Dental Financial Coordinator Training Course Outline

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Financial Coordinator Training Course: Benefit Breakdown Form

The Financial Coordinator serves a vital role on the front office team as this position ensures that the office is paid. Part of your job is to work directly with insurance companies and knowing how to work with them, get the best estimates possible and following up to make sure the office receives payment can be a complex process. The financial aspect of a practice not only includes interaction with insurance companies, but the patients themselves. It is your job to communicate with the patient regarding their account, insurance benefits and balances; however, most importantly expressing the patient’s financial obligation to the practice for the treatment they have received. A well-managed patient account is paid on time and in full. As you will see in this course, a significant part of the Financial Coordinator’s job is to help the patient fully understand their insurance benefits and that the office will work with them to maximize those benefits, but that the ultimate goal is to get them and keep them healthy; not to focus on insurance.

Module 1 Understanding Insurance
Unit 1 Responsibilities of the Financial Coordinator (5:07)
Unit 2 Duties of Financial Coordinator (7:13)
Unit 3 How Dental Codes Work (8:26)
Unit 4 Insurance Terms (7:17)
Unit 5 Benefit Breakdown Form (8:30)
Unit 6 Understanding Insurance Claims (7:40)
Module 2 Dealing With Insurance
Unit 1 Understanding Employer versus Insurance Company (10:02)
Unit 2 Coverage Book (8:17)
Unit 3 Fee Schedule versus Coverage Book (8:44)
Unit 4 Matching the Correct Patient with the Correct EOB/Payment (4:43)
Unit 5 Tips for Entering Insurance Checks (11:16)
Unit 6 Sending Narratives and Additional Information (7:12)
Module 3 Patient Accounts
Unit 1 Purpose of Financial Insurance Position (7:44)
Unit 2 Figuring Out Patient Balances – Patient Did Not Pay Last Time (6:50)
Unit 3 Explaining the balance to patients (10:04)
Unit 4 Account Balances – The Importance of Notes (7:55)
Unit 5 Breaking Down Patient's Account (12:12)
Unit 6 Family Account Billing Issues (6:08)
Module 4 Billing Insurance
Unit 1 Filing Insurance Claims (7:15)
Unit 2 Insurance Narrative vs Appeal (7:03)
Unit 3 Steps For Entering Insurance Payments (8:57)
Unit 4 Explanation of Benefits (11:46)
Unit 5 Entering Insurance Checks (8:53)
Module 5 Billing Patients
Unit 1 Balancing a Patient Account (9:11)
Unit 2 Handling Patient Balances Effectively (7:20)
Unit 3 Handling and Discussing Account Balances (6:30)
Module 6 Outstanding Insurance
Unit 1 Insurance Claims – The Importance of Notes & How To Use Them (7:25)
Unit 2 Outstanding Insurance Claims (9:43)
Unit 3 Tips for Calling on Outstanding Insurance Claims (7:09)
Unit 4 How to Avoid Outstanding Insurance Claims (9:41)
Unit 5 Tips to Get Insurance Claims Paid (7:12)
Module 7 Financial Coordinator Training Evaluation Survey
Unit 1 Financial Coordinator Training Evaluation Survey Form

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