Dental Receptionist III Hillview

Receptionist III Senior / Front Lead
Pay Range: $28$30/hour

Patient Experience

• Welcome patients answer phones promptly and professionally and support patient check-in and checkout.

• Accurately collect and enter basic patient demographic and insurance information.

Treatment Planning

• Present treatment plans review estimated patient costs and financing options and help patients schedule recommended treatment before leaving.

• Review outstanding patient balances collect amounts due and support achievement of office collection goals.

• Take ownership of treatment-plan follow-up and conversion including ensuring unscheduled treatment is consistently worked and appropriately documented.

Exception Reports and Other Insurance or Billing Tasks

• Review and resolve front-office exception reports and follow identified issues through completion.

• Own front-office exception-report completion identify recurring exceptions or trends and escalate significant or repeated issues to the Front Office Lead or resolve yourself.

• Any other tasks necessary

Fill Schedule

• Confirm appointments and contact recall and unscheduled-treatment patients by phone text and email.

• Collect payments provide receipts and ensure required forms and information are complete before patients leave.

• Maintain all in office marketing supplies and materials

• Monitor the daily schedule for openings opportunities and issues and proactively work to keep provider schedules full.

• Review schedules and patient records before each clinical day for accuracy completeness outstanding treatment balances scheduling opportunities and potential issues.

• Take ownership of schedule utilization by identifying and filling openings reducing preventable cancellations and no-shows and driving recall and patient reactivation.

Daily Housekeeping

• Maintain a clean organized and fully stocked front desk waiting room and patient restroom.

• Check In / Check Out Floors / Lights Doors (throughout the office) Waiting Room Restroom

• Complete all housekeeping forms front and back and upload

• Assist with mail supplies lab-case tracking

• Enforce all HIPAA OSHA attendance dress code name-badge and other Company policies and standards.

Leadership

• Support at least 5 new patients reviews a day give consultation cards and help in office marketing

• Support office events recruiting referrals and other front-office duties as assigned.

• Monitor front-office collections and patient balances help resolve account issues and escalate significant collection concerns.

• Lead coach and train Receptionist I and II team members and help onboard new front-office employees.

• Identify missed tasks or breakdowns ensure they are corrected and coach the responsible team member to prevent recurrence.

• Serve as the first level of escalation for patient concerns and routine front-office operational issues and involve or serve as the Front Office Lead when appropriate.

• Identify scheduling issues staffing gaps workflow problems or other operational risks and proactively help resolve them or escalate them to the Front Office Lead.