Financial Coordinator

Canadian Orthodontic Partners; Brantford; On-site; CAD 40,000 - 50,000; Full time

Job summary

A leading orthodontic service provider is seeking a Financial Coordinator for its Brantford and Simcoe locations. This full-time role involves managing patient financial records, engaging with customers, and ensuring smooth administrative processes. Ideal candidates should have customer service and financial experience, along with proficiency in Microsoft Office. Join a team dedicated to delivering top-tier patient care and support services.

Benefits

Competitive hourly wage

Quarterly bonus

Comprehensive benefits package

Educational reimbursement program

Guaranteed shift hours

Qualifications

• Dental Office experience is an asset.
• Administrative experience is necessary.
• Some Financial experience is required.

Responsibilities

• Greet every patient with kindness and enthusiasm.
• Communicate with patients regarding appointments and treatment.
• Manage financial records and patient billing.
• Process insurance claims and resolve discrepancies.

Skills

Customer service experience

Computer proficiency

Interpersonal skills

Organizational skills

Time management

Tools

Microsoft Office Suite

Job description

Grand River Orthodontics-docbraces has an exciting full-time opportunity! We are looking for a talented Financial Coordinator to join our Brantford and Simcoe team. Canadian Orthodontic Partners provides support services to Grand River Orthodontics-docbraces and our national network of community-based clinics in delivering personalized Orthodontic treatment. We provide an enhanced level of patient care and service experience in our clinics putting patient care above all else. Come join a team that shares, collaborates and learns with a vision of becoming the icon of orthodontic excellence by building self-esteem, one beautiful smile at a time.

Must be able to work in both our Brantford and Simcoe locations.

What We Offer

• Competitive Hourly Wage + Quarterly Bonus
• Comprehensive Benefits Package including Medical, Dental, Vision, and Orthodontic Coverage for employees and their families.
• Educational Reimbursement Program.
• Guaranteed shift hours and employees qualify for all Statutory Holidays.
• Real Career Growth Opportunities.

Key Responsibilities

• Greet every patient with kindness, enthusiasm and interest ensuring that everyone feels welcomed.
• Communicate with the patients and guardians regarding their appointments. Provide answers pertaining to their orthodontic treatment, appointments, and office policies.
• Answer all incoming calls and make detailed notes regarding important conversations with patients and their responsible parties.
• Check voice messages, emails, mail, and pigeon chat regularly.
• Complete ‘New Patient Phone Slips’ when booking new patients for consultations.
• Gather insurance information and complete the insurance checklist.
• Book and organize patient appointments.
• Scan all information into the patient charts.
• Use external software programs or call to confirm patient appointments.
• Act as a liaison between the doctor and the patient.
• Act as a liaison between the doctor and any other dental specialist or general practitioners.
• Compose letters and other documents for communication as requested and required.
• Enter initial contracts for patients.
• Collect and process payments.
• Manage recurrent payments, post day sheet, and prepare daily deposit.
• Close the day and email corresponding documents to the Accounting lead.
• Print practice reports as needed.
• Print no show report and reschedule appointments.
• Anticipate problems in the schedule and work with the Scheduling Lead or Manager to correct issues.
• Ensure the patient lounge is always tidy.
• Advise Lead or Manager if office stock is required.
• Implement and maximize practice promotions – Advise and inform patients of current contests and other marketing objectives.
• Work cohesively with fellow team members to provide an atmosphere of trust, mutual respect, and cooperation.
• Complete monthly tracking sheets and checklists.
• Perform any other tasks delegated or assigned by the office Lead or Manager.
• Organize and updates paperwork and administrative requirements to collect payments.
• New Patient orientation – signed documents.
• Enter and update financial contracts into software system.
• Resolve financial discrepancies, and financial concerns.
• Update financial information in the Practice Management Software.
• Maintain and balance daily finances.
• Maintain positive relationship with insurance companies.
• Track any notes on chart regarding insurance changes.
• Processing insurance claims and reconcile insurance cheques.
• Arrange payment agreements with new patients.
• Follow up on outstanding accounts.
• Prompt communications to patients’ inquiries.
• Manages and responds to all customer calls.
• Maintain daily, weekly, and monthly monitoring systems and checklists.
• Managing and resolving patient concerns/issues.

Requirements

• Dental Office experience is an asset.
• Administrative experience.
• Some Financial experience.
• Must have customer Service experience.
• Computer proficiency and the ability to learn new programs to include Microsoft Office Suite.
• Excellent interpersonal and communication skills; written and verbal, an ability to make patients feel comfortable and at ease.
• Great time management and organizational skills.

We are an equal opportunity employer, dedicated to creating a diverse and inclusive culture. Everyone who applies will be considered, but only those selected for an interview will be contacted.