Patient Billing Specialist BOS

Role Overview

The Patient Billing Specialist is responsible for reviewing patient and guarantor accounts, generating and sending patient statements, and accurately tracking patient balances. This role supports revenue integrity by ensuring patient balances are valid, properly documented, and consistently followed through.

What We’re Looking For (Core Skills)

• Highly detail-oriented and comfortable working with ledgers and financial data.
• Confident reviewing and validating patient and guarantor balances.
• Fluent in dental billing terminology and workflows.
• Organized and consistent with tracking and documentation.
• Comfortable working independently with daily productivity expectations.
• Able to follow SOPs exactly and maintain billing compliance.

Key Responsibilities Patient Account Review & Billing

• Review patient and guarantor ledgers to identify valid outstanding balances.
• Audit account activity to ensure balances are accurate prior to billing.
• Understand and apply correct guarantor relationships when billing patients.

Statement Creation & Distribution

• Generate patient statements with correct balances and patient names listed under the appropriate guarantor.
• Send statements according to established billing cycles and timelines.
• Ensure statements are accurate and compliant with billing guidelines.

Tracking, Documentation & Reporting

• Pull patient billing and aging reports as assigned.
• Organize daily work using spreadsheets and balance sheets.
• Track accounts reviewed, statements sent, and balances worked.
• Document detailed notes within patient ledgers for all billing activity.

Resolution & Follow-Up

• Track patient balances resolved, adjusted, or cleared.
• Identify discrepancies or posting issues requiring correction or escalation.
• Follow SOPs for resolution and internal communication.

Reporting & Metrics

• Maintain daily tracking of:
  • Patient accounts reviewed.
  • Statements generated and sent.
  • Balances worked and resolved.
• Maintain accurate balance sheets and billing logs.
• Participate in weekly reporting on:
  • Total statements sent.
  • Accounts reviewed.
  • Dollar amount of patient balances resolved.
  • Outstanding patient AR trends.

Required Experience & Skills

• 1–2+ years of dental billing experience (patient billing, AR, or front office with billing responsibilities).
• Hands‑on experience with dental practice management software (Dentrix, Open Dental, Eaglesoft, or similar).
• Strong understanding of:
  • Patient and guarantor relationships.
  • Dental ledgers and account histories.
  • Statements, balances, and adjustments.
• Experience pulling reports and maintaining spreadsheets (Excel or Google Sheets).
• Strong documentation, organization, and time‑management skills.
• Ability to work independently and meet daily productivity expectations.

How Success Is Measured

• Accuracy of patient statements and ledger reviews.
• Consistent daily documentation and tracking.
• Reduction in patient balance discrepancies.
• Timely completion of assigned billing workload.
• Compliance with billing SOPs and timelines.

This role ensures patient balances are accurately billed, consistently tracked, and properly documented—supporting revenue flow while maintaining clear accountability and reporting.

About ICore Connect

Standard Dental Opco, Inc., doing business as iCore, provides responsive dental billing services for a highly regulated healthcare environment. We take a unique approach by designing and continually improving our services based on real conversations with the dental professionals and billing teams we support. This allows us to empower our clients with the efficiency, accuracy, security, and compliance they truly need, along with the reliable support they deserve.

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