Feb 2016 — Now
Office Manager + Treatment Coordinator · Playa Vista Orthodontics
• Selling orthodontic treatment, negotiating contracts
• Systematic consultation follow up and documentation
• Educating patients and families on orthodontics and oral health
• Office management and overseeing reception, implementing systems and
protocols
• Answering emails, texts and multi-line phones
• Scheduling appointments for patients and referring dentists
• Creating a memorable experience
• Researching and implementing new operating systems for a better overall
experience
• Digital marketing
• Marketing at Community events, holiday marketing
• Visiting potential new referring practices, building relationships to gain referrals
• Office aesthetics
• Training and on-boarding of all administrative employees and updates on evolved
systems and protocols
• Daily account management
• Quarterly audits to reduce accounts receivable for both insurance and patient
ledgers
• Implementing reliable insurance tracking protocols and follow up
• Attend marketing meetings with product representatives to improve services and
performance
• Annual continuing education courses at the American Association of Orthodontics
and implementation
• Virtual consultations and support for patients
Jul 2014 — Feb 2016
Front Office Coordinator · Peter M. Sinclair, DDS
•Create and implement coding system for more accurate and knowledgeable
charting
• Draft and mail dictated treatment letters to referring doctors
• Make additions to improve the presence and comfort of the office
• Enhance systems to strengthen operational infrastructure
• Coordinates operational matters for building maintenance/repair, office equipment
• Assists in preparation and maintenance of contracts and contract proposals
• Maintaining a filing system, store and update contact information, copying, faxing,
etc.
• Schedule initial, routine and emergency appointments for all patients
• Schedule lunch meetings with referring doctors & new potential doctors
• Answering emails and multi-line phones
Feb 2012 — May 2014
Financial/Treatment Coordinator · Schumacher & Bauer, DDS
• Possess an in-depth knowledge and understanding of insurance, in order to relay it
accurately in treatment plan form to the patient, while educating them of their
benefits
• Verify insurance benefits
• Answering emails and multi-line phones
• Treatment planning and presentation
• Scheduling recalls and advanced treatment plans
• Balanced Accounts Receivables and daily bank deposits via electronic check
capture
• Supports managers with daily administrative duties, including scheduling and
routine correspondence
• Provided training for new employees, training co-workers on current and new
computer systems
• The transferring of information between SoftDent and Open Dental
• Exceeded production goals by creating recall for treatment
• Instrumental team leader to multiple paperless system conversions
Jan 2010 — Jan 2012
Financial/Treatment Coordinator · Huddleston & Associates
•Principal liaison between practice, patients, insurance companies and vendors
•Financial and insurance coordination – developed a formula for more accurate insurance estimates
•Implemented inventory supply system, purchased all office supplies, resulted in decreased overhead
•Online referral submission
•Answer multi-line phone system
Nov 2007 — Nov 2008
Financial/Treatment Coordinator · Brian Rubens, DDS, MS
•Resolved multiple claim issues from file origination through to payment reconciliation
•Self-taught medical claim knowledge and submission while coordinating with dental
•Treatment planning presentation with signed agreements
•Electronic and manual filing and document management, with demonstrated concern for completeness and accuracy
