Patient Billing Specialist BOS

Role Overview

The Patient Billing Specialist is responsible for reviewing patient and guarantor accounts, generating and sending patient statements, and accurately tracking patient balances. This role supports revenue integrity by ensuring patient balances are valid, properly documented, and consistently followed through.

This role requires prior dental billing experience and a strong understanding of dental ledgers, guarantor relationships, and billing workflows. Accuracy, consistency, and documentation are critical to success.

What We’re Looking For (Core Skills)

This role is ideal for someone who is:

• Highly detail-oriented and comfortable working with ledgers and financial data
• Confident reviewing and validating patient and guarantor balances
• Fluent in dental billing terminology and workflows
• Organized and consistent with tracking and documentation
• Comfortable working independently with daily productivity expectations
• Able to follow SOPs exactly and maintain billing compliance
  
  

Key Responsibilities

Patient Account Review & Billing

• Review patient and guarantor ledgers to identify valid outstanding balances
• Audit account activity to ensure balances are accurate prior to billing
• Understand and apply correct guarantor relationships when billing patients
  
  

Statement Creation & Distribution

• Generate patient statements with correct balances and patient names listed under the appropriate guarantor
• Send statements according to established billing cycles and timelines
• Ensure statements are accurate and compliant with billing guidelines
  
  

Tracking, Documentation & Reporting

• Pull patient billing and aging reports as assigned
• Organize daily work using spreadsheets and balance sheets
• Track accounts reviewed, statements sent, and balances worked
• Document detailed notes within patient ledgers for all billing activity
  
  

Resolution & Follow-Up

• Track patient balances resolved, adjusted, or cleared
• Identify discrepancies or posting issues requiring correction or escalation
• Follow SOPs for resolution and internal communication
  
  

Reporting & Metrics

• Maintain daily tracking of:
• Patient accounts reviewed
• Statements generated and sent
• Balances worked and resolved
• Maintain accurate balance sheets and billing logs
• Participate in weekly reporting on:
• Total statements sent
• Accounts reviewed
• Dollar amount of patient balances resolved
• Outstanding patient AR trends
  
  

Required Experience & Skills

• 1–2 years of dental billing experience (patient billing, AR, or front office with billing responsibilities)
• Hands-on experience with dental practice management software (Dentrix, Open Dental, Eaglesoft, or similar)
• Strong understanding of:
• Patient and guarantor relationships
• Dental ledgers and account histories
• Statements, balances, and adjustments
• Experience pulling reports and maintaining spreadsheets (Excel or Google Sheets)
• Strong documentation, organization, and time-management skills
• Ability to work independently and meet daily productivity expectations
  
  

How Success Is Measured

• Accuracy of patient statements and ledger reviews
• Consistent daily documentation and tracking
• Reduction in patient balance discrepancies
• Timely completion of assigned billing workload
• Compliance with billing SOPs and timelines
  
  

This role ensures patient balances are accurately billed, consistently tracked, and properly documented—supporting revenue flow while maintaining clear accountability and reporting.

About ICoreConnect

Standard Dental Opco, Inc., doing business as iCore, provides responsive dental billing services for a highly regulated healthcare environment. We take a unique approach by designing and continually improving our services based on real conversations with the dental professionals and billing teams we support. This allows us to empower our clients with the efficiency, accuracy, security, and compliance they truly need, along with the reliable support they deserve.