What are the responsibilities and job description for the Patient Coordinator position at First Choice Dental?
Description
JOB PURPOSE:
To enhance the daily operations of the clinic by providing excellent service and communication to our patients. Responsibilities include providing first point of contact friendly patient services; scheduling patients; accurate and effective scheduling; treatment consultations and excellent patient service.
Essential Functions
JOB QUALIFICATIONS AND JOB EVALUATION
DOCUMENTATION
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KNOWLEDGE
Education
JOB PURPOSE:
To enhance the daily operations of the clinic by providing excellent service and communication to our patients. Responsibilities include providing first point of contact friendly patient services; scheduling patients; accurate and effective scheduling; treatment consultations and excellent patient service.
Essential Functions
- SERVICE RESPONSIBILITIES:
- Exemplify excellent patient care.
- Foster a positive attitude at work when interacting with staff and patients and be a team player.
- Practice First Choice Dental’s philosophy of direct communication.
- Perform work in an efficient manner and be timely with patient care.
- Provide coverage at other sites when requested.
- Respect patient privacy through professionalism and confidentiality.
- Initiate ideas for ways the site can improve or become more efficient.
- Maintain effective organizational skills and a high attention to detail.
- DAILY RESPONSIBILITES:
- Accurately schedule patient appointments via phone or in person.
- Answer phones by warmly greeting the caller.
- Fill the schedule when there are openings or cancellations.
- Complete appointment verification process.
- Refer patients to proper specialist/office based on clinical need(s) and/or insurance.
- Verify insurance coverage for patient when necessary.
- Review prior day’s claims for accuracy.
- Post any patient payments received by mail.
- Run end of day reports for proper deposit balance.
- Batch credit card machine and verify all transactions.
- Provide daily deposit to clinical administrator for approval.
- Deliver cash deposit to financial institution.
- Confirm patient’s upcoming appointment.
- Review account ledgers and perform breakdowns to understand the patient balance.
- File patient charts and paperwork.
- Monitor patient communication software.
- Transfer charts as needed.
- Sort and distribute mail.
- Inactivate patient accounts when requested.
- PATIENT CHECK IN RESPONSIBILITIES:
- Greet all patients warmly.
- Verify the patient’s information.
- Verify patient communication preference.
- Notify clinical staff of patient arrival.
- Provide new patients with appropriate paperwork.
- Enter new patient paperwork and verify any necessary information.
- PATIENT CHECK OUT RESPONSIBILITIES:
- Greet the patient during hand-off from clinical staff.
- Verify that all treatment has been entered into the ledger.
- Submit claim for the day’s procedures.
- Collect any balance due.
- Run third party financing transactions.
- Post payments.
- Schedule next appointments for the patient.
- FINANCIAL RESPONSIBILITIES/TREATMENT PLANS:
- Understand and follow First Choice Dental’s financial policy.
- Answer financial questions.
- Establish financial arrangements.
- Secure a signed financial arrangement for recommended treatment.
- Provide patient information about upcoming treatment (i.e. brochures, appointment card, treatment plan, etc.).
- INSURANCE RESPONSIBILITIES:
- Understand insurance coverage and be able to explain coverage to patients.
- Submit insurance pre-determinations and follow up with the patient.
- Complete new insurance breakdowns and submit to insurance department.
- Review Fast Attach for necessary attachments. Review EDS for denied claims and correct as necessary.
- Process insurance appeals.
- CONTINUING CARE RESPONSIBILITIES:
- Contact patients who are past due for their recall appointments.
- Make last minute calls to fill hygiene schedules.
- Follow our continuing care protocol and review connected hygiene appointments.
JOB QUALIFICATIONS AND JOB EVALUATION
DOCUMENTATION
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KNOWLEDGE
Education
- High School Diploma required
- Associate Degree preferred
- Requires a minimum of two years of recent (within the last 5 years) front office/support experience
- High proficiency with computers and electronic communication preferred
- Dentrix software preferred
- Strong interpersonal skills
- Strong organizational and teamwork skills
- Ability to prioritize multiple requests efficiently
- Strong attention to detail and accuracy
- Effective written and verbal communication skills
- None required
- Prioritize duties
- Strong willingness to respond to patient questions/requests
- Demonstrates exceptional patient care and interacts effectively with doctors, patients, vendors, visitors, team members and the broader health care community
- Demonstrates a commitment to service, organizational values and professionalism through appropriate conduct and demeanor
- All patient records/conversations/benefit elections
- Based on experience
- Approximately 36 – 40 hours/week
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