Bethany Secreti
Houston,PA
Summary
Experienced office dental treatment plan coordinator and manager with detailed understanding of dental terminology with +8 years of experience handling sensitive dental information and managing large volume amounts of personal data. Incredible organizational, interpersonal, customer service and conflict resolution skills. Hands on experience in managing patients and working together as a team. Skillful in guiding patients on the phone and in person. Perfectly capable of performing all sorts of clinical, clerical, and secretarial tasks in the most efficient way. Well organized, pays attention to detail, and dedicated to accuracy with a high level of mathematical skill. Experienced in EagleSoft Dental software, Open Dental, QuickBooks, and Microsoft Excel. Works well in a team environment or independently.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Dental Office Treatment Plan Coordinator- Office Manager
North American Dental Group- Complete Dental Care
2023.07 - Current
- Managing monthly budget by daily production
- Manage accounts receivable with daily collections
- Interview and hire applicants for multiple offices within the Pittsburgh Region
- Managing and overseeing multiple offices
- Handling problem solving within facilities in office
- Selling > $10,000 of treatment plans per day
- Reaching daily/ yearly budget b
- Supported healthcare providers in delivering high-quality care through thorough preparation of required documents, materials, and resources before appointments.
Dental Office Coordinator- Office Manager
Dr. John Basile DDS
2015.11 - Current
- Tracking >30 Daily/ monthly revenue and new patients
- Maintain and manage accounts receivable
- Greet and check in and out patients
- Insurance verification and predeterminations
- Set up examination rooms and dental trays in preparation for exams and procedures
- Manage patient paperwork and input into dental software
- Develop x-rays; currently switching to digital
- Managing incoming calls to include scheduling, confirming, and greeting new patients
- Lead training of new staff
- Diligently cleaned instruments and work areas in accordance with sterilization and disinfectant protocol
- Preformed billing, collection, and reporting functions
- Prepared Insurance claim forms, explained benefits and outlined pricing details for procedures and service
- Typed narratives for insurance issues
- Contacted insurance carriers to discuss policies and individual patient benefits
- Followed up with delinquent accounts to obtain and reduce aging balances.
- Coached employees through day-to-day work and complex problems.
Staff Accountant
Myers, Patsy & Associates LLC
2019.11 - 2023.07
- Prepare or assist with simple to complex tax returns for individuals and small businesses
- File and prepare monthly and quarterly payroll returns for 35 companies
- Prepared Sales Tax Returns for 30 companies
- Apply vendor invoices or bills to payments owed by the company to suppliers and other creditors
- Post and apply invoices and receipts for goods sold or services rendered in QuickBooks
- Developed Journal Entries to effectively revise the income statement monthly for bookkeeping clients
- Developed Journal Entries in Advance Flow for audits
- Analyze Balance Sheet accounts and post monthly journal entries, complying with GAAP
- Perform monthly reconciliations and account GL account analysis
- Create a Balance sheet and P&L from whole year bank statements in Excel for clients to prepare the business tax returns.
Education
Bachelor of Science in Business Administration - Accounting
Robert Morris University
Moon Township, PA05.2021
Associates in Accounting and Business -
Community College of Allegheny County
Pittsburgh, PA12.2017
Skills
- Bank statement reconciliation
- Payroll preparation
- General ledger, P&L
- Journal entries
- Financial statements
- Communication
- Dental Terminology
- Goal Setting
- Meeting quota and budget
- Treatment Planning
- Organization
- Dental Terminology
- Insurance Billing and Coding
- Dental Software- Open Dental
- Dental Software- Eaglesoft Patterson Technology
- Accounting software — Intuit QuickBooks; AdvanceFlow
- Word processing software — Excel; Google Docs; Microsoft PowerPoint; Microsoft Word; Outlook
- Tax preparation software — ATX Tax Prep Software; Intuit ProSeries; Thomson Reuters UltraTax
Certification
- CPR/ First Aid Certified
- OSHA A HIPPA Compliant
Timeline
Dental Office Treatment Plan Coordinator- Office Manager
North American Dental Group- Complete Dental Care
2023.07 - Current
Staff Accountant
Myers, Patsy & Associates LLC
2019.11 - 2023.07
Dental Office Coordinator- Office Manager
Dr. John Basile DDS
2015.11 - Current
Bachelor of Science in Business Administration - Accounting
Robert Morris University
Associates in Accounting and Business -
Community College of Allegheny County
- CPR/ First Aid Certified
- OSHA A HIPPA Compliant
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