compliant surgical care.

Key Responsibilities

• Coordinate and schedule surgical procedures in collaboration with physicians, clinical staff, and hospital departments

• Verify insurance eligibility, obtain prior authorizations, and ensure financial clearance prior to scheduled procedures

• Counsel patients on financial responsibility, coverage details, and payment options related to surgical services

• Communicate pre-operative instructions, timelines, and procedural requirements to patients

• Maintain accurate scheduling and financial documentation within EMR and practice management systems

• Serve as a point of contact for patients regarding scheduling, insurance, and billing-related questions

• Monitor surgical calendars and proactively manage changes, cancellations, and urgent scheduling needs

• Ensure compliance with organizational policies, payer requirements, and regulatory standards

Qualifications

• Prior experience in surgery scheduling, patient access, or healthcare financial counseling

• Strong knowledge of insurance verification, prior authorizations, and medical terminology

• Excellent communication and customer service skills

• Proficiency with EMR and scheduling systems

• Bilingual English and Spanish is a must****

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