Financial Coordinator

NORTH AMERICAN DENTAL SLEEP MANAGEMENT LLC; Austin (TX); On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Paid time off

401(k) retirement plan

Training and career growth

Job summary

North American Dental Sleep Management LLC (NADSM) is seeking a proactive Financial Coordinator to guide patients through financial aspects of recommended care. You’ll verify insurance, prepare estimates, explain financing options, and support patients from diagnosis to scheduled treatment.

Collaboration with clinicians, scheduling, and administrative teams will be essential to ensure a smooth patient experience and timely follow-up.

Qualifications

• Two years of experience in dental or medical financial coordination, insurance verification, billing, or treatment coordination.
• Understanding of insurance benefits and ability to help patients navigate coverage.
• Clear, professional, and compassionate communication, especially about costs.
• Comfort discussing money and financing options with patients.

Responsibilities

• Verify insurance benefits and determine coverage for treatment.
• Prepare treatment estimates and explain expected out-of-pocket costs clearly.
• Explain deductibles, coverage limitations, insurance benefits, and financial responsibilities.
• Present available financing options and payment plans to fit patients' needs.
• Answer questions about costs, insurance, billing, and payment options with patience.

Skills

Insurance verification

Financial coordination

Customer service

Communication skills

Tools

NextGen

Cherry

Job description

JOIN THE NADSM TEAM!

About North American Dental Sleep Management

At North American Dental Sleep Management (NADSM), we believe great patient care starts with a great team! We partner with dental and sleep medicine practices across the country to provide the administrative and operational support that helps healthcare providers focus on what matters most: their patients.

Our team plays an important role in helping patients access the care they need. By making the administrative and financial side of healthcare easier to navigate, we help patients feel informed, supported, and confident as they take the next steps in their care journey.

As our organization continues to grow, we're excited to welcome team members who are passionate about helping others, enjoy solving problems, and want to make a meaningful difference in healthcare. At NADSM, you'll have the opportunity to build valuable skills, collaborate with a supportive team, and contribute to a growing network of dental and sleep medicine practices.

About the Role Are you a people person who enjoys helping others, solving problems, and turning challenges into solutions? Are you comfortable having conversations about money and insurance and helping people understand their options?

We're looking for a friendly, organized, and motivated Financial Coordinator to join our growing team!

In this role, you'll help patients understand the financial side of their recommended treatment, from verifying insurance benefits and preparing cost estimates to explaining financing options and answering questions. You'll also play an important role in following up with patients who haven't yet scheduled treatment, helping them navigate concerns and feel confident about their next steps.

You’ll work closely with patients, providers, and administrative teammates to create a smooth, supportive experience from diagnosis to scheduled treatment. Your ability to communicate clearly, build trust, and stay on top of follow-up will help patients access the care they need while supporting the success of our practices.

We're looking for someone who combines attention to detail with a genuine passion for helping people. If you're proactive, enjoy building relationships, and find satisfaction in helping others overcome obstacles, we'd love to meet you!

What You'll Do Help

Patients Understand Their Financial Options

• Verify dental and medical insurance benefits and help determine coverage for recommended treatment.
• Prepare treatment estimates and explain expected out-of-pocket costs in a clear, easy-to-understand way.
• Help patients understand deductibles, coverage limitations, insurance benefits, and their financial responsibilities.
• Present available financing options and payment plans to help patients explore solutions that fit their needs.
• Answer patient questions about treatment costs, insurance, billing, and payment options with patience and confidence.
• Help patients feel informed and comfortable as they make decisions about their care.

Help Patients Move Forward With Treatment

• Follow up with patients who have received treatment recommendations but have not yet scheduled their appointments.
• Make outbound calls and respond to patient inquiries to answer questions and help resolve financial concerns.
• Build trust through friendly, professional, and empathetic communication.
• Help patients understand their options and take the next steps toward scheduling recommended treatment.
• Maintain consistent follow-up with pending treatment cases and keep track of outstanding opportunities.
• Contribute to treatment acceptance and scheduling goals by making the financial process easier for patients to navigate.

Keep Things Organized and Running Smoothly

• Prepare and maintain accurate financial agreements and payment arrangements.
• Document insurance verification, treatment estimates, patient conversations, and follow-up activities in the appropriate systems.
• Keep patient records and financial information organized and up to date.
• Monitor pending cases and follow-up tasks to ensure patients receive timely communication.
• Work closely with clinical, scheduling, billing, and administrative teams to support a seamless patient experience.
• Help identify opportunities to improve workflows, communication, and the overall patient experience.

Learn, Collaborate, and Grow

• Build strong working relationships with patients, providers, and administrative teammates.
• Develop your knowledge of dental and medical insurance, patient financing, and financial coordination.
• Learn and use practice management systems and other tools that support efficient patient care.
• Contribute to team goals and help create a positive, collaborative work environment.
• Take ownership of your responsibilities while seeking guidance and support when needed.
• Look for opportunities to improve processes and help our growing organization succeed.

Requirements

What We're Looking For

We're looking for someone who enjoys helping people, takes pride in doing things accurately, and is motivated to help patients overcome financial barriers to care.

You’ll be a great fit if you:

• Have at least two years of experience in dental or medical financial coordination, insurance verification, billing, or treatment coordination.
• Understand insurance benefits and can help patients navigate coverage and financial responsibility.
• Communicate clearly, professionally, and compassionately, especially when discussing costs and payment options.
• Feel comfortable talking about money, answering financial questions, and explaining available solutions.
• Are proactive about following up with patients and keeping pending cases moving forward.
• Enjoy working toward goals and understand the importance of helping patients move from treatment recommendations to scheduled care.
• Stay organized while managing multiple tasks, patient conversations, and follow-up priorities.
• Pay close attention to detail and take pride in maintaining accurate records.
• Are comfortable using computers and learning new software.
• Bring a positive attitude, a team-first mindset, and a genuine desire to help others.

Experience That Can Help You Succeed

• Dental or medical insurance verification and benefit breakdowns.
• Patient financial counseling or treatment coordination.
• Experience presenting treatment estimates, financing options, or payment plans.
• Patient follow-up, appointment scheduling, or treatment acceptance.
• Familiarity with third-party financing platforms such as Cherry.
• Experience with practice management systems such as NextGen or similar platforms.
• Customer service, healthcare administration, billing, or other patient-facing experience.

We value candidates who combine strong technical skills with excellent customer service. If you enjoy building trust, finding solutions, and helping patients feel confident about their care, you'll bring valuable strengths to our team!

Schedule & Work Environment

• Schedule: Full-time; specific hours will be discussed during the hiring process.
• Work environment: A collaborative healthcare administrative environment with regular phone communication, computer work, and interaction with patients and team members.
• Team collaboration: Work closely with clinical, scheduling, and administrative teams across the practices we support.

Why Join NADSM?

Joining NADSM means becoming part of a growing organization where your work makes a difference! You’ll help patients navigate important healthcare decisions while developing valuable skills in insurance, financial coordination, and patient engagement.

What you can look forward to:

• Medical, dental, and vision insurance for eligible full-time employees.
• Paid time off (PTO) and paid holidays.
• 401(k) retirement savings plan.
• Training and opportunities to develop new skills.
• Career growth opportunities within an expanding healthcare organization.
• A collaborative, supportive team that values learning and continuous improvement.
• The opportunity to make a positive difference in patients' experiences every day.
• The satisfaction of helping patients understand their options and take the next step toward recommended care.