Financial Coordinator

Southern Orthodontic Partners•Rome, GA

3d•Onsite

About The Position

The Financial Coordinator is responsible for managing all aspects of patient billing and insurance claims within a dental practice. This role involves submitting claims, verifying insurance benefits, following up on payments, posting charges and payments, and preparing financial agreements. The coordinator also plays a key role in patient interaction, explaining financial matters, and ensuring accurate patient tracking. Additionally, the position requires managing petty cash, generating reports, and delivering excellent customer service. This job description is not exhaustive and duties may change.

Requirements

High School Diploma or GED
1-2 years recent experience in dental environment
Dental/Medical insurance verification, claims and credentialing experience required.
Must be well versed in insurance terminology
Position requires heavy phone work and computer literacy
Valid driver’s license
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

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

Responsibilities

Submit all initial and periodic claims for new and existing patients.
Entering insurance data in Practice Management System.
Verifying the 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.
Submitting 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, 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.
Monitoring weekly, monthly and quarterly reports including AR to confirm payment from clients and insurance companies.
Complete day/month end reporting and reconciliation.
Preparing financial agreements and entering contracts in Practice Management System.
Explaining financial agreement 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.