Floating Patient Relations Specialist- White, Greer and Maggard
About The Position
Are you ready to embark on an exciting journey with us? We are on the lookout for a vibrant and enthusiastic Floating Patient Relations Specialist to be the face of our offices. If you love meeting new people, traveling to different locations, and making a positive impact, this role is perfect for you! Patient Experience & Reception Greeting & Check-In: Warmly welcome patients/parents, confirm identity, appointment type, and intake documents; ensure minors are accompanied by a guardian when required. Waiting Room Management: Maintain a tidy, calming environment; monitor wait times; proactively communicate delays. Check-Out: Confirm next steps, schedule follow-ups, collect payments, provide receipts, and answer questions. Service Recovery: De-escalate concerns, document complaints, and route issues to the appropriate team member (doctor, office manager). Scheduling & Calendar Management Appointment Setting: New patient exams, records (photos, scans, X-rays), consults, banding/debonding, adjustments, emergency visits. Template Control: Maintain provider/assistant schedules, chair time templates, appointment types, and durations. Recall/Continuity: Manage observation/recall lists for growth-and-development or retention checks. Confirmation & Reminders: Call/text/email confirmations; minimize no-shows; reschedule ASAP when cancellations occur. Waitlist & Priority: Maintain a waitlist and slot urgent needs (e.g., broken bracket/wire poking). Insurance & Financial Coordination Eligibility & Verification: Confirm orthodontic benefits, lifetime maximums, coverage percentages, and limitations before consult. Patient Financials: Present payment options, set up auto-pay, manage payment plans and financing (e.g., CareCredit), and collect copays/down payments. AR Management: Post payments, reconcile, follow up on past-due balances, send statements. Documentation: Maintain accurate ledger notes; log communications Communication & Patient Messaging Inbound Calls/Emails/Texts: Triage inquiries (emergencies vs routine), provide instructions (e.g., wax for irritation), transfer appropriately. Outbound Communication: Appointment reminders, balance notifications, recall/retention follow-ups, satisfaction check-ins post-debond. Professional Tone & Scripts: Use consistent, empathetic language; maintain brand standards. Documentation: Log all significant communications in the patient's record.
Requirements
- People Person: Excellent communication and interpersonal skills.
- Travel Enthusiast: Willingness to travel between multiple office locations.
- Detail-Oriented: Strong organizational skills and attention to detail.
- High school diploma/GED
- At least 1 year of experience preferred, but not mandatory
Nice To Haves
- Experienced: Previous experience in a similar role is a plus!
Responsibilities
- Greeting & Check-In: Warmly welcome patients/parents, confirm identity, appointment type, and intake documents; ensure minors are accompanied by a guardian when required.
- Waiting Room Management: Maintain a tidy, calming environment; monitor wait times; proactively communicate delays.
- Check-Out: Confirm next steps, schedule follow-ups, collect payments, provide receipts, and answer questions.
- Service Recovery: De-escalate concerns, document complaints, and route issues to the appropriate team member (doctor, office manager).
- Appointment Setting: New patient exams, records (photos, scans, X-rays), consults, banding/debonding, adjustments, emergency visits.
- Template Control: Maintain provider/assistant schedules, chair time templates, appointment types, and durations.
- Recall/Continuity: Manage observation/recall lists for growth-and-development or retention checks.
- Confirmation & Reminders: Call/text/email confirmations; minimize no-shows; reschedule ASAP when cancellations occur.
- Waitlist & Priority: Maintain a waitlist and slot urgent needs (e.g., broken bracket/wire poking).
- Eligibility & Verification: Confirm orthodontic benefits, lifetime maximums, coverage percentages, and limitations before consult.
- Patient Financials: Present payment options, set up auto-pay, manage payment plans and financing (e.g., CareCredit), and collect copays/down payments.
- AR Management: Post payments, reconcile, follow up on past-due balances, send statements.
- Documentation: Maintain accurate ledger notes; log communications
- Inbound Calls/Emails/Texts: Triage inquiries (emergencies vs routine), provide instructions (e.g., wax for irritation), transfer appropriately.
- Outbound Communication: Appointment reminders, balance notifications, recall/retention follow-ups, satisfaction check-ins post-debond.
- Professional Tone & Scripts: Use consistent, empathetic language; maintain brand standards.
- Documentation: Log all significant communications in the patient's record.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
