Patient Financial Counselor

This is on-site position Monday to Friday 8-5pm in our Fort Myers office.

Key Responsibilities

• Serve as the primary point of contact for patients regarding financial obligations, insurance coverage, and payment options
• Verify insurance benefits and eligibility, including commercial, Workers’ Compensation (WC), and Auto Injury claims
• Provide upfront cost estimates and explain patient financial responsibility prior to services
• Manage and follow up on patient balances, including collections and payment arrangements
• Coordinate billing processes to ensure accurate and timely claim submission and reimbursement
• Handle Workers’ Compensation and Auto Injury cases, including claim setup, authorizations, and ongoing account management
• Work closely with billing team to resolve claim denials, underpayments, and discrepancies
• Maintain compliance with payer guidelines, state regulations, and practice policies
• Document all patient interactions and financial agreements in the practice management system
• Assist with financial hardship applications and payment plan administration as needed

Qualifications

• Minimum 2–3 years of experience in medical billing, collections, or financial counseling, preferably in an orthopedic or specialty practice
• Strong knowledge of insurance verification, billing processes, and reimbursement methodologies
• Experience with Workers’ Compensation and Auto Injury programs required
• Familiarity with CPT/ICD-10 coding and medical terminology preferred
• Proficiency with electronic medical records (EMR) and practice management systems
• Excellent communication and customer service skills
• Strong attention to detail and problem-solving abilities

Key Competencies

• Patient-focused communication
• Financial counseling and negotiation skills
• Organization and time management
• Analytical thinking and follow-through
• Ability to handle sensitive financial discussions with professionalism and empathy

Work Environment

• Fast-paced orthopedic practice setting
• Frequent interaction with patients, providers, insurance companies, and legal representatives (for WC/Auto cases)