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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****
