Duties Include:• Handle day-to-day operations such as opening, closing, auditing charts to assure accuracy.• Manage practice schedule daily using Dentrix.• Check patients in and out for appointments.• Monitor and respond to all office emails and correspondence.• Post all insurance and patient payments and assist with maintaining account accuracy.• Assist with maintaining a healthy Profit and Loss report by driving all of the accounts receivable accounts and reports.• Ensure each patient has the proper paperwork and records completed and/or updated, filed and organized with heartland standards.• Distribute all office mail and packages.• Work past due insurance reports and follow up to receive information regarding claims and payment. 􏰀 Assist office manager with any delegation in her absence.• Draft and create correspondence, announcements, emails, tables and graphs.• Attend, assist with planning and participate in office meetings, conferences and events.• Complete heartland continuing education requirements through the system homeroom to ensure currency and great patient care.• Assist doctor with and treatment planning and financial questions for patient care.• Ensure and check patient’s insurance and retrieve insurance breakdowns.• Remote deposit all checks received.• Ensure all daily and weekly reports are done to completion.• Fulfil requests for patient documents or records in accordance with federal and state laws that are applicable.

Duties Include:• Present treatment plan and assist patient in understanding how they can afford the needed dental work and obtainsigned financial agreement. • Review patient’s diagnosed treatment in the computer. Using current insurance plan data (if applicable) calculateand prepare estimate for cost of treatment, approximating what the insurance will cover and the patient’s shareof the cost. • Act as office manager in the absence of the current office manager.• Answer incoming telephone calls in a friendly and professional manner, with the goal of scheduling every callerand their family members. • Determine patient’s insurance carrier being certain we have current plan information.• Collect down payment and schedule treatment, being certain to schedule hygiene visits also. • Assure dentist schedule is productive and full and confirm the dental appointments.• Make recovery and re-care calls to patients encouraging them to make appointments for unscheduled diagnosed treatment and unscheduled hygiene appointments. • Call on unpaid accounts and on past due insurance claims as well as past due patient accounts to secure payment; post all payments and ensure all deposit sheets are balanced at end of day; ensure that weekly billing statements are mailed out.• Handle day-to-day operations such as opening, closing, auditing charts to assure accuracy, and assisting with phone calls for other treatment coordinators who are out.• Work closely with all doctors to ensure proper payment plans with patients • Send secure emails to patients or offices who request certain documents.• Ensure all patients have a great customer service experience. • Make sure all mail is properly stamped and addressed correctly.• Ensure concierge is abiding by opening and closing checklist.

Duties Include:• Train POS staff on POS procedures and Club Speed system, delegate tasks to POS staff and ensure completion,update POS staff on promotions, deals and business updates/changes• Ensure POS staff is creating a customer friendly environment which includes greeting and acknowledgingcustomers and ensure customers questions and concerns are taking care of and maintain a positive atmosphereand professional attitude towards customers, work and other staff.• Ensure POS staff are completing accurate transactions in Club Speed system and utilizing correct buttons forsales and promotions.• Provide direction to POS staff by communicating plans, expectations and goals.• Adhere to company policies and procedures and ensure that all POS staff is following.• Provide employee coaching and perform evaluations in order to keep ongoing development of POS Staff andrespond to and handle disciplinary actions on the 1st level.• Count drawers and calculate total payments such as cash/credit card handling, refunds and credits received.Complete readout including all necessary paperwork, and reports. Determine any problems with dailybalancing of drawers.• Maintain and request adequate supply of cash for the purpose of making change.• Complete lead log sheet daily.• Maintain supplies, order and stock as needed.• Assist with events planning, setup, hosting, marketing ideas and attending events promoting the company.