What are the responsibilities and job description for the Finance Associate position at Afdent MSO LLC?
Finance Associate
Non-Exempt
Position Summary:
Finance Associate is responsible for discussing financial options with patients, and to relay the best payment options for the patients? treatment. Will utilize Open Dental software system to monitor patients? arrival and notes pertaining to the patient account. Process the payment option for the visit of the patient. Complete forms for payment plan and answer questions patients may have related to financial matters and loans. Has the ability to negotiate and handle challenging conversations with patients regarding financial payment plan options.
Job Responsibilities:
- Provide above and beyond customer service to our patients
- Interact with patients in person to discuss financial options; educate patients regarding financial options per the treatment plan and estimate totals including insurance deductions
- Answer questions and resolve concerns of patients regarding payment plan options
- Determine and facilitate the best option of payment plan for the patient through the use of resources, tools, and patient feedback
- Utilize Open Dental Software to track patients? arrival and meeting requests
- Review files, records, and other documents to obtain information to respond to requests
- Execute financial transactions for a variety of dental procedures
- Process inhouse CareCredit for patients if eligible to utilize our services
- Answer internal phone calls or patient calls pertaining to their finance plan
- Complete forms for payment plans
- Interact with multiple departments to investigate balances of patient accounts or questions regarding treatment plan
- Educates patients on their insurance benefits relative to payment plan
- Helps coordinate treatment with our clinical staff
- Prepare cash for deposit or disbursement and documents payments in ledger
- Assist with other duties and projects as assigned