Financial Coordinator at Red Rock Orthodontics

Socket.dev; Spanish Fork (UT); On-site; USD 38,000 - 56,000; Full time

Job summary

Socket.dev is seeking a Financial Coordinator to manage patient billing, insurance claims, and payment arrangements, ensuring accurate financial transactions and a smooth revenue cycle. You will work closely with patients to explain treatment costs, verify insurance coverage, and support financial transparency.

The role requires 2+ years in dental or healthcare financial coordination, proficiency in practice management software, and a patient‑focused approach to financial conversations.

Qualifications

• Experience coordinating dental/healthcare billing and insurance (2+ years preferred).
• Strong knowledge of dental insurance policies, ADA codes, and claims submission.
• Proficiency with dental practice management software (Dentrix/Eaglesoft/Open Dental).
• Excellent communication with ability to explain financial concepts clearly and empathetically.
• Attention to detail and organizational skills for multiple tasks.

Responsibilities

• Discuss financial options with patients, including treatment costs, payment plans, and financing.
• Verify and submit insurance claims; track status and follow up on denials.
• Manage patient billing, apply payments, monitor balances, and resolve issues.
• Provide clear financial guidance to patients and families about costs and responsibilities.
• Maintain accurate financial records and insurance documentation in the PM software.
• Assist with scheduling financial consultations and prepare cost breakdowns for appointments.
• Support front desk operations and patient communications as needed.

Skills

Financial coordination

Dental billing

Insurance claims

Communication

HIPAA knowledge

Detail oriented

Team collaboration

Tools

Dentrix

Eaglesoft

Open Dental

Job description

Description

The Financial Coordinator is responsible for managing patient billing, insurance claims, and payment arrangements to ensure accurate and timely financial transactions. This role works closely with patients to explain treatment costs, verify insurance coverage, and support financial transparency. The Financial Coordinator plays a key role in maintaining a smooth revenue cycle while contributing to a positive patient experience.

Essential Responsibilities:

• Discuss financial options with patients, including orthodontic treatment costs, payment plans, insurance coverage, and financing solutions.
• Verify dental insurance benefits; accurately submit insurance claims; track claim status; and follow up on outstanding or denied claims.
• Manage patient billing processes, including applying payments, monitoring account balances, and resolving billing concerns or outstanding balances.
• Provide clear, compassionate financial guidance to patients and families, helping them understand treatment costs and financial responsibilities.
• Maintain accurate and up-to-date financial records, agreements, and insurance documentation within the practice management software.
• Assist with scheduling financial consultations and preparing detailed treatment cost breakdowns for upcoming appointments.
• Communicate and collaborate with clinical and front office teams to support seamless patient experiences and financial coordination.
• Support front desk operations as needed, including answering phones, assisting with check-in/check-out, and sending appointment reminders.
• Identify and assist in implementing improvements to financial workflows, billing systems, and patient communication processes.
• Participate in staff meetings, training sessions, and continuing education to remain current on billing regulations and insurance trends.
• Perform other duties and responsibilities assigned by management.

Qualifications & Experience:

• Previous experience in dental or healthcare financial coordination, billing, or insurance (2+ years preferred).
• Strong knowledge of dental insurance policies, ADA codes, and claims submission processes.
• Proficiency with dental practice management software (e.g., Dentrix, Eaglesoft, Open Dental).
• Excellent communication skills with the ability to explain financial concepts clearly and empathetically.
• Strong attention to detail and organizational skills, with the ability to manage multiple tasks simultaneously.
• Ability to work independently and collaboratively in a fastpaced environment.
• Understanding HIPAA regulations, ethical billing practices, and patient confidentiality standards.
• Team members are expected to uphold the culture outlined in the SDB Handbook, with a focus on our core values and any additional responsibilities as defined.