Billing & Financial Responsibilities - 1 year billing experience required in Dental Office
Check daily ARB, CC web, Care Credit, Sunbit and ECHO payments and pos
Check mail and predeterminations received import into attachments and give to book owners to contact patients if they haven’t scheduled tx
Pull EFTs and add to scan (Aetna, Delta, Dentegra etc.) also cross checking Wells Fargo deposits that have cleared to post
Help with weekly cash deposits for office
Post monthly RFGI payments into patients account in bulk
Work Credit Balance Report monthly with a goal of refunding $20K per month for Dr. Johnson
Handle financial inquiries and assist upset patients regarding billing, scheduling, or front office discrepancies (Providing and importing any EOBs or material to support account audits)
Collaborate with Billing to correct patient claims as needed (example reaching out to patients for medical insurance info, placing claims in queue for medical submissions with cross coding for CPT codes)
Report weekly updates for leadership meeting on Thursday morning to Practice Manager
Scheduling & Team Support
Take overflow calls regarding account questions and scheduling during busy hours
Help support any book owners' inquiries for audits (requested by teams)
Present treatment plans for all specialties as needed, especially on Thursday afternoons
Provide patient support and problem resolution related to scheduling and financial questions (Setting up ARB plans or providing third party financing options)
Administrative Duties
Common Tasks Across All Admin Roles
Patient Interaction & Support
Checking in and checking out patients
Answering phones and handling appointment scheduling
Collecting co-pays and issuing refunds when necessary
Presenting and building treatment plans
Assisting patients with billing, scheduling, or front office concerns
Insurance & Financials
Verifying insurance for upcoming appointments
Posting and scanning patient payments (e.g., ARB, CareCredit, Sunbit, CC Web)
Assisting with credit balance audits and patient refunds
Providing patients with EOBs or billing explanations
Scheduling & Coordination
Managing and adjusting provider schedules (Endo, OS, Perio)
Confirming appointments and triaging emergencies
Requesting x-rays and referrals from general dentists
Coordinating multi-specialty treatment when needed (DART patients, full-mouth cases)
Waitlist management for sooner appointments and cancellations
Administrative Duties
Importing OPRs, x-rays, referrals, and patient paperwork into DSN
Checking and responding to voicemails, emails, and faxes
Running end-of-day tasks: transaction audits, scanning, reports, and metrics
Supporting other departments or team members during call-outs, lunch breaks, or overflow
Cross-Specialty Coverage
Serving as backup for other specialty coordinators (e.g., Endo, DART patients)
Presenting treatment plans and assisting with scheduling across specialties
Monitoring and updating multiple books when needed
Office Operations & Culture
Training new admin staff
Supporting seasonal decor and office organization
Team and Office Operations
Office supply inventory tracking
Huddle prep