Finance/ Administration

Location: Oxnard,California,United States

Finance/Administration

Make quality dentistry financially available to patients. Communicates with patients regarding their treatment plan, helps find the best way to finance the recommended treatment and makes appropriate financial arrangements with patients.

DUTIES AND RESPONSIBILITIES:

Reception Management

• Answer and respond to telephone calls with professionalism

 Patient Management

• Greet and welcome patients and visitors to the practice
• Providing HIPAA notice of Privacy Practices and documenting according to office policies and procedures
• Manage recall and inactive patient system
• Collect payment from patients
• Verify chart has complete insurance information
• Go over treatment to date with the patient and assess attitude toward any incomplete treatment. Update health history
• Estimate costs of today’s treatment
• Make yourself available to recalculate financial arrangements as needed
• Contact patients when pre-authorization is received and proceed with scheduling
• Review doctor’s chart notes to compare to completed treatment prior to billing
• Create claims to send to insurance both with paper and electronically
• Work on both insurance and patient aging 
• Stay up to date on coding changes 
• Review insurance newsletters to remain current with any changes in billing

 Records Management

• Gather and accurately record dental, medical and insurance information from patients
• Securely store and handle records in compliance with legal requirements, including HIPAA regulations
• Accurately file patient information

• Keep patients’ insurance information up to date
• Submit treatment plans for predetermination of benefits
• Prepare claim forms for patients with dental insurance
• Organize supporting materials for claim forms, such as radiographs or written narratives
• Mail claim forms from office
• Assist in the resolution of problems with third-party payers

• Research insurance benefits and prepare estimates on treatment diagnosed prior to discussing financial arrangements
• Determine patient’s insurance carrier and patient’s share of cost
• Make financial arrangements on all patients according to our financial policy
• Document the payment option selected by the patient
• Financial arrangements must be made after the exam and consultation and prior to treatment
• Obtain a signed financial agreement if you decide to offer financing to the patient; Specify number of payments and due dates. Monitor payments
• Record under financial in commLog, verbal discussions with patient in dental software
• Prepare and deliver a daily financial statement to the employer and management
• Present the treatment plan, using models, diagrams and provide related literature
• Be prepared to quantify referral sources, dollars diagnosed; dollars accepted; percent accepted; dollars completed; percentage completed; actual production compared to monthly goals

 Billing

• Prepare billing statements promptly and accurately
• Mail billing statements as directed by the dentist
• Prepare and mail overdue account letters as directed by management
• Telephone patients with accounts overdue
• Post payments received each day
• Prepare a financial action plan by reviewing the patients for future appointments and determining their financial needs and status
• Gather information concerning the insurance plans that you deal with on an ongoing basis
• Payment information obtained on the EOB’s
• Utilize an insurance data service such as Electronica Dental Services (EDS)
• Document basic insurance information on the patient’s chart for quick reference
• Determine insurance eligibility, limitations and payment estimate necessary to facilitate financial arrangements·       
• Process claims daily and mail or submit electronically within 24 hours
• Check sof