The Financial Coordinator/Management position is responsible for managing all financial and insurance operations related to patient accounts while providing oversight and support to the dental assisting team. This role ensures accurate financial presentation, efficient workflow between the front and back office, and an exceptional patient experience. This position plays a key role in maintaining accurate financial systems and coordinating business payments. Verify insurance eligibility, orthodontic benefits, frequency limitations, and required documentation before consultations. Submit, track, and follow up on all orthodontic insurance claims, predeterminations, and appeals. Post insurance and patient payments, process refunds, and maintain precise ledger accuracy. Complete billing inquiries patient account audits, and end-of-month financial balancing. Maintain detailed insurance notes, EOB documentation, and financial records in practice software. Process bi-weekly payroll for all employees, ensuring accuracy and confidentiality. Manage accounts payable, including receiving, tracking, and paying office bills, utilities, lab invoices, and vendor statements. Maintain secure financial records and support the orthodontist with year-end documentation for accountants.
