Description:
Position Overview
We are seeking an experienced Patient Financial Coordinator to support the financial experience of patients across multiple orthodontic locations. This role is patient-facing and focused on financial communication and account management. You will play a key role in helping patients understand their financial responsibilities and ensuring a smooth, transparent payment process from start to finish.
Key Responsibilities
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Present and explain financial options and payment plans to patients
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Coordinate and set up patient payment arrangements in alignment with practice policies
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Accurately enter patient contracts into the system
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Review patient accounts for accuracy and resolve account discrepancies
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Collect payments and ensure proper posting to patient ledgers
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Maintain accurate financial records across multiple locations
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Communicate clearly and compassionately with patients regarding balances and financial expectations
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Work closely with practice managers and leadership to address financial concerns or workflow improvements
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Utilize practice management software and financial tools to manage accounts efficiently
Requirements:
Requirements
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High School Diploma or GED required
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2+ year of experience in a patient financial, treatment coordination, or dental/orthodontic financial role (multi-site experience preferred)
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Strong understanding of orthodontic or dental financial processes and payment structures
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Proficient in Excel and practice management software
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Excellent interpersonal and communication skills with a patient-first mindset
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Strong attention to detail and organizational skills
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Ability to work independently while collaborating with a team
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Comfortable working in a fast-paced, multi-location environment
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Willingness to travel one time a year to visit practices
