Financial Coordinator Training Course

There are four major frustrations that can occur with billing in a dental office:

1. Billing mistakes (by survey, this is the #1 cause of patient upsets and/or leaving the practice)
2. A large gap between production and collections (meaning you aren't actually getting paid for all of the services you're providing)
3. The patient telling the doctor "Yes" they want to do the treatment plan...but then they go up front and don't schedule and you don't hear from them again.
4. Getting the runaround from insurance companies or having confusion about what insurance will pay for and what it won't.

This course trains the Financial Coordinator on every aspect of the position, including working with insurances, handling the financial discussion with patients, collecting payments and following up on accounts. When the Financial Coordinator has 100% certainty on how all of this works and how to handle any situation that can arise, the financial side of the practice becomes easy-breezy. No more headaches for you or the patients!

Objectives:

• Understand the purpose and desired outcomes of the Financial Coordinator role.
• List out the job duties and daily routine.
• Familiarize with dental insurance, CDT codes, payments, and billing.
• Learn best practices for staying in control of the finances and keeping accounts up-to-date.
• Implement an efficient workflow.

3.5 CE Hours