Financial Coordinator Job Duties in Depth

This Office Manager resource provides outlines the duties of the financial coordinator with explanations as to what each step/duty is and why it is important. The instructions define each step, what it means, how it is done and why it is important to your role and the office. You will also find basic terms and their definitions for each step.


Financial Coordinator Checklist Explanation and Job Duties in Depth

This document outlines the duties of the financial coordinator with explanations as to what each step/duty is and why it is important.

NEXT DAY REVIEW

WHAT THIS MEANS: This is reviewing the future schedule to verify the balances of patients to make sure the office collects anything outstanding when the patient is in the office.

HOW IT IS DONE: Look ahead at least one day but preferably two days in the schedule and quickly check the account of each patient. If the patient has either a balance or any outstanding claims that have not been paid yet but should, review the status of the patient and handle accordingly.

  • If the patient has balance due, make sure that the accounting for that patient is correct and that it is the correct balance to collect.
  • Make sure there are notes in the appropriate place to ensure that they person checking the patient out knows why there is a balance and that it should be collected on.
  • If claims are still outstanding and they should have been paid on already, call insurance company to get the status to get them paid and/or to be able to update the patient when they are in on the status of the insurance claim.

WHY IT IS IMPORTANT: Collecting on a balance is much easier when the patient is in the office. Also, the number one complaint about dental offices online are the accounting issues and patient balance issues. By reviewing the account a day or two before a patient is in the office will allow you time to make sure it is correct and be ready to talk to the patient about it when they are in the office.

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