Business Assistant II

CPF Dental LLC•Tampa, FL

13d

About The Position

The Business Assistant II (Treatment Coordinator) serves as a key liaison between patients and the dental team, educating patients on their treatment plans, presenting financial and scheduling options, and ensuring a clear understanding of oral care needs. This role supports the dentist by fostering a collaborative environment and delivering exceptional customer service to enhance the overall patient experience. With a proactive and solution-focused approach, the BA II (Tx Coord) helps patients make informed decisions, leading to improved oral health and practice growth. Working under the direction of the Operations Leader, the tasks and responsibilities of a Business Assistant II include but are but not limited to:

Requirements

High School diploma or equivalent
2 or more years of dental office experience

Nice To Haves

Bilingual, Dentrix knowledge preferred

Responsibilities

Educate patients on their treatment plan including clarifying any questions on the need for oral care
Present treatment plan options to patients including payment plans and scheduling availability
Achieve financial goals by gaining acceptance to treatment plans
Support and partner with the Dentist(s) to educate patients while developing and maintaining a positive, collaborative environment
Complete all administrative responsibilities accurately and timely
Answer patient calls and questions regarding treatment, insurance, financial arrangements, and scheduling
Deliver superior customer service ensuring a positive patient experience
Utilize tools skills and talents to assist patients in making the best possible decision for their needs and helping them get healthier and happier.
Has a” yes mentality” when helping patients.
Makes a positive first impression with patients by phone or in person.
Be a champion of the Marquee Dental Partners Mission, Vision, and Values
Ensure that ALL patients have an extraordinary experience in a Marquee office
Hold self and staff accountable for successful completion of projects, job duties, and all company deliverables.
Complete Continuing Education as required for self and staff. Follow required HIPAA and OSHA safety procedures, as necessary.
Exhibit outstanding customer service with patient as priority; partnering with staff, timely and successfully resolve patient complaints, concerns and questions.
Continually build and nurture a positive working relationship with theOperations Leader, doctor(s), hygiene and dental assistants
Strictly follow HIPAA and company standards to protect Patient Health Information (PHI) and patient personal and financial information including credit card, social security numbers etc.
Other duties and responsibilities assigned