JOB PURPOSE:
To enhance the daily operations of the clinic by providing excellent service and communication to our patients. Responsibilities include providing first point of contact friendly patient services; scheduling patients; accurate and effective scheduling; treatment consultations and excellent patient service.
ESSENTIAL FUNCTIONS:
1. SERVICE RESPONSIBILITIES:
- Exemplify excellent patient care.
- Foster a positive attitude at work when interacting with staff and patients and be a team player.
- Practice First Choice Dental’s philosophy of direct communication.
- Perform work in an efficient manner and be timely with patient care.
- Provide coverage at other sites when requested.
- Respect patient privacy through professionalism and confidentiality.
- Initiate ideas for ways the site can improve or become more efficient.
- Maintain effective organizational skills and a high attention to detail.
2. DAILY RESPONSIBILITES:
- Accurately schedule patient appointments via phone or in person.
- Answer phones by warmly greeting the caller.
- Fill the schedule when there are openings or cancellations.
- Complete appointment verification process.
- Refer patients to proper specialist/office based on clinical need(s) and/or insurance.
- Verify insurance coverage for patient when necessary.
- Review prior day’s claims for accuracy.
- Post any patient payments received by mail.
- Run end of day reports for proper deposit balance.
- Batch credit card machine and verify all transactions.
- Provide daily deposit to clinical administrator for approval.
- Deliver cash deposit to financial institution.
- Confirm patient’s upcoming appointment.
- Review account ledgers and perform breakdowns to understand the patient balance.
- File patient charts and paperwork.
- Monitor patient communication software.
- Transfer charts as needed.
- Sort and distribute mail.
- Inactivate patient accounts when requested.
3. PATIENT CHECK IN RESPONSIBILITIES:
- Greet all patients warmly.
- Verify the patient’s information.
- Verify patient communication preference.
- Notify clinical staff of patient arrival.
- Provide new patients with appropriate paperwork.
- Enter new patient paperwork and verify any necessary information.
4. PATIENT CHECK OUT RESPONSIBILITIES:
- Greet the patient during hand-off from clinical staff.
- Verify that all treatment has been entered into the ledger.
- Submit claim for the day’s procedures.
- Collect any balance due.
- Run third party financing transactions.
- Post payments.
- Schedule next appointments for the patient.
5. FINANCIAL RESPONSIBILITIES/TREATMENT PLANS:
- Understand and follow First Choice Dental’s financial policy.
- Answer financial questions.
- Establish financial arrangements.
- Secure a signed financial arrangement for recommended treatment.
- Provide patient information about upcoming treatment (i.e. brochures, appointment card, treatment plan, etc.).
6. INSURANCE RESPONSIBILITIES:
- Understand insurance coverage and be able to explain coverage to patients.
- Submit insurance pre-determinations and follow up with the patient.
- Complete new insurance breakdowns and submit to insurance department.
- Review Fast Attach for necessary attachments. Review EDS for denied claims and correct as necessary.
- Process insurance appeals.
7. CONTINUING CARE RESPONSIBILITIES:
- Contact patients who are past due for their recall appointments.
- Make last minute calls to fill hygiene schedules.
- Follow our continuing care protocol and review connected hygiene appointments.