Appointment & Business Assistant - Dental

POSITION TITLE: Appointment & Business Assistant -Dental

POSITION NO: 26

JOB SUMMARY

The Appointment & Business Assistant - Dental generally serves as an initial contact for patients and customers, in-person and via telephone, and assists them in a manner consistent with Family Health Center of Marshfield, Inc.’s customer service standards. The Appointment & Business Assistant - Dental assesses needs of the patients or customers to determine appropriate scheduling, billing, obtaining or releasing records within a time and sequence acceptable to the patient and customer’s needs and organizational policy.

ESSENTIAL JOB FUNCTIONS

1. Operates computer and phone system to appropriately and accurately schedule, change, cancel, coordinate, and confirm appointments including ancillary tests and procedures for patients and customers.

2. Screens all incoming phone calls to the department and determines disposition.

3. Schedules and instructs patients on preparations for tests and procedures.

4. Sends letters with appropriate forms, questionnaires, and instructions to patients to educate or receive feedback about their appointment and or procedures.

5. Receives, processes, and files letters and forms from patients and referral sources.

6. Collects and updates patients’ insurance and demographic information.

7. Maintains and updates provider schedules.

8. Operates a fax machine, photocopier and/or printer effectively to communicate patient information.

9. Accepts payments from patients and accurately links the payment to appropriate account(s), and reconciles cash in to ensure accurate deposits and reporting.

10. Counsels patients in person and on the phone regarding billing, insurance or other financial related needs to act as a resource to patients and families.

11. Scans document(s), determining the location, display, and final upload to the electronic medical record to provide quality images and accuracy of the patient’s record.

12. Responds to requests for release of patient information, adhering to established legal and organizational standards, to ensure the request is resolved accurately and timely.

13. Regular attendance is required in order to carry out the essential functions of the position.

14. Reviews and meets ongoing competency requirements of the role to maintain the skills, knowledge and abilities to perform, within scope, role specific functions.

ADDITIONAL DUTIES

1. Other duties as assigned.

JOB QUALIFICATIONS EDUCATION

For positions requiring education beyond a high school diploma or equivalent, educational qualifications must be from an institution whose accreditation is recognized by the Council for Higher Education and Accreditation.

Minimum Required: High School diploma or equivalent.

Preferred/Optional: Completion of a Medical Terminology course. Graduate of a vocational technical Health Unit Coordinator Program, Medical Office Specialist, Medical Secretary.

EXPERIENCE

Minimum Required: Excellent written and verbal communication skills. Keyboard, computer, and telephone proficiency.

Preferred/Optional: Six months’ previous experience in a medical or dental care facility to include direct patient contact or previous customer service experience.

CERTIFICATIONS/LICENSES

The following licensure(s), certification(s), registration(s), etc., are required for this position. Licenses with restrictions are subject to review to determine if restrictions are substantially related to the position.

Minimum Required: Basic Life Support (BLS) certification awarded by the American Heart Association (AHA) within one year of hire.

Preferred/Optional: Basic Life Support (BLS) certification awarded by the American Heart Association (AHA) at time of hire.

PATIENT POPULATIONS SERVED Individuals hired are expected to serve patients of different ages, backgrounds, etc. When performing the essential functions of the role, the individual must identify the patient age group to be served and apply the appropriate care based on the patient’s age and background. The hiring manager is responsible for communicating the patient population generally encountered in the role and is responsible for ensuring the appropriate cultural, age and related training needed to serve the patient populations.