Financial Coordinator​/Patient Service Coordinator

Join to apply for the Financial Coordinator/Patient Service Coordinator role at Canadian Orthodontic Partners

Grand River Orthodontics-docbraces has an exciting full-time opportunity! We are looking for a talented Patient Service Coordinator/Financial Coordinator to join our Brantford and Simcoe team.

Canadian Orthodontic Partners provides support services to Grand River Orthodontics-docbraces and our national network of community-based clinics in delivering personalized orthodontic treatment.

We provide an enhanced level of patient care and service experience in our clinics putting patient care above all else. Come join a team that shares, collaborates and learns with a vision of becoming the icon of orthodontic excellence by building self-esteem, one beautiful smile at a time.

Must be able to work in both our Brantford and Simcoe locations.

• Competitive Hourly Wage + Quarterly Bonus
• Comprehensive Benefits Package including:
  Medical, Dental, Vision, and Orthodontic Coverage for employees and their families.
• Educational Reimbursement Program.
• Guaranteed shift hours and employees qualify for all Statutory Holidays.
• Real Career Growth Opportunities.

• Greet every patient was kindness, enthusiasm and interest ensuring that everyone feels welcomed.
• Communicate with the patients and guardians regarding their appointments. Provide answers pertaining to their orthodontic treatment, appointments, and office policies.
• Answer all incoming calls and make detailed notes regarding important conversations with patients and their responsible parties.
• Check voice messages, emails, mail, and pigeon chat regularly.
• Complete ‘New Patient Phone Slips’ when booking new patients for consultations.
• Gather insurance information and complete the insurance checklist.
• Book and organize patient appointments.
• Scan all information into the patient charts.
• Use external software programs or call to confirm patient appointments.
• Act as a liaison between the doctor and the patient.
• Act as a liaison between the doctor and any other dental specialist or general practitioners.
• Compose letters and other documents for communication as requested and required.
• Enter initial contracts for patients.
• Collect and process payments.
• Manage recurrent payments, post day sheet, and prepare daily deposit.
• Close the day and email corresponding documents to the Accounting lead.
• Print practice reports as needed.
• Print no show report and reschedule appointments.
• Anticipate problems in the schedule and work with the Scheduling Lead or Manager to correct issues.
• Ensure the patient lounge is always tidy.
• Advise Lead or Manager if office stock is required.
• Implement and maximize practice promotions – Advise and inform patients of current contests and other marketing objectives.
• Work cohesively with fellow team members to provide an atmosphere of trust, mutual respect, and cooperation.
• Complete monthly tracking sheets and checklists.
• Perform any other tasks delegated or assigned by the office Lead or Manager.

• Organizes and updates paperwork and administrative requirements to collect payments.
• New Patient orientation – signed documents.
• Enter and update financial contracts into software system.
• Resolve financial discrepancies, and financial concerns.
• Update financial information in the Practice Management Software.
• Maintain and balance daily finances.
• Maintain positive relationship with insurance companies.
• Track any notes on chart regarding insurance changes.
• Processing insurance claims and reconcile insurance cheques.
• Arrange payment agreements with new patients.
• Follow up on outstanding accounts.
• Prompt communications to patients’ inquiries.
• Manages and responds to all customer calls.
• Maintain daily, weekly, and monthly monitoring systems and checklists.
• Managing and resolving patient concerns/issues.

• Dental Office experience is an asset.
• Administrative experience

• Must have customer Service experience.
• Computer proficiency and the ability to learn new programs to include Microsoft Office Suite.
• Excellent interpersonal and communication skills; written and verbal, an ability to make patients feel comfortable and at ease.
• Great time management and organizational skills.

We are an equal opportunity employer, dedicated to creating a diverse and inclusive culture. Everyone who applies will be considered, but only those selected for an interview will be contacted.