DEFINITION OF POSITION:
Perform administrative activities required to engage potential patients in a manner that creates actual patients. Provides the highest quality of care possible: assuring that all patients are treated professionally, with respect, kindness, and understanding. Provides detailed treatment plans with various financial payment options to patients.
REQUIRED: Previous treatment consulting experience. Positive leadership, problems solving, and time management skills, ability to work with a team. Excellent communication, relationship building, and presentation skills. Extensive software skills, Internet research abilities and strong communication skills required. Strong work ethic, professional appearance and approach, high integrity and strong desire to succeed. Sales experience required!
- Greet new patient / parent in a friendly and professional manner on their first visit and begins relationship building immediately.
- Present the office tour video.
- Conduct initial needs assessment with patient / parent. Educate the patient on what to expect at the first exam.
- Documents exam information and reviews treatment plan with parent and patient.
- Support doctor by helping to explain treatment recommendations, the treatment benefits, alternatives and risks.
- Describe the financial breakdown to the patient of the treatment fees, insurance benefits, other financial options, and the office collection policies.
- Take diagnostic records as necessary or have a qualified assistant take records.
- Schedules future patient appointments once contract documentation complete.
- Complete and send all correspondence to parents/patient and general dentists.
- Update patient information on system.
- Follow up with all patients who have not appointed for treatment.
- Attend morning huddle and share pertinent information.
- Re-stock and keep area clean.
- Review with front office to ensure new patient mail-outs seven to ten days prior to their scheduled appointment.
- Responsible for providing a productive new patient day…i.e. if a new patient cancels their scheduled appointment, consult with the front office to ensure an attempt has been made to move a new patient from another day into that open time slot.
- Manages and reviews with the front office the confirmation of all new patient appointments…i.e. three days and one day before scheduled appointment.
- Ensures new patient day preparation complete by reviewing with the front office to ensure insurance benefits have been confirmed and all patient documentation filled out correctly.
- Works to achieve targets (such as starting 90% of all new patients) and follows documented methods for generating high start rates.
- Performance is measured on a daily basis. Run reports, track and report measured success.
- Studies new treatment procedures and products to accurately counsel patients concerning the benefits, risks, and alternatives.