Front Desk Team Member

Essential Functions

• Provides outstanding customer service with patient as #1 priority; partnering with staff, timely and successfully resolves patient concerns and questions.
• Acts as the liaison between the new patient and the office.
• Explains financial options to patients and family members so as to facilitate an understanding of the patient’s obligations.
• If needed, opens and/or closes office according to office policy.
• Checks the daily schedule for accuracy.
• Greets and welcomes patients and visitors; assists in helping clinical staff with patient flow such that there is minimal patient wait time.
• Answers and responds to telephone calls with professionalism and according to office policy; responds to voice mail messages professionally and timely.
• Checks in patients according to office policy, verifying and updating patient information.
• Makes follow up patient appointments as needed; confirms the next appointments according to patient preferences and office policy while scheduling for most efficient use of Doctor and staff time.
• Follows HIPAA protocol in protecting patient private information.
• Effectively understands and utilizes company dental software, HRIS, applicable Microsoft Suite applications and other internet vehicles as necessary.
• Understands company’s timekeeping system and enters hours worked and PTO appropriately and timely; gains pre-approval from Office Manager for overtime; notifies Office Manager immediately if discrepancy in hours paid through payroll.
• Completes continuing education as necessary.
• Collections payment from patients at the time of treatment.
• Prepares financial treatment plans and presents plan options to patient at end of their appointment.
• May check validity of debit balance accounts.
• Verifies patient insurance plans.
• Manages the status of accounts and balances and identifies inconsistencies.
• Follows up by phone, email and letters with patients on outstanding balances in tactful but diplomatic manner.

Nonessential Functions

• Performs additional tasks as necessary or assigned to achieve office/company goals.