Senior Patient Financial Coordinator

Patient Financial Coordinator

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

• Present and explain financial options and payment plans to patients
• Coordinate and set up patient payment arrangements in alignment with practice policies
• Accurately enter patient contracts into the system
• Review patient accounts for accuracy and resolve account discrepancies
• Collect payments and ensure proper posting to patient ledgers
• Maintain accurate financial records across multiple locations
• Communicate clearly and compassionately with patients regarding balances and financial expectations
• Work closely with practice managers and leadership to address financial concerns or workflow improvements
• Utilize practice management software and financial tools to manage accounts efficiently

Requirements

• High School Diploma or GED required
• 2+ year of experience in a patient financial, treatment coordination, or dental/orthodontic financial role (multi-site experience preferred)
• Strong understanding of orthodontic or dental financial processes and payment structures
• Proficient in Excel and practice management software
• Excellent interpersonal and communication skills with a patient-first mindset
• Strong attention to detail and organizational skills
• Ability to work independently while collaborating with a team
• Comfortable working in a fast-paced, multi-location environment
• Willingness to travel one time a year to visit practices