Southern Maine Oral and Maxillofacial Surgery Portland, ME
5 days ago Be among the first 25 applicants
Job Summary:The Financial and Treatment Coordinator communicates with patients regarding their treatment plan, determines the best option for financing the recommended treatment.
Qualifications: To perform this job successfully, an individual must be able to satisfactorily perform each essential duty as listed below.
Financial and Treatment Coordination Tasks
- Documents treatment planned and time needed in the practice management software.
- Reviews patient charts for any incomplete treatment.
- Prepares financial estimates from the treatment plan and presents to the patient . Documents patient financial discussions.
- Communicates options available to assist patients with financing their treatment plans.
- Reconciles patient payments by receiving and recording patient payments on the patient ledger.
- Maintains appropriate financial documentation, including signed financial agreements if financing treatment.
- Prepares post-treatment letters, and other documents, as requested by doctor.
- Works with Patient Care Coordinator to complete daily close out procedures and submit completed sheets to the office manager at the end of each day.
- Crossed trained in all critical aspects of the Patient Care Coordinator role.
- Any other duties as assigned.
Insurance Tasks
- Verifies insurance benefits.
- Confirms insurance information, including subscriber’s information, is entered correctly in the practice management software and updates as necessary.
- Follows up with patients for missing and/or incorrect insurance information.
·Studies the insurance plans that are used most frequently with patients to understand the various nuances of each plan in order to communicate the details more effectively.
Appointment Tasks
- Answers telephone, routes calls, provides information, and takes messages in accordance with practice procedures.
- Schedules and adjusts patient appointments to maximize the patient care and doctor preferences.
Knowledge/Skills/Abilities:
- Proficient in using conflict resolution and problem-solving techniques to manage interpersonal conflict, complaints, and other discord amongst staff or patients.
- Knowledge of English composition, grammar, spelling, and punctuation.
- Skilled in the use of standard office equipment including: telephones, calculators, copiers, fax, computers, and computer software (MS Excel, Word, Practice Management software).
- Ability to maintain composure and professionalism when exposed to stressful situations.
- Ability to engender trust from the doctors, co-workers, and patients.
- Maintain confidence with the patient regarding abilities of doctor(s) and staff.
- Ability to work cooperatively with management, staff, and patients.
- Ability to prioritize, organize, and complete tasks in a timely and independent manner.
- Ability to accept constructive criticism.
- Ability to understand and follow written and verbal instructions.
- Ability to collect data, establish facts, draw valid conclusions, and maintain confidentiality.
- Ability to communicate and express thoughts and ideas competently.
- Ability to quickly grasp relevant concepts regarding duties and responsibilities.
- Ability to greet patients professionally and courteously.
- Adheres to all safety and health regulations.
Education / Experience:
- High school diploma or equivalent.
- Preferable of 2 year(s) relevant experience in a customer service role.
Physical and Environmental Requirements:
- May be required to lift up to 25 lbs.
- Active movement throughout the day: sitting, walking, standing, squatting, bending, stooping, reaching, etc. (not a sedentary position).
- Vision: close vision, depth perception, and ability to adjust focus.
- Hearing: able to satisfactorily communicate with patients, doctor, and other staff members to ensure that verbal communication is clearly understood, or a satisfactorily-equivalent method of communication.
- Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or operate equipment.
- Possible exposure to toxic or caustic chemicals and radiation.
- Exposure to moderate noise levels.
- Exposure to hectic, fast-paced, high anxiety environments.
Additional or different duties may be assigned occasionally at employer’s discretion.
Seniority level
Seniority level
Entry level
Employment type
Job function
Job function
Health Care Provider
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