Financial Coordinator Daily Duties

This Financial Coordinator resource provides a Financial Coordinator Daily Duties list to stay on track and ahead of the day.


The purpose of the financial coordinator is to maintain a productive and efficiently scheduled appointment book, keeping the office running smoothly and ensuring that patients are arriving on time for their scheduled appointment. They are also responsible for assisting patients with financial options for treatment and overseeing accounts receivables according to office policy.

As the primarily responsible person for the insurance billing and collections for the dental office, you need to prioritize your time so that you are spending your time focused on the biggest return. At all times, the financial coordinator remains level headed, polite, and positive in all patient dealings.


  • Review daily schedule for patient financial and insurance status.
  • Prepare collection numbers and any patient data to share for morning huddle.
  • Ensure that every patient expected in the office that day has the correct information to ensure appointment can run smoothly and the appropriate amount can be collected from the patient

View the complete document and print out a copy for your office below!
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