Summary
Dr Joy Dental Clinic is seeking a Patient Relations Executive to support patients by phone and in person and help coordinate the daily running of the dental office. The role includes greeting and registering patients, scheduling and confirming appointments, maintaining patient records, and coordinating referrals and insurance claims. Responsibilities also include collecting payments, preparing daily income reports, and explaining financial treatment options and payment schedules. Applicants should have a high school diploma or equivalent, knowledge of dental terminology and procedures, computer skills, and working knowledge of dental insurance.
The posting
As published on drjoydentalclinic.com. Pulled from the employer's site and shown as they wrote it.
Summary of Job Profile:
- Attend to patients on the phone and in person. Co-ordinate and organize appointments and administration to facilitate the efficient running of the dental office.
Essential Duties and Responsibilities
Pre-Clinical Management
- Greet patients, answer phone with in 3 rings and answer to enquiries accurately.
- Check answerphone messages / missed calls and return calls.
- Call all patients to confirm appointments / If no response sends SMS/Email
- Send SMS confirmations for appointments and birthday alerts.
- Answer and manage incoming calls
- Respond accurately and comply to requests for information
- Schedule patient appointments
- Confirm upcoming appointments and recalls according to office protocol
- Monitor all doctors’ appointment diary to ensure their patients have the correct booking, and their preferences are being met whenever possible.
- Call all waiting list appointments when availability is there to accommodate all patients.
Patient Management: -
- Register new patients according to established office protocols
- Assist patients to complete all necessary forms and documentation
- Verify and update patient information
- Inform patients of dental office procedures and policy
- Move patients through appointments as scheduled, for patients coming late check with Doctor and advice patients.
Post Clinic Management: -
- Patient Care Calls for all patients with exception of ortho, routine exam & cleaning – report any problems to appropriate dentist or practice manager
- Enter all relevant patient information into data system
- Collect and receive payments from patients at time of treatment, recording correctly, Tally cash / credit cards report and hand over to person in charge.
- Complete and send Daily Income Report to all relevant managers.
- Inform patients of financial treatment plan options
- Arrange payment schedule with patients
Insurance and Admin Function: -
Maintain and manage patient records in compliance with privacy and security regulations
- Arrange patient charts for next day appointments
- Fill in cancellations and no-shows
- Organize referrals to other branches and any specialists
- Dispatch lab work appropriately
- Prepare claim forms for dental insurance
- Arrange supporting documents for insurance claims
- Sort and distribute incoming and outgoing post
- Ensuring the reception and your working area is kept clean at all times.
- Perform other related duties as required
Key Competencies
Communication skills, information collection and management, planning and organizing, accuracy, customer service skills, team work, initiative, adaptability, confidentiality.
Education and Experience
- General education degree or high school diploma
- Knowledge of dental terminology, procedures and diagnosis
- Knowledge of computer and relevant software applications
- Knowledge of general administrative and clerical procedures
- Working knowledge of dental insurance