Financial Coordinator - Amazing Smiles Orthodontics

We are a state-of-the-art orthodontic practice that prides itself on clinical excellence while providing an exceptional patient experience. Our team is comprised of individuals who are self-starters, empathetic, energetic, and truly understand how to “wow” a patient. We build strong relationships with our patients, our communities, and each other – one smile at a time.

Role: Financial Coordinator 

Job Type: Non-exempt

Reports To: Regional Director of Operations 

Description:

The Financial Coordinator will be part of our Shared Services Team and will support our orthodontic office through collecting payments from patients and ensuring a white glove candidate experience. We are looking for someone who is a self-starter, empathetic, energetic, and values organization. As a group, our Shared Services Team is responsible for securing payment from patients, entering insurance data and answer any questions patients may have regarding their payment plan or financial responsibility. 

We are looking for people who are:

• Flexible
• Committed
• Improvement focused
• Team focused
• Fun
• Curious
• Relationship focused
• Listeners who relate with people
• Self-Starters
• Eager to learn new skills

Essential Job Duties:

• Submit all initial and periodic claims for new and existing patients.
• Collecting payments from patients
• Entering insurance data in Practice Management System.
• Verifying the patient’s health insurance benefits prior to patient arriving for exam.
• Follow up with insurance companies to ensure processing/payments or refunds and notify patient transfers or discontinued treatment.
• Post all charges, payments, adjustments and discounts with appropriate justification and comments in the Practice Management System.
• Submitting documentation to insurance companies and/or Clearing House.
• Credential/Re-credential the practice with new insurances or existing in-network insurance groups.
• Lead patients throughout the entirety of their treatment, new patient phone call, greeting them at the door, scheduling their next visit, and assisting them with payments.
• Reconciliation of bulk payments to Practice Management System.
• Monitoring weekly, monthly and quarterly reports including AR to confirm payment from clients and insurance companies.
• Complete day/month end reporting and reconciliation.
• Explaining financial agreement and insurance benefits to patients.
• Ensure all patients are placed in the appropriate active status for accurate tracking.
• Deliver superb customer service while meeting the practice's needs.

Essential Job Skills:

• Communicates effectively and respectfully to Doctor and team
• Ability to demonstrate reliability and responsiveness to patients and team
• Excellent organizational and multi-tasking skills
• Establish and maintain good working relationships with various stakeholder groups
• Works collaboratively with administrative functions
• Shares and receives information, concerns and feedback in a supportive manner
• Ability to participate towards a common goal, reinforcing individual capabilities
• Practice shared accountability with other team members
• Ability to show empathy

Minimum Requirements:

• Willing to commute to Missouri periodically
• High School Diploma or GED
• Knowledge of software (ortho2Edge and OrthoFi) is a plus
• 1-2 years recent experience in dental environment
• Dental/Medical insurance verification, claims and credentialing experience required.
• Must be well versed in insurance terminology
• Position requires heavy phone work and computer literacy
• Valid driver’s license

*Please note:  this job description is not designed to cover a comprehensive list of duties or responsibilities that are required for this position.  Duties and responsibilities may change with or without notice.

Benefits:

• Competitive benefits package including PTO, health/vision/dental insurance, and company paid STD/LTD
• Robust 401k plan, including a company match up to 4%

Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Sitting, standing, walking for much of the day
• Lifting up to 30 pounds (may exceed this amount at times in emergency patient situations)
• Bending and reaching

Southern Orthodontic Partners is an Equal Opportunity Employer (EEO).