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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
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Coordinate and schedule surgical procedures in collaboration with physicians, clinical staff, and hospital departments
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Verify insurance eligibility, obtain prior authorizations, and ensure financial clearance prior to scheduled procedures
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Counsel patients on financial responsibility, coverage details, and payment options related to surgical services
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Communicate pre-operative instructions, timelines, and procedural requirements to patients
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Maintain accurate scheduling and financial documentation within EMR and practice management systems
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Serve as a point of contact for patients regarding scheduling, insurance, and billing-related questions
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Monitor surgical calendars and proactively manage changes, cancellations, and urgent scheduling needs
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Ensure compliance with organizational policies, payer requirements, and regulatory standards
Qualifications
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Prior experience in surgery scheduling, patient access, or healthcare financial counseling
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Strong knowledge of insurance verification, prior authorizations, and medical terminology
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Excellent communication and customer service skills
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Proficiency with EMR and scheduling systems
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Bilingual English and Spanish is a must****
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