Financial Coordinator at Red Dirt Orthodontics

Financial Coordinator

The Financial Coordinator is responsible for managing patient billing, insurance claims, and payment arrangements to ensure accurate and timely financial transactions. This role works closely with patients to explain treatment costs, verify insurance coverage, and support financial transparency. The Financial Coordinator plays a key role in maintaining a smooth revenue cycle while contributing to a positive patient experience.

Essential Responsibilities:

• Discuss financial options with patients, including orthodontic treatment costs, payment plans, insurance coverage, and financing solutions.
• Verify dental insurance benefits; accurately submit insurance claims; track claim status; and follow up on outstanding or denied claims.
• Manage patient billing processes, including applying payments, monitoring account balances, and resolving billing concerns or outstanding balances.
• Provide clear, compassionate financial guidance to patients and families, helping them understand treatment costs and financial responsibilities.
• Maintain accurate and up-to-date financial records, agreements, and insurance documentation within the practice management software.
• Assist with scheduling financial consultations and preparing detailed treatment cost breakdowns for upcoming appointments.
• Communicate and collaborate with clinical and front office teams to support seamless patient experiences and financial coordination.
• Support front desk operations as needed, including answering phones, assisting with check-in/check-out, and sending appointment reminders.
• Identify and assist in implementing improvements to financial workflows, billing systems, and patient communication processes.
• Participate in staff meetings, training sessions, and continuing education to remain current on billing regulations and insurance trends.
• Perform other duties and responsibilities assigned by management.

Requirements

Qualifications & Experience:

• Previous experience in dental or healthcare financial coordination, billing, or insurance (2+ years preferred).
• Strong knowledge of dental insurance policies, ADA codes, and claims submission processes.
• Proficiency with dental practice management software (e.g., Dentrix, Eaglesoft, Open Dental).
• Excellent communication skills with the ability to explain financial concepts clearly and empathetically.
• Strong attention to detail and organizational skills, with the ability to manage multiple tasks simultaneously.
• Ability to work independently and collaboratively in a fast-paced environment.
• Understanding HIPAA regulations, ethical billing practices, and patient confidentiality standards.
• Team members are expected to uphold the culture outlined in the SDB Handbook, with a focus on our core values and any additional responsibilities as defined.