Front Office Lead I Puri

Clove Dental•Oxnard, CA

About The Position

The Front Office Lead I leads daily front-office operations and supports a positive patient experience. Responsibilities include overseeing phones, check-in and checkout, scheduling, patient flow, treatment-plan presentation, estimated patient costs and financing discussions, and scheduling recommended treatment. The role manages recalls, reactivation, unscheduled treatment, cancellations, no-shows, same-day schedule openings, patient balances, collections, and front-office workflows. The Front Office Lead I provides daily leadership to Receptionist I–III team members by assigning responsibilities, training and coaching staff, monitoring execution, and addressing gaps. The role monitors front-office KPIs and exception reports, resolves routine patient concerns and operational issues, and escalates significant clinical, HR, compliance, or financial matters to the appropriate regional or Company leader. The position also supports office goals, Company standards, marketing, events, recruiting referrals, and other operational initiatives.

Responsibilities

  • Lead daily front-office operations, including phones, check-in and checkout, scheduling, patient flow, and patient experience.
  • Present treatment plans, discuss estimated patient costs and financing options, and drive scheduling of recommended treatment.
  • Manage recall, reactivation, unscheduled treatment, cancellations, no-shows, and same-day schedule openings.
  • Monitor patient balances and collections and ensure consistent payment and collection workflows.
  • Review schedules and patient records for outstanding treatment, balances, forms, and scheduling opportunities.
  • Ensure lab cases, patient follow-ups, reviews, forms, mail, and recurring front-office responsibilities are completed.
  • Maintain and reinforce HIPAA, OSHA, attendance, dress code, name-badge, and other Company policies and standards.
  • Support office marketing, events, recruiting referrals, and other operational initiatives.
  • Provide daily leadership and direction to Receptionist I–III team members and assign responsibilities based on office needs.
  • Train and coach Receptionist I–III team members on front-office workflows, patient communication, scheduling, collections, treatment presentation, and Company standards.
  • Hold Receptionist I–III team members accountable for completing assigned responsibilities accurately and on time.
  • Monitor front-office KPIs, patient reviews, lab cases, follow-up lists, and recurring responsibilities and address execution gaps.
  • Identify missed or incomplete responsibilities, ensure they are corrected, and coach team members to prevent recurrence.
  • Resolve patient concerns and routine front-office operational issues; escalate significant clinical, HR, compliance, or financial matters to the appropriate regional or Company leader.
  • Drive achievement of office production, collections, reappointment, scheduling, treatment-conversion, and patient-experience goals.
  • Own completion of front-office exception reports, ensure identified exceptions are corrected, and address recurring trends or unresolved issues.
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