Business Assistant II

CPF Dental; Nashville (TN); On-site; USD 25,000 - 41,000; Full time

Job summary

CPF Dental is seeking a Business Assistant II (Treatment Coordinator) in Nashville to serve as the liaison between patients and the dental team. You will educate patients about treatment plans, present financial and scheduling options, and support the dentist in delivering exceptional customer service.

A proactive, solution-focused approach helps patients understand their care and drives practice growth. Under the Operations Leader, you will educate patients, discuss payment plans, and ensure

Qualifications

• 2 or more years of dental office experience
• Be a proactive team player with strong communication and HIPAA/OSHA awareness
• Ability to educate patients on treatment plans and financing options

Responsibilities

• Educate patients on treatment plans and clarify questions
• Present treatment options including payment plans and scheduling
• Help patients accept treatment plans and meet financial goals
• Support Dentist(s) to educate patients in a positive, collaborative environment
• Complete administrative duties accurately and timely
• Answer calls and questions about treatment, insurance, finances, and scheduling
• Deliver superior customer service for a positive patient experience
• Maintain HIPAA and PHI privacy and follow company safety procedures

Skills

Self-starter

Independent worker/thinker

Goal achiever

Customer Service Focused

Tech savvy

Lifelong learner

Constructive feedback

Education

High School diploma or equivalent

Job description

The Business Assistant II (Treatment Coordinator) serves as a key liaison between patients and the dental team, educating patients on their treatment plans, presenting financial and scheduling options, and ensuring a clear understanding of oral care needs. This role supports the dentist by fostering a collaborative environment and delivering exceptional customer service to enhance the overall patient experience. With a proactive and solution-focused approach, the BA II (Tx Coord) helps patients make informed decisions, leading to improved oral health and practice growth.

Working under the direction of the Operations Leader, the tasks and responsibilities of a Business Assistant II include but are but not limited to:

• Educate patients on their treatment plan including clarifying any questions on the need for oral care
• Present treatment plan options to patients including payment plans and scheduling availability
• Achieve financial goals by gaining acceptance to treatment plans
• Support and partner with the Dentist(s) to educate patients while developing and maintaining a positive, collaborative environment
• Complete all administrative responsibilities accurately and timely
• Answer patient calls and questions regarding treatment, insurance, financial arrangements, and scheduling
• Deliver superior customer service ensuring a positive patient experience
• Utilize tools skills and talents to assist patients in making the best possible decision for their needs and helping them get healthier and happier.
• Has a "yes mentality" when helping patients.
• Makes a positive first impression with patients by phone or in person.
• Be a champion of the Marquee Dental Partners Mission, Vision, and Values
• Ensure that ALL patients have an extraordinary experience in a Marquee office
• Hold self and staff accountable for successful completion of projects, job duties, and all company deliverables.
• Complete Continuing Education as required for self and staff. Follow required HIPAA and OSHA safety procedures, as necessary.
• Exhibit outstanding customer service with patient as priority; partnering with staff, timely and successfully resolve patient complaints, concerns and questions.
• Continually build and nurture a positive working relationship with theOperations Leader, doctor(s), hygiene and dental assistants
• Strictly follow HIPAA and company standards to protect Patient Health Information (PHI) and patient personal and financial information including credit card, social security numbers etc.
• Other duties and responsibilities assigned

Required

• High School diploma or equivalent
• 2 or more years of dental office experience

Knowledge/Skills/Abilities

• Self-starter, Independent worker/thinker
• Goal achiever
• Customer Service Focused
• Tech savvy, computer proficient
• Lifelong learner, committed to continual educational advancement
• Can take respectful, constructive feedback