Patient Coordinator

Middleton

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Job ID: 2545598

Middleton

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.

 

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