Financial Coordinator

Job Purpose

Treatment Planning Coordinators are responsible for verifying patient insurance benefits, communicating with patients about treatment cost, generating and presenting financial arrangements to patients, processing payments, and maintaining a productive and efficient schedule.

Duties and Responsibilities

• Prepare and present clear and reliable treatment plans for patients, including presenting financial options to patients and documenting the final financial arrangement

• Secure appropriate documentation from patients and store in applicable software(s)

• Build strong relationships with patients and support activities that grow the practice

• Reconcile invoices, identify discrepancies, and check reports for accuracy

• Document clear and reliable billing activity in internal databases and reporting software(s)

• Receive and sort incoming payments with attention to accuracy and timeline

• Manage the status of accounts and balances; strong ability to identify inconsistencies

• Processing and posting patient payments 

• Issue invoices and receipts to patients 

• Update the accounts receivable database with new accounts or missed payments

• Coordinate with Central Billing and Medical Billing teams to ensure proper billing and collections

• Maintaining a professional reception area

• Monitoring and replying to emails and voicemails

• Checking daily appointment schedules and filling gaps to ensure positive production

• Preparing end-of-day reports and deposits

• Maintaining OSHA and HIPAA Compliance

• Perform all other duties as assigned 

Education:  High school diploma or equivalent required, Bachelor's Degree in a related field preferred

Experience:  Exceptional written and verbal communication skills required; prior dental experience preferred

Working conditions:
Dental practices run at a fast pace and treatment coordinators will be required to keep up with the flow of
doctors and patients.

Physical requirements:
Treatment Coordinators will be required to:
Sit for long periods
Look at a computer screen for extended periods
Stand for long periods.
Lifting up to 50 pounds

Reports to: Area Director of Operations / Operations Manager

Direct reports: None