Patient Service Representative (School of Dentistry)

Posted:
8/19/2024, 5:00:00 PM

Location(s):
Charlotte, North Carolina, United States ⋅ North Carolina, United States

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Business & Strategy

Dental Business Assistant works with administrative scheduling, including maintaining office records, documenting patient dental treatments and transactions, following office procedures for patient referrals and scheduling of office appointments.

Daily Operations

  • Appointment Scheduling: Set appointment hours in accordance with appointment scheduling guidelines and daily goals; Follow up on all broken appointments; Keep a short call list; Fill broken and canceled appointments;  Confirm patient 's appointments at least 2 days prior to appointment date; Copy the daily schedule and post it in each treatment room; Greet all patients courteously when arriving and make sure the charts are in the proper place;  Promptly indicate to the staff when the next patient has arrived;  Answer the phone before the third ring at all times;  Ensure that the desk is covered at all times; Check and verify all dental insurance benefits for patients
  • Financial Control: Check records each day to approach any patients who owe a balance; Take responsibility for requesting and collecting money "over the counter"daily; post each record and file as it comes through. Be responsible for the accuracy of the day sheet and records. Print and submit insurance for patients when appropriate; Make financial arrangements with patients in accordance with the financial policy; Follow up on all insurance not paid within 6 weeks. Maintain the insurance system. Send monthly statements; Follow up on past due accounts; set arrangements for past due balances. Make collection calls and send accounts to collections with doctor’s approval; See that each payment received in the mail is posted to the accounts receivable system. Be responsible for the accuracy of the accounts receivable system. Balance the bank deposit slip matches to the sheet total daily; Make definite financial arrangements with all new patients and patients requiring extensive treatment in accordance with the financial policy of the office; Work the delinquent payment record; Be in charge of all correspondence regarding collections, insurance, etc.; Determine approximate patient portion of insurance procedures; Notify patients of overpayments and send refunds
  • Marketing: Keep the new patient book current;  Prepare new patient letters;  Thank referral sources, letters, etc.
  • Office Procedures:  Responsible for the preventive maintenance system (recall system) and maintenance follow-up; Organize and maintain file systems for quick retrieval of information; See that all backlog paperwork is completed before closing the office on Friday; Maintain the supply system and inventory for business office items; Keep supervisor informed and current on all aspects of the office, patient status, recommendations, etc. Assemble new patients' records and charts. Coordinate patient flow; as changes occur in schedule, change schedules in the treatment rooms; Check and straighten the reception area.
  • Performs other related duties as assigned.

                                                                                                                             

Required Skills

  •  Outstanding written and verbal communication skills
  • A friendly, positive demeanor with patients and supported dental office team members
  • Great administrative organizational skills
  • Strong computer skills and the ability to learn new programs
  • Must demonstrate a thorough knowledge of dentistry and dental procedures
  • Exceptional customer service skills
  • Dental experience a plus

Required Education and Experience

  • Minimum high school diploma.  Associates degree preferred, but not required