Financial Coordinator Training Path

The Financial Coordinator isn’t just someone that files insurance paperwork. They are in charge of a very important part of your business—income!

An inadequately trained Financial Coordinator will affect the practice in many ways you may not even notice—delays with insurance, outstanding balances, billing errors, failing to maximize insurance coverage, patients being unwilling to go beyond their insurance coverage, and more. All of this adds up to less income for the practice. 

We'll teach your Financial Coordinator how to:


  • Understand dental insurance and how it works
  • Collect all needed insurance information
  • Estimate benefits
  • Submit and follow up on claims
  • Maximize insurance benefits
  • Work with different fee schedules
  • Deal with all the ins-and-outs of different insurances

Patient Finances:

  • Collect copayments for small cases
  • Make financial arrangements for medium and large cases
  • Work with payment options including prepayment, in-house payment plans and third-party financing
  • Handle the financial discussion smoothly
  • Overcome objections and barriers to the treatment plan
  • Collect balances
  • Provide monthly statements
  • Handle overdue accounts, problem accounts and perform audits

Organizational Duties:

  • Provide weekly summaries
  • Analyze metrics
  • Manage accounts
  • Manage their time
  • Improve collections percentage

Communication, Customer Service, Teamwork & Case Acceptance

  • See the other learning paths for details on team training courses

Watch a free preview lesson: