Patient Finance Specialist

Patient Finance Specialist Jackson Health System is a nationally and internationally recognized academic medical system offering world-class care to any person who walks through our doors. For more than 100 years, Jackson has evolved into one of the world's top medical providers for all levels of care, no matter if it's for a routine patient visit or for a lifesaving procedure. With more than 2,000 licensed beds, we are also proud of our role as the primary teaching hospital for the University of Miami Miller School of Medicine. Here, the best people come together to deliver Jackson's mission for our diverse communities. Our employees are committed to providing the best CARE by demonstrating compassion, accountability, respect, and expertise in everything we do. The Patient Finance Specialist is responsible for timely and accurate patient registration. Interviews patients for all pertinent account information and verifies insurance coverage. Responsibilities include: Interviewing patients and or family/relative or other responsible party at workstation or at bedside to obtain all necessary account information. Performing bedside registration utilizing carts/computers on wheels. Obtaining patient demographic information with insurance and financial information. Searching MPI (Master Patient Index) completely and assigning the correct medical record number. Notifying the supervisor or designate of any medical record numbers. Verifying all insurance and obtaining pre-certification/authorization for services, as warranted. Obtaining proper authorization for treatment and approved codes from insurance carriers. Assigning insurance plan accurately. Calculating and collecting patient liable amounts. Explaining policies regarding services rendered according to JHS collection policies. Receiving and processing all patient payments in accordance with JHS Collections Policy and Procedure-issuing receipts and maintaining the integrity of all payments. Securing all required signatures are obtained for treatments, release of medical information, assignment of insurance benefits and payments of services from legally responsible parties. Obtaining copies of necessary patient identification and insurance cards. Scanning all documents timely. Answering any questions and explaining policies clearly. Assisting patients and or family/relative with appointment scheduling, as warranted. Processing patient charts according to paperwork flow needs and established productivity standards. Producing paperwork on each patient for distribution to appropriate departments. Aligning pertinent documents for establishing the patients' medical record and financial file. Welcoming patients and family members in a professional manner. Contacting clinical staff for emergency medical needs and answering patient and visitor questions. Informing patient of or their representative of delinquent accounts and attempt to obtain payment. Checking for physician orders and attaching them to the patient medical records to ensure that patient is receiving appropriate tests. Guiding patient to his/her destination or referring patient to an available Guest Services Representative. Responsible for timely bed assignment in to ensure patient are placed in appropriate unit based on established criteria. Working closely with unit managers to problem solve issues related to transfers to or from external facilities. Reviewing insurance contract matrix to verify appropriate hospital placement in accordance with the patient's insurance plans. Attending in-services presentations and completing mandatory education, as warranted. Attending minimum of 80% of scheduled staff meetings. Demonstrating behaviors of service excellence and CARE values (Compassion, Accountability, Respect and Expertise). Performing all other related job duties as assigned. Experience: Generally, requires 0 to 3 years of related experience. Education: High school diploma is required. Bachelor's degree in related field is strongly preferred. Skill: Ability to analyze, organize and prioritize work accurately while meeting multiple deadlines. Ability to communicate effectively in both oral and written form. Ability to handle difficult and stressful situations with critical thinking and professional composure. Ability to understand and follow instructions. Ability to exercise sound and independent judgment. Knowledge and skill in use of job appropriate technology and software applications. Credentials: Valid license or certification is required as needed, based on the job or specialty. Unit Specific Credential: Working Conditions and Physical Requirements: Job function is sedentary in nature and requires sitting for extended periods of time. Function may require frequent standing or walking. Must be able to lift or carry objects weighing up to 20 pounds. Jobs in this group are required to have close visual acuity to perform activities such as: extended use of computers, preparing and analyzing data and analytics, and other components of a typical office environment. Additional information and provision requests for reasonable accommodation will be provided by the home unit/department in collaboration with the Reasonable Accommodations Committee (RAC). Environmental Conditions: Jobs in this group are required to function in a fast paced environment with occasional high pressure or emergent and stressful situations. Frequent interaction with a diverse population including team members, providers, patients, insurance companies and other members of the public. Function is subject to inside environmental conditions, with occasional outdoor exposures. Possible exposure to various environments such as: communicable diseases, toxic substances, medicinal preparations and other conditions common to a hospital and medical office environment. May wear Personal Protective Equipment (PPE) such as gloves or a mask when exposed to hospital environment outside of office. Reasonable accommodations can be made to enable people with disabilities to perform the described essential functions. Additional information and provision requests for reasonable accommodation will be provided by the home unit/department in collaboration with the Reasonable Accommodations Committee (RAC).

Created: 2026-03-05