Customer Care and Insurance Specialist - Brea Endodontics

Overview:

This position is focused on all aspects of patient care, from the moment a patient steps into the office until the moment they step out of the door. We are looking for someone who will greet every patient with a smile, make them feel welcomed, and hep to calm any anxieties while completing the necessary check in tasks. This position is primarily responsible for the daily activities of the front office including patient relations, telephone coverage, appointment scheduling, registration, and insurance verification. 

Core duties and responsibilities include the following. Other duties may be assigned.

• Greets and checks in patients and visitors. Consistently provides an upbeat and welcoming atmosphere for our patients.
• Registers patients by verifying that a patient’s record is up to date and accurate.
• Makes appropriate changes in the computer system and on the patient's chart.
• Scans documents for patient file including driver’s license, insurance card, and referral form.
• Verifies patient insurance prior to the scheduled date of service and effectively and accurately communicates benefits to patients.
• Obtains necessary documentation or records prior to patients’ scheduled date of service.
• Answers telephone and responds to inquiries including email correspondence from patients.
• Prepares treatment plans.
• Schedules appointments and enters into schedule.
• Checks patients out and collects payments from patients and reconciles daily cash reports.
• Conducts reminder calls to patients.
• Maintains a positive and team-focused mindset to ensure a consistently high level of collaboration daily.
• Collects, sorts, distributes, and prepares mail.
• Maintains/cleans lobby and reception area.

Please note that additional responsibilities may be assigned.

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

EDUCATION:
High school diploma or equivalent

COMPETENCIES:
To perform the job satisfactorily, an individual should demonstrate the following competencies:
● Technical Skills – Assesses own strength and weaknesses; pursues training development opportunities; strives to continuously build knowledge and skills; shares expertise with others
● Customer Service – Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments
● Interpersonal Skills – Maintains confidentiality; listens to others without interrupting; keeps emotions under control; remains open to others’ ideas and tries new things
● Oral Communications – Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions
● Written Communication – Writes clearly and informatively; able to read and interpret written information
● Quality Management – Looks for ways to improve and promote quality; demonstrates accuracy and thoroughness
● Diversity – Shows respect and sensitivity for cultural differences; promotes a harassment-free environment
● Ethics – Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and ethically; upholds organizational values

● Organizational Support – Follows policies and procedures; completes administrative tasks correctly and on time; supports organization’s goals and values; respects diversity
● Planning/Organizing – Prioritizes and plans work activities; uses time efficiently
● Professionalism – Approaches others in a tactful manner; reacts well under pressure; treats others with respect and consideration regardless of their status or position; accepts responsibility for own actions; follows through on commitments
● Quality – Demonstrates accuracy and thoroughness; monitors own work to ensure quality
● Safety and Security – Observes safety and security procedures; reports potentially unsafe conditions; uses equipment and materials properly
● Adaptability – Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays, or unexpected events
● Attendance/Punctuality – Is consistently at work on time; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time
● Dependability – Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; completes tasks on time or notifies appropriate person with an alternate plan