KEY RESPONSIBILITIES:

Financial & Insurance Coordination

• Collect and record payments in practice management software
• Balance daily transactions
• Create and manage patient payment plans
• Coordinate patients’ dental insurance needs
• Maintain accounts receivables

Patient Communication & Chart Management

• Greet and assist patients with care and professionalism
• Answer phone calls, emails, and voicemails in a timely manner
• Maintain and update patient records and contact information
• Collect medical histories, consent forms, and coordinate referrals
• Send and receive letters, prescriptions, and lab work

Appointment & Schedule Management

• Book, confirm, and coordinate appointment needs for clinical team
• Fill schedule openings and meet daily/monthly booking goals