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Scheduling Coordinator

Rael Bernstein D D S PC · Monterey, CA, United States

Entry LevelQuick applyfull-time2 days ago

About The Role

  • Primary Responsibilities: Be the best part of our patient’s day and offer WOW! customer service! You are responsible for
  • professional patient communication (in-person, via phone, and electronically) and working with
  • the team to ensure positive patient experiences. You are the face of Wow! Smiles and are
  • expected to maintain a professional appearance and demeanor. On doctor days you are
  • responsible for providing a positive first impression and a lasting Wow! final impression on
  • patients as they are arriving and leaving their appointments. You control the flow of the reception
  • area and are the main point of communication between the clinical, admin & sales team.
  • Locations: You have a home region that you are part of which includes 3-4 practices and will have a primary
  • location assigned where you typically work out of, however you will be asked to assist in-person
  • at other locations as needed.
  • Scheduling Coordinator: You are responsible for scheduling of appointments, collection of payments, following up on
  • missed appointments, answering phone calls, handling patient questions and concerns.

Duties

  • Open and close office according to office protocol
  • Answer phone calls with professionalism following office protocols
  • Verify and update demographic information
  • Greet and welcome patients and visitors to practice
  • Interact and have conversations with patients
  • Set patient expectations if they have arrived early/late or we are not running on time
  • Be aware of all patients in reception area and get updates if a patient is waiting for more than 10 minutes past their appointment time
  • Review supplies for reception and provide order to manager
  • Assist at check in with whatever needs they have (account, health history, HIPPA, new patient paperwork, etc.) and check in on the

locator bar

  • Ensure the reception area & overall office is clean and presentable to patients
  • Schedule patients following templates based on information from clinical team
  • Manage recall system and maintain patients without appointments report
  • Ensure patient confidentiality and following of HIPAA protocols
  • Follow up on no show appointments after every patient day
  • Answer patient questions and concerns to the best of your ability and escalate to your manager as needed
  • Receive and post patient payments, collect and update ACH/autopay information
  • Prepare end of day reports and complete bank deposits
  • Sort and distribute mail
  • Assist the sales & marketing team with:
  • Intake and scheduling of new patients
  • Participating in minimum of 2 marketing events per quarter
  • Participate in internal and external marketing initiatives
  • Represent Wow! Smiles throughout the community
  • Basic understanding of orthodontic treatment: when, why, & how we treat
  • Attend and participate in company trainings, meetings, and events
  • Work on projects as assigned, such as Past Due accounts, Care Calls, etc. and communicate with your manager if you need additional projects to work on
  • Other duties as assigned

Physical and Environmental Requirements

  • Must be able to remain stationary or standing 50% of the time.
  • May occasionally move about inside the office to direct patients or access equipment.
  • Finger dexterity is needed to access, enter, and retrieve data using a computer keyboards, phones, photocopiers, filing cabinets and fax machines.
  • Hearing: Must be able to communicate with patients, responsible parties, & team members to exchange accurate information in person,

via phone, and via text /email.

  • Exposure to moderate-loud noise levels and fast-paced, high anxiety environments.
  • Occasionally may be required to lift up to 20 pounds to a height of 3 feet.

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