Financial Coordinator at H2 Orthodontics
About The Position
Key Responsibilities Patient Financial Counseling Greet patients and families in a professional, friendly manner. Review treatment plans with patients and clearly explain associated fees and payment options. Financial Agreements & Collections Prepare, present, and secure signatures on financial contracts. Accurately enter patient financial information into practice management software. Collect payments at time of service and establish payment plans as appropriate. Insurance Coordination Verify dental/orthodontic insurance benefits and coverage. Submit initial and continuation claims to insurance carriers and follow up as needed. Post insurance payments and adjustments to patient accounts. Account Management & Reporting Maintain accurate account records and ensure timely posting of all payments (cash, checks, credit cards). Monitor accounts receivable and follow-up on overdue balances professionally. Prepare end-of-day reports and assist with daily reconciliation. Communication Answer patient questions about billing, insurance, and financial policies with patience and clarity. Communicate with clinical team to ensure coordinated patient care. Maintain compliance with HIPAA and confidentiality standards.
Requirements
- Prior experience in a dental or orthodontic financial coordination, insurance billing, or dental front-office role preferred.
- Strong customer service and interpersonal communication skills.
- Excellent organizational skills with attention to detail.
- Proficiency with dental practice management software and Microsoft Office (Excel, Word).
- Ability to work independently and as part of a team in a fast-paced environment.
- Knowledge of dental insurance terminology and procedures preferred.
Nice To Haves
- Friendly, empathetic, and patient-focused demeanor.
- Ability to explain complex financial and insurance information in simple terms.
- Strong problem-solving and multitasking abilities.
- Commitment to maintaining patient confidentiality and professional conduct.
Responsibilities
- Greet patients and families in a professional, friendly manner.
- Review treatment plans with patients and clearly explain associated fees and payment options.
- Prepare, present, and secure signatures on financial contracts.
- Accurately enter patient financial information into practice management software.
- Collect payments at time of service and establish payment plans as appropriate.
- Verify dental/orthodontic insurance benefits and coverage.
- Submit initial and continuation claims to insurance carriers and follow up as needed.
- Post insurance payments and adjustments to patient accounts.
- Maintain accurate account records and ensure timely posting of all payments (cash, checks, credit cards).
- Monitor accounts receivable and follow-up on overdue balances professionally.
- Prepare end-of-day reports and assist with daily reconciliation.
- Answer patient questions about billing, insurance, and financial policies with patience and clarity.
- Communicate with clinical team to ensure coordinated patient care.
- Maintain compliance with HIPAA and confidentiality standards.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
101-250 employees
