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Patient Concierge Dental Assistant Resum...
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Candidate Information
Title Patient Concierge/Dental Assistant
Target Location US-NJ-Montville
Email Available with paid plan
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POSITION: Patient ConciergeJOB CLASSIFICATION: Non-exemptREPORTS TO: DoctorPOSITION SUMMARY: The purpose of the patient concierge role is to establish rapport with patients, fellow team members and members of the community. The patient concierge will work to ensure that patients and members of the community feel welcome and comfortable in the practice. He/She will manage the recare contact system and the referral sources. The patient concierge will handle interruptions and complex situations with a positive attitude. He/She will also demonstrate exceptional interpersonal skills with patients and other staff members, on the telephone and in person. He/She will write legibly with proper grammar and speak clearly.PRIMARY DUTIES:As the first point of contact for all patients and guests, our concierge will greet, communicate, correspond and interact with patients in a friendly, professional manner.Patient concierge will utilize computer and dental practice software (Dentrix and Weave) to schedule, appoint and notate patient appointments and pertinent information.He/She needs to have an understanding of insurance benefits and billing processes and will be called upon to collect payment as needed.Patient concierge should be able to answer questions regarding treatment plans ensuring understanding and/or direct the patients questions to the treatment coordinator to be addressedEnsure exceptional patient service through phone and personal interactions.Clear understanding of phone scripts and when to use each script so that patients are scheduled appropriately.Phone calls will be recorded and self-audited quarterly and also reviewed by management to ensure proper messaging and filtering is being accomplishedAttend, participate, and engage in all weekly practice meetings - including completing meeting assignments, homework, or preparation as requiredResponsible for maintaining, auditing, and reporting on the My Day component of the Spear platformUtilize Dentrix online training and tutorials to use the software properly and in a timely mannerUtilize Weave online training and tutorials to use the software properly and efficientlyPerform all required tasks without direct supervisionUpon arriving at the office, work alongside Scheduling Coordinator to check voicemail and texts immediately for information received overnight.Come to each Perfect Day Meeting punctual and prepared, able to communicate necessary appointment informationReferral sourceConcerns patient has regarding appointment (clinical or financial)Medical history requiring special needsRetrieve all pertinent information prior to patients arrivalNew Patient intake forms/completed electronic medical historyPatient annual electronic update formsInsurance benefit information received and communicated with Financial Coordinator prior to appointment dateAny records or radiographs from a previous providerUtilize a specific email address to have documents and radiographs emailed directly (EMAIL AVAILABLE)Post op calls as needed with notes in the Dentrix chartConfirm that appointments scheduled with a lab case attached have the lab cases in the officeLab Case Check inBe aware if a patient hasnt come in and call ten min after the expected arrivalGreet patients by name as they arrive to the office and take Dentrix photo for chartCheck patients in and collect any outstanding paperworkPatient update formsHealth history updatesOral Cancer Screening FormsConsent forms (as applicable)**Appointment Agreement Form**Scan/Copy insurance cards to patient chart and communicate information to Financial Coordinator for verificationBe aware of time to ensure patients are seen on time to ensure proper flowCall patients if day is running behind to alter appointment timeLet patients know when they arrive if there is a delay in their scheduled timeSchedule patient appointments following documented scheduling policies (block scheduling)Assist patients in scheduling coordinated appointments with appropriate specialistsCall in prescriptions as needed, documenting in the Rx section of the patient chartUnderstand and be able to assist with billing and accounts receivable functions as required, collecting anticipated patient responsibilityMonitor Weave and respond or relay information as appropriatePhone messages written on duplicate message book and given to appropriate personPrint weekly referral reports to follow-up with patient treatment and ensure that all patients have necessary scheduled appointmentsPrint and send new patient welcome letters daily to be mailed after initial visitPrint and send thank you letters for referral sources dailyAlert Team when an individual or doctor needs recognition for numerous referralsAssist scheduling coordinator, treatment planning coordinator, and clinical team in whatever tasks they may needMonitor Front office supplies, including bathroom supplies and coffee/water stationCheck that reception area stays neat and entertainment is on going throughout the dayAssist with the implementation of practice marketing strategies such as invitations and testimonialsDESIRED SKILLS:Minimum of 2 years work experienceKnowledge of dental proceduresExperience utilizing practice management software (Dentrix and Weave)Basic knowledge of Microsoft Word, Excel, OutlookMust professionally communicate with patients electronically, by phone, and in personTeam playerPositive attitudeOrganizedSelf-leaderCORE COMPETENCIES:Regular attendancePunctualityPreparednessListening skillsExceptional interpersonal skillsEffective verbal skills to communicate with patients, parents, doctors, and staff, in person and on the telephoneProfessional attitude and appearancePleasant telephone voiceAbility to speak, understand, and write fluent and grammatical EnglishAbility to work with interruptions and to manage multiple prioritiesTime management and urgencyEffective and efficient while working unsupervisedStaying current by learning and taking the opportunity to grow personally and professionallyWORKING CONDITIONS Must be able to withstand the stress and demands of an active, growing dental practice

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