Financial Specialist - Clinic | Eye Center - the Oaks | Full-Time | Days

About the role

Deliver excellent patient-centered service in a medical office setting by managing appointments, payments, referrals, and patient interactions while adhering to practice protocols and UF Health Physicians policies and procedures. This role serves as a professional and welcoming point of entry for patients and may require floating to other practices or adjusting schedules as needed for staffing.

Responsibilities

• Schedule and coordinate patient appointments in accordance with practice protocols.
• Collect co-payments, pre-payments, and other patient financial responsibilities.
• Review patient account balances and communicate financial information professionally and compassionately.
• Enter charges accurately and in a timely manner.
• Process referrals and related documentation.
• Greet and assist patients in a professional, courteous, and patient-focused manner.
• Serve as a welcoming point of entry and exit for patients and visitors.
• Maintain a comfortable, efficient, and positive waiting room experience.
• Adhere to practice protocols and UF Health Physicians policies and procedures.
• May be required to float to other practice locations or work flexible schedules to support staffing and operational needs.

Requirements

• High school diploma or equivalent required.
• Minimum of one (1) year of experience in a financial, business, physician office, or customer service environment required.
• Two (2) years of experience in a business, financial, or physician practice setting preferred.
• Experience validating patient demographics and insurance information is required.
• An associate degree or equivalent coursework may substitute for the required one (1) year of experience.

Skills

• Strong customer service and communication skills.
• Ability to multitask and work efficiently in a fast-paced healthcare environment.
• Strong attention to detail and organizational skills.
• Ability to maintain professionalism and confidentiality when interacting with patients, families, and staff.
• Excellent customer service, interpersonal, and telephone communication skills.
• Knowledge of CPT and diagnosis coding is preferred.
• Ability to collect patient payments professionally and courteously.
• Demonstrated ability to take initiative, multitask, prioritize responsibilities, and work independently.
• Strong problem-solving skills and the ability to work effectively as part of a team.