Primary Responsibilities
Description:
Financial Coordinator is responsible for assisting patients with financial options for treatment and for keeping the accounts receivables according to office policy. Primarily responsible for the insurance billing and collections for the dental office. May also be required to assist with general front office duties.
Specific Duties
Staff Daily Collections Management
- Enter charges for dental services into the computer. Check each charting for logic, accuracy, and correct totaling
- Make sure that each employee checking out patients request and collect money “over the counter” for each patient, and issue receipts or walk out statements, as appropriate, as patient leaves
- See that each transaction is posted to the computer system accurately
Accounts Receivable Management
- Explain financial treatment to patients
- Record chart entries from phone or in-person conversations when appropriate
- Enter patient financial activity in compute
- Process accounts receivable/account payable tasks
- Prepare bank deposits
- Prepare statements
- Resolve any account balances with patients and follow-up delinquent accounts
- Assist patients in making financial arrangements or payment schedule with patients
- Prepare billing statements promptly and accurately mail billing statements
- Telephone patients with accounts overdue
Records Management
- Document all necessary data into patients charts clearly and accurately regarding the patients appointment and anything important having to do with that patient’s appointment
- See that the sensitive material is not left exposed at the front desk. Obey HIPAA rules
- Oversees account receivables and account payables
- Track cases and referrals to and from other doctors
- Be familiar with the office financial policy and be capable of attending a treatment conference and making a financial arrangement with a patient according to office financial policy
Insurance
- Update insurance information on all patients at all times
- Organize supporting materials for claim forms, such as radiographs or written narratives, as directed by doctor
- Enter new insurance information in computer and call for verification and benefit information
- Processes Patient Insurance (Create and process dental insurance claims)
- Enter insurance checks and patient payments
- Acts as the liaison between insurance companies and the dental office for submitting claims
- Submit treatment plans for predetermination of benefits
- Prepare claim forms for patients with dental insurance
- Organize supporting materials for claim forms, such as radiographs or written narratives
- Mail or electronically submit claim forms from office
- Assist in the resolution of problems with third-party payers
Office Participation
- Be an active participant in staff meetings Perform other tasks as assigned by office manager
- Help handle incoming phone calls and address issues as needed
Correspondence
- Monitor and edit any communication going to patients regarding upcoming appointments to ensure the information is correct and timely
- Utilize all communication resources available to connect with patients to get them scheduled for treatment needed
Personnel Requirements
Education/Experience
- High school diploma
- Legible handwriting for communications
- Knowledge of Dental Software a plus
- Office experience desired
Interpersonal
- Good interpersonal skills to maintain effective rapport with patients, dentists, other staff members and community
- Effective verbal skills to communicate with patients and staff
- Team player
- Able to adapt to office policy improvements (office is constantly striving for improved customer care/service)
- Conflict resolution experience
- Customer service or patient relations experience
- Quick response/accurate data entry
- Communicate all concerns to Office Manager
- Must be focused, personable, punctual and have the ability to handle a busy dental office
