Amy Marquez
Summary
Detail oriented Treatment Coordinator with strong background in dental health advocacy. Trained in closing treatment plans made by dentists and helping patients determine which treatments are best for individual dental needs. Excellent knowledge of basic and advanced dental terminology and comfortable presenting dental information to patients.
Overview
17
17
years of professional experience
Work History
Business Assistant
Dental Care at Cedar Breaks
Georgetown
04.2025 - Current
- Assisted in scheduling patient appointments and managing daily office operations.
- Maintained accurate patient records using dental practice management software.
- Coordinated communication between patients and dental staff to enhance service delivery.
Dental Treatment Coordinator
Smile Haus
Austin
07.2024 - Current
- Assisted in the coordination of dental treatment plans for patients.
- Created and maintained patient records, including insurance information, medical histories, and x-ray results.
- Provided patients with guidance and education on dental care topics such as preventive maintenance and oral health issues.
- Managed appointment scheduling for all clinic staff members.
- Conducted follow-up calls to confirm appointments.
- Verified patient insurance coverage prior to treatments or procedures being performed.
- Coordinated billing activities with both patients and insurance providers.
- Worked closely with dental hygienists to ensure proper services were provided to each patient.
- Performed administrative duties such as filing, faxing, photocopying, scanning documents.
- Answered phone calls from current and prospective clients regarding their inquiries about treatments or procedures offered by the practice.
- Greeted incoming patients upon arrival at the office and assisted them with paperwork completion.
- Prepared financial estimates for proposed treatments in consultation with dentists.
- Reviewed patient charts before each visit to ensure accuracy of documentation.
- Processed payments from patients for services rendered.
- Generated reports related to patient visits and other data points as needed.
- Attended meetings regularly with other team members to discuss cases and new developments in dental care technology.
- Built relationships with external vendors related to dental care products and services.
- Participated in training sessions conducted by dentists on new procedures or technologies used in providing treatment.
- Ensured compliance of HIPAA regulations within the office environment.
- Collected payments from patients and arranged payment schedules.
- Verified, updated and entered patient information into system.
- Arranged documents for insurance claims.
- Scheduled cleanings and dental appointments for patients using appointment software.
- Answered and managed incoming calls and emails.
- Took customer payments and billed insurance companies for remaining balance.
- Demonstrated proficiencies in telephone, e-mail, fax, and front-desk reception within high-volume environment.
- Maintained master calendar and scheduled new appointments based on provider availability.
- Gathered medical information, dental health history and vitals from patients.
- Received and distributed incoming fax, mail and parcels to staff to facilitate communication.
- Scheduled and confirmed patient appointments and consultations.
- Managed front office customer service, appointment management, billing and administration tasks to streamline workflow.
Treatment Coordinator
Killeen Dental Group
Killeen
09.2023 - Current
- Created customized treatment plans for patients based on individual needs.
- Sent clinical request and missing information letters to obtain incomplete information.
- Administered standard contract benefits to process pending claims for dental benefits.
- Created and ran end of day reports
- Evaluated patient data and documented records of health condition, hospitalizations and lifestyle patterns.
- Created and updated patient charts
- Consulted with patient's about future treatment and treatment cost
- Insurance verification, pre-certification and pre-authorization.
- Executed account updates and noted account information in company data systems.
- Submitted claims to insurance companies.
- Entered procedure codes, diagnosis codes and patient information into billing software to facilitate invoicing and account management.
- Maintained accounting ledgers by verifying and posting account transactions.
- Managed all payments processing, invoicing and collections tasks.
- Investigated past due invoices and delinquent accounts to generate revenues and reduce number of unpaid and outstanding accounts.
- Managed patient scheduling, appointment reminders, and follow-up calls.
Business Assistant
Benchmark Family Dental
Copperas Cove
08.2022 - 09.2023
- Manage productivity with well-coordinated scheduling, task prioritization and scheduling.
- Create reports, spreadsheets and other documentation using Dentrix system.
- Verify, updated and entered patient information into system.
- Proficient in telephone, e-mail, fax and front-desk reception within high-volume environment.
- Arrange documents for insurance claims.
- Schedule cleanings and dental appointments for patients using appointment software.
- Maintain master calendar and schedule new appointments based on provider availability.
- Take customer payments and billed insurance companies for remaining balance.
- Collect payments from patients and arrange payment schedules.
- Check patients in and out, verified insurance and collected co-pays to keep business administrative and financial records current.
- Prepare new patient files and update existing records with new personal, insurance and medical information.
- Prepare reports, invoices, letters, or medical records using word processing, spreadsheet, or other software applications.
- Transmit medical records and other correspondence by mail, e-mail, or fax.
- Answer telephones and direct calls to appropriate medical or administrative staff.
- Complete relevant insurance and other claim forms.
Patient Service Representative
Carus Dental
Killeen
08.2018 - 01.2020
- Answered patient questions and fielded complaints to resolve issues.
- Scheduled and confirmed patient appointments with patients and healthcare professionals.
- Documented and managed patient information in computer system.
- Ran credit card batches and balanced deposits on daily basis.
- Checked daily doctor schedules and verified insurance.
- Scheduled patient appointment and procedures.
- Educated patients and families on treatments, procedures, medications, continuing care and community resources.
- Balanced and reconciled cash drawer daily to maintain department's financial accuracy.
- Answered over 30 telephone calls per day to schedule appointments and answer patient questions.
Dental Assistant
Carus Dental
Killeen
08.2009 - 10.2011
- Instructed patients on postoperative care to protect dental work and promote healing.
- Followed dentists' directions for giving patients desensitizing agents to prepare for anesthetic administration.
- Created dental x-rays using traditional and digital methods to help dentists detect tooth decay, cavities and other issues needing to be treated.
- Prepared patients for dental procedures and treatment by greeting warmly, explaining procedure details, [presented treatment plans] and [post-op instructions].
- Took bite wing, periapical, panoramic and occlusal X-rays and prepared for dentists to review.
- Protected patients by sterilizing instruments and equipment between every consultation.
- Gathered medical information, dental health history and vitals from patients.
- Took patients' blood pressure, pulse and temperature to record in patients' charts.
- Laid out dental instruments and equipment before procedures.
- Educated patients on techniques to optimize oral hygiene, control plaque and protect teeth and gums.
- Sterilized tools, exam chair, trays and surfaces for clean and safe dental office.
- Entered patient data into dental records system using Dentrix] and observed all confidentiality rules to maintain patient privacy.
- Gathered and reviewed patient records, data and health history to share with dentists for quick and accurate patient assessments, diagnoses and treatment.
- Escorted patients to exam rooms while making friendly conversation to prepare for cleaning and procedures.
- Stocked and prepared exam and treatment rooms by setting up required instruments, tools, supplies and equipment.
- Supported dentist chair side with procedures including [fillings], [root canals] and [crowns and extractions ].
Education
High School Diploma -
Burnet High School
Burnet, TXDental Assistant
Dental Essentials School of Dental Assisting
Austin, TxSkills
- AR
- eAssist
- Treatment plan presentation
- Dental knowledge
- Claims Processing
- Outlook
- Open Dental
- Dentrix
- Denticon
- Teams
- Excel
- Microsoft
- Medical administration duties
- Medical terminology
- Customer service
- Verifying insurance
- Filing insurance claims
- Calling insurance companies
- Researching claims
- Screening for eligibility
- Payment collection
- Customer relations
- Inbound and Outbound Calling
- Problem-solving abilities
- Conflict mediation
- Strong written and verbal skills
- Professional demeanor
- Scheduling and confirming appointments
- Team Player
- Bookkeeping support
- Organization
- Google docs
- Account management
- Sales
- Schedule Management
Timeline
Business Assistant
Dental Care at Cedar Breaks
04.2025 - Current
Dental Treatment Coordinator
Smile Haus
07.2024 - Current
Treatment Coordinator
Killeen Dental Group
09.2023 - Current
Business Assistant
Benchmark Family Dental
08.2022 - 09.2023
Patient Service Representative
Carus Dental
08.2018 - 01.2020
Dental Assistant
Carus Dental
08.2009 - 10.2011
High School Diploma -
Burnet High School
Dental Assistant
Dental Essentials School of Dental Assisting