Financial Coordinator Training Course

Complete job training for the position of Financial Coordinator in a dental office

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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!


  • 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

Your Instructor

Carla Dezelic
Carla Dezelic

Carla has been in the dental industry for over 25 and worn just about every "hat" in a dental office that doesn't require a license. She's seen it all and done it all when it comes to managing a dental office and maximizing productivity. Over the last 15 years, she's been a consultant with MGE and has worked with thousands of clients across the US and Canada.

Course Curriculum

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