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Job Details

Patient Financial Representative

Location: 12801 Westlinks Drive, Fort Myers, FL
Department: Care Management
Categories: Allied Health, Clerical
Type: Full-Time
Shift: 8:00 AM-4:30 PM
Schedule: Days


As a first point of access for Post-Acute Services with Lee Memorial Health System customers and steak holders, this position completes and assists with insurance verification, authorization, transfer paperwork and financial screening to secure maximum reimbursement for the Health System and community stakeholders. The position requires above average ability to calculate, communicate and coordinate benefits for all Post-acute service lines including but not limited to Inpatient Rehabilitation, Skilled Nursing Facilities and Home Health Services. These individuals are also responsible for screening for possible assistance through government and/or financial assistance programs. This position is also responsible for confirming patient identity and uses Epic and on-line resources to ensure Medicare medical necessity and proper payors for service. This job requires the ability to be multi-task oriented while using critical thinking skills to appropriately handle complexity and stress while displaying excellent customer service at all times. These team members also assist with departmental training and act as lead resource for staff in the absence of management.


Educational Requirements

Degree/Diploma ObtainedProgram of StudyRequired/
High School Diploma or EquivalentRequiredor

Additional Requirements

Post high school training required. Associates Degree or in the process of obtaining degree preferred.

Experience Requirements

Minimum Years RequiredArea of ExperienceRequired/
1 YearCustomer ServiceRequiredand
2 YearsHealthcareRequiredor
2 YearsSchedulingRequired

Additional Requirements

Experience with Epic preferred.

State of Florida Licensure Requirements

Not Required

Certifications/Registration Requirements