Summary

• Make quality dentistry financially available to patients

• Communicate with patients regarding their treatment plan

• Identify the best way to finance the recommended treatment

• Make appropriate financial arrangements with patients

Qualifications

An individual must fulfill each essential duty as listed below to perform this job successfully.

Essential Duties

(Edit the following duties as appropriate for your practice. Prioritize in order of importance.)

• Adhere to enhanced infection control protocols and PPE requirements to reduce transmission of COVID-19

• Monitor outstanding claims, calling on claims 30 days or more overdue

• Call on delinquent accounts

• Prepare daily bank deposit

• Prepare a financial action plan by reviewing the patients for the next day and determining their financial needs and status, be prepared to collect monies due

• Run all requested reports

• Process EOB’s and requests for additional information

• Research insurance benefits and prepare estimates on treatment diagnosed before discussing financial arrangements with patients

• If a patient is returning for a consult, provide information to Doctor two days in advance of the appointment

• Determine patient’s insurance carrier, insurance guidelines, and patient’s share of the cost

• Collect all patient portion at the time of service

• Send e-claims or paper claims daily

• Document financial arrangements in the patient file

• Schedule financial arrangements after the exam and consultation and before treatment

• Obtain a signed financial agreement if you decide to offer the patient financing; specify the number of payments and due dates. Monitor payments.

• Record all verbal discussions regarding with the patient in their file

• Post all payments, send additional statements as needed

• Present a treatment plan, using models and diagrams, and provide related literature

• Bill secondary insurance

• Prepare a treatment planning schedule, book the first appointment and arrange for subsequent hygiene appointments

• Be prepared to quantify referral sources, units diagnosed; units accepted; percent accepted; units completed; actual production compared to monthly goals on monitor reports.

• Run reports for computer back up