Lisa Platten Email & Phone Number

Cleveland, Oh, Us

North Olmsted, Oh

Responsible for strategically monitoring and logistically scheduling all technicians. Coordinate the delivery, installation and removal of all Carestream Dental Imagining units. Work with bookkeeper on billing of installed Carestream units and recording accounts receivables. The ordering and receiving in of computer parts. Create marketing material, from newsletters, flyers and postcards. Plan and organize events for staff and clients.

Parma & Brecksville Ohio

Responsible for daily office management flow, from the upkeep of financial books, patient billing, HIPPA compliance, travel arrangements for doctor and staff, to marketing efforts and vendor relations ownership. • Oversee, develop, and manage the patient billing process with patients and insurance companies to ensure all parties meet payment schedules dates through offered payment processing types. • Responsible for all accounts payable bookings, including inventory, vendor, and capital expenses. In addition, supervises and administers all payroll activity with third-party vendor. • Source of knowledge for all HIPPA and OSHA compliance requirements and standards. • Manage all vendor relationships, from IT and Marketing consultants to Orthodontic Sales representatives. • Serve as patient liaison ensuring patients understood all aspects of their treatment; from educating prospect patients, ensuring treatment scheduling, to patient graduation. • Manage relationship with marketing firm to develop and manage a website to help increase company’s digital footprint.• Launched and manage company’s Facebook page to help increase brand awareness and engagement with current and prospect patients. • Create marketing content by writing blogs and producing creative pieces to be used on website and Facebook. • Organize and run all company events to drive patient engagement; this includes large yearly patient appreciation roller-skating party to smaller contest driven events. • Manage the daily office routine and flow as needed; including patient care & scheduling, 3D ITERO scanning, and multiple other tasks needed to support Doctor and staff.

Parma And Brecksville Ohio

Responsible for tracking, management, and communications of insurance claims and benefits to and from the subscribers while also assisting with the onboarding and selling of the Doctor and treatment options to prospective patients. • Managed all PPO insurance companies to ensure accordance with all payment scheduling. • Responsible for verification of all patient insurance benefits prior to patients’ initial appointment. • Translated and educated patients or guardians on their orthodontic insurance benefits. • Communicated all treatment recommendations and outlines in addition to ensuring patient/guardian understanding of treatment coverage and fees.• Created and processed all monthly patient billing statements and insurance verification.• Collected and cataloged all financial statements, from accounts payable and receivable, on a monthly basis to be delivered to accountant. • Designed, wrote, and executed the quarterly newsletter to patients. • Worked with Office Manager on the execution of all office events and contests.

Parma And Brecksville, Ohio

Parma Oh

Chairside Clinical Assistant, Ordering, Front Desk

Education record

Education record