Patient Account Representative - Dental

Marin Community Clinics•Novato, CA

About The Position

The Patient Account Representative - Dental, under the general supervision of the Dental Patient Accounts Manager, ensures accurate and timely billing, insurance verification, claims processing, and accounts receivable follow-up for dental services. The role serves as a liaison between patients, dental providers, and insurance companies to support proper reimbursement, resolve billing discrepancies, and maintain patient satisfaction. It requires knowledge of basic dental insurance benefits, frequency limitations, claims processing, and revenue cycle management, as well as strong communication and customer service skills. The work schedule is Monday through Friday, 9:00 a.m. to 1:45 p.m. The position requires prolonged sitting and computer work, use of a mouse, keyboard, and headset, the ability to lift up to 15 pounds at times, and fulfillment of immunization and fit-for-duty regulatory requirements.

Requirements

  • High school diploma or equivalent (GED).
  • At least two years of previous office experience.
  • Dental billing or dental office experience.
  • Proficiency in Microsoft Word and Excel and ability to navigate a Windows-based environment.
  • Strong organizational and multitasking skills, including the ability to manage competing priorities.
  • Exceptional customer service and interpersonal skills.
  • Attention to detail and accuracy.
  • Excellent verbal and written communication skills.
  • Self-motivated and adaptable, with the ability to work effectively in a fast-paced environment and meet deadlines.
  • Ability to work independently and collaboratively as part of a team.
  • Fulfill immunization and fit-for-duty regulatory requirements.
  • Ability to sit for prolonged periods and work on a computer.
  • Ability to use a mouse, keyboard, and headset.
  • Ability to lift up to 15 pounds at times.

Nice To Haves

  • Knowledge of dental terminology and insurance plans.
  • Knowledge of dental insurance guidelines.
  • Epic application experience.
  • Bilingual proficiency in English and Spanish.

Responsibilities

  • Review patient accounts to ensure information is accurate and up to date.
  • Verify dental insurance coverage, benefits, and eligibility.
  • Obtain pre-authorizations for procedures when required.
  • Process electronic and manual charge entries accurately and promptly.
  • Post and distribute patient and insurance payments to the appropriate accounts.
  • Submit electronic and paper claims in a timely manner.
  • Investigate, resolve, and appeal denied claims.
  • Communicate with insurance providers, dental professionals, and patients about claims, payments, account balances, and discrepancies through EHR in-basket messaging, telephone, and email.
  • Assist patients with payment arrangements and provide customer service.
  • Review outstanding accounts receivable balances and process appropriate write-offs for uncollectible accounts.
  • Initiate and process patient refunds and insurance overpayment refunds.
  • Perform other duties as assigned.
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