Patient Finance Manager

Lightwave Dental

20d•$80,000 - $90,000

About The Position

The Patient Financing Manager oversees Lightwave Dental's Internal Patient Financing program across all practice locations. Reporting to the Senior VP of RCM, this role will manage direct reports, serves as the organization's primary expert on in-office financing and Open Dental payment plan administration, and owns the Internal Finance Reporting process. The ideal candidate is detail-oriented, experienced in dental billing and revenue cycle operations, and comfortable working across multiple locations in a DSO environment.

Requirements

3–5 years of experience in dental billing, revenue cycle, or patient financial services
Proficiency in Open Dental, including payment plan setup, billing type configuration, and reporting
Knowledge of dental insurance, CareCredit, and third-party financing options
Advanced Microsoft Excel skills and experience with multi-provider financial reporting
Experience managing, mentoring, or training direct reports or fellow team members
Strong organizational skills and ability to manage compliance across multiple locations

Nice To Haves

Experience with Power BI or similar financial reporting dashboards

Responsibilities

Audit each office to ensure financing paperwork is complete and accurate, including signed recurring payment authorization forms and required state-specific notices
Verify that offices are entering all required financing details in Open Dental and that Billing Types are correctly configured for accurate reporting
Follow up with practice managers to resolve missing or incomplete documentation
Monitor regional reporting tabs (All Billing Types, Flex Billing Types, TSI Billing Types, and Ortho Reporting) to track patient counts, estimated financed amounts, remaining balances, and overdue percentages by region and office
Manage the Contact List: transfer overdue accounts from the OVERDUE Patients tab, diagnose the reason for delinquency, and drive each account to resolution
Execute the delinquent account outreach protocol using Past Due Payment Plan templates
Manage expired card failures using the same outreach cadence; notify the practice manager via Task Notice and confirm the recurring charge is restored once the card is updated
Monitor Estimated Financed Amounts and Remaining Balances across all regions
Serve as the primary Open Dental resource for Internal Financing setup, billing configuration, and troubleshooting across all locations
Train and support office staff on financing workflows, documentation standards, and reporting requirements
Directly supervise Patient Finance Specialist(s), including goal-setting, regular check-ins, and annual performance reviews
Assign and monitor daily auditing responsibilities, ensuring specialist(s) complete both Recurring Payment Audits and Paperwork Audits for all assigned locations
Oversee audit quality: confirm the specialist(s) are documenting payment issues, verifying required financing documentation, cross-checking Billing Types and recurring credit card setup against signed paperwork
Review daily Scorecard tab submissions to confirm audit progress is being recorded to the reporting source