Finance Team Member

About this position

About Redemption Orthodontics

About the role

• The Financial Team Member is an, on-site administrative position that helps patients and families understand and manage the financial aspects of orthodontic care. As part of the Redemption Orthodontics Financial Team, you will conduct patient financial meetings, process payments, support accounts-receivable follow-up, and provide clear, compassionate communication regarding balances, payment arrangements, insurance, and third-party financing. This position may occasionally require travel between office locations.

What you'll do

• You will conduct financial meetings related to treatment contract starts, down payments, payment processing, past-due balances, cancellation calculations, debond consent forms, and third-party financing requests or concerns. You will use established reports, forms, checklists, systems, protocols, and templates to ensure financial processes are completed accurately and consistently.
• You will communicate with patients by telephone, email, and text, document financial interactions in Cloud 9, and work on the twice-monthly Accounts Receivable Report. Follow-up responsibilities may include telephone calls, voicemails, text messages, balance-due letters, and established dismissal processes.
• Additional responsibilities include assisting with third-party lender applications, inquiries, and cancellation requests; supporting insurance procedures as directed; and providing limited concierge support through professional patient communication and established front-office workflows. You will also follow all applicable OSHA, HIPAA, state, and federal requirements.

Qualifications

• The ideal candidate is a dependable, detail-oriented communicator who is comfortable discussing financial matters with patients in a pleasant, respectful, and easy-to-understand manner. You should be able to manage multiple responsibilities, follow established processes carefully, and maintain accurate documentation while providing a positive patient experience.
• Excellent verbal and written communication skills, strong attention to detail, and the ability to multitask are required. Previous financial or insurance experience is preferred, particularly experience involving patient accounts, payment processing, collections, dental insurance, or healthcare administration.