Dental Financial Coordinator Training
Get Access Now
The 6 Best Insurance Coordinator Forms.
The Financial Coordinator position can be challenging when it comes to time management and multitasking.
To ensure that your tasks are being accomplished in a timely and efficient manner, staying organized and prioritizing tasks is essential.
Please note you must be logged in to access these documents
Financial Coordinator Job Duties in Depth
These instructions define each step, what it means, how it is done, and why it is important
Financial Coordinator 8-Hour Day Outline
As the insurance coordinator your day functions best when it is organized and well planned, this outline will show you how.
TRACKING AGAINST GOALS
examples and screen shots illustrating how best to track those goals.
Benefit Breakdown Form
use this form to capture patient information, coverage percentages, frequency, and hygiene.
Fee Schedule Versus Coverage Book
how to determine whether you should use a fee schedule or the coverage book.
What does a Financial Coordinator Do?
- Verifying eligibility for the next two days worth of patients
- Filing claims as patients accept treatment plans
- Creating narratives for insurance
- processing insurance checks
- sending statements to patients
- appealing claim denials
- answering patient questions about balances and benefits
- tracking aging claims
Working with insurance is a major part of a dental office and the first step is to know what you are talking about.
Dealing with Insurance
As benefit plans and networks become more complex its vital for your practice and revenue that one person is dedicated to understanding how insurance works and monitoring your claims and networks. You need to know the specific financial guidelines for your practice.
Do you collect estimated co-pays and co-insurance at the time of treatment or ask patients to pre-pay?
Do you offer a prepayment discount?
Do you accept financial arrangements?
Do you offer outside financing options like Care Credit?
THE TOP QUESTIONS
ASKED BY DENTAL
We recommend watching all the video modules in each unit, but if your team is in a crisis and needs answers now…
I am brand new to the front office and I have a question about verifying dental insurance. Can you explain exactly how I go about doing that and what information I should be looking for?
As far as verifying benefits, I suggest that you first...
Do you have any recommendations for how to track these financial arrangements and monitor them on an ongoing basis? Our goal is that everyone at the front desk should be able to determine the amount owed for any given patient on the schedule after a minute or two of research max.
I am going to list out a few things that aid in collections....
Looking for a good narrative for SRP?
Articles for Financial Coordinators
The last year has brought about many changes in dental practices. Most offices have spent the last 12 months trying to keep the office running and that has meant pushing aside some of the important systems and protocols that we rely on to keep things running...
When a new person is hired, typically the team is excited as it not only offers a new, fresh face to add to the team but it means additional help. The issue with the new fresh face is that when it arrives at your office, most of the team has not prepared for the...
A member asked me for help and I wanted to share this with everyone. "Right now we have a Huge number of patients that are non responsive to calls/texts I know in some of my forums other office managers are pulling their hair out too but if the pt isn't calling or...
The phone is definitely not the most high-tech device in your office, but it’s the most important and it can make or break a dental office. Without it, we wouldn’t have the opportunity to use all those other pieces of equipment. The phone is the technology that...
Henry Ford said The only thing worse than training an employee and having them leave is not training the employee and having them stay. The Best Investment You Can Make In Your Practice Is Investing In Your Team. 40% of employees with poor training will leave the...
How to WOW dental patients with amazing customer service! Have you ever taken the time to see how differently your team members define 'good' customer service?
Customer service is important in all industries. In dentistry, there is an added issue with our customers, i.e. the issue of fear. Because of the added concern or fear that many people have, we must offer an even higher level of customer service.
Every dentist dreams of having the best dental team. Likewise, every employee hopes that the office they work at will be an amazing office, and every patient wants to find an office that will be the best fit for them.
Webinar Replay: What does your practice say about you without even saying a word? 40 Tips in 40 Minutes!
Welcome to the encore webinar feature of 40 Tips in 40 Minutes, with Laura Hatch and Andrea Greer! What does your practice say about you without even saying a word?
Dealing with dual dental insurances takes time, patience, and a little bit of math. Dental office managers have big jobs dealing with insurance companies. The job is doubled when patients carry two insurances.
Online dental team training is one of the most versitile ways to improve your practice and customer service culture for your patients.
Take a moment to put yourself in the following scenario.You wake up in the morning with a feeling of dread about going to work. First thing when you walk into the office, you’re greeted by an environment that is negative, dull, or just feels like an energy suck. You spend the day trying to just get your job done and avoid interacting with co-workers as much as possible.