Financial Coordinator

Southern Orthodontic Partners•Mason, OH

just now•$24 - $26•Onsite

About The Position

Orthodontic / Dental Financial Coordinator responsible for managing patient financial accounts, insurance claims, and customer service. This role involves submitting claims, verifying benefits, posting charges and payments, credentialing, and leading patients through their treatment financially. The coordinator will also be responsible for financial agreements, reporting, and ensuring accurate patient status tracking, while delivering superb customer service.

Requirements

Communicates effectively and respectfully to Doctor and team
Ability to demonstrate reliability and responsiveness to patients and team
Excellent organizational and multi-tasking skills
Establish and maintain good working relationships with various stakeholder groups
Works collaboratively with administrative functions
Shares and receives information, concerns and feedback in a supportive manner
Ability to participate towards a common goal, reinforcing individual capabilities
Practice shared accountability with other team members
Ability to show empathy
Sitting, standing, walking for much of the day
Lifting up to 30 pounds (may exceed this amount at times in emergency patient situations)
Bending and reaching

Nice To Haves

2-3 years of experience in Orthodontic / Dental insurance verification, claims and credentialing.

Responsibilities

Submit all initial and periodic claims for new and existing patients.
Enter insurance data in Practice Management System.
Verify patient’s health insurance benefits prior to patient arriving for exam.
Follow up with insurance companies to ensure processing/payments or refunds and notify patient transfers or discontinued treatment.
Post all charges, payments, adjustments and discounts with appropriate justification and comments in the Practice Management System.
Submit documentation to insurance companies and/or Clearing House.
Credential/Re-credential the practice with new insurances or existing in-network insurance groups.
Lead patients throughout the entirety of their treatment, from new patient phone call, greeting them at the door, scheduling their next visit, and assisting them with payments.
Reconciliation of bulk payments to Practice Management System.
Monitor weekly, monthly and quarterly reports including AR to confirm payment from clients and insurance companies.
Complete day/month end reporting and reconciliation.
Prepare financial agreements and enter contracts in Practice Management System.
Explain financial agreements and insurance benefits to patients.
Ensure all patients are placed in the appropriate active status for accurate tracking.
Renegotiate financial agreements as needed to maximize collections.
Responsible for petty cash.
Deliver superb customer service while meeting the practice's needs.