Senior Patient Financial Coordinator

Senior 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