GENEVA BAILEY
Prattville,AL
Summary
Insightful Senior Consultant known for high productivity and efficient task completion. Possess specialized skills in strategic planning, process optimization, and risk management. Excel in problem-solving, leadership, and communication, ensuring successful project outcomes. Bring valuable perspective to team dynamics and client relations, fostering collaboration and driving progress.
Overview
24
24
years of professional experience
Work History
Senior Consultant
Peniche & Associates
Gresham, OR
11.2023 - Current
- Provide expert consulting services to orthodontic and pediatric dental practices across the USA and Canada, offering strategic guidance to enhance patient care, case acceptance, and overall clinic efficiency.
- Collaborate with dental and orthodontic teams to implement progressive, yet cost-effective solutions tailored to each practice's unique needs.
- Oversee the New Patient Process, ensuring a seamless and welcoming experience for patients and their families.
- Analyze practice performance data to identify areas for improvement and recommend actionable strategies.
- Guide clinics in optimizing marketing initiatives and enhancing patient retention through targeted communication and care initiatives.
- Provide strategic guidance to clients on best practices for business operations.
- Develop project plans and timelines to ensure successful completion of projects.
- Conduct in-depth research into industry trends and competitor activities.
- Create reports, presentations and other documents to share findings with management team.
- Assist in developing strategies for improving customer satisfaction levels.
- Manage multiple client engagements simultaneously while adhering to tight deadlines.
- Develop training materials and conducted trainings for staff members on new technologies or processes.
- Assist with continuous business improvement based on learnings from client implementation, previous experiences, and fresh ideas.
- Set specific goals for projects to measure progress and evaluate end results.
- Utilize document management system to organize company files, keeping up-to-date and easily accessible data.
Office Manager
Montgomery, Prattville, & Pike Road Pediatric Dentistry and Family Orthodontics
12.2019 - 11.2023
- Managed 54 employees across 3 locations, including employee evaluations, personnel issues, performance, and productivity.
- Lead dental and orthodontic meetings, trainings, and huddles with staff.
- Implemented a new employee bonus system for Treatment Coordinators for starts, whitening, and retainer insurance.
- Ensure production goals are met daily, monthly, and quarterly by overseeing scheduling practices.
- Ensure collection goals are met daily, monthly, and quarterly by promptly collecting accounts receivables (patient aging).
- Enforce office policies and protocols, and oversee the delivery of quality dental and orthodontic care.
- Conduct periodic meetings to reconnect with staff, complete yearly reviews, and ensure appropriate resources, support, and training materials are available
- Act urgently to resolve any quality control issues following the patients' needs, company policies, and regulated standards, offering feedback to the team as necessary
- Streamline operational procedures and implement solutions to increase company efficiency
- Maintain HIPAA compliance and patient confidentiality within the office
- Maintain all hygiene and safety regulations as mandated by OSHA
- Manage unscheduled treatment reports to ensure timely follow-up with patients
- Build and maintain relationships with referrals
- Monitor supply inventory and orders as needed
Treatment Coordinator
Montgomery, Prattville, & Pike Road Pediatric Dentistry and Family Orthodontics
01.2004 - 01.2019
- Increased overall revenue of the orthodontic office by achieving production goals set forth by the orthodontist.
- Educated patients on orthodontic benefits and coordinated proper payments with insurance companies.
- Explained treatment choices to patients and helped determine the best options.
- Obtained accurate insurance verifications for patients with orthodontic coverage.
- Prepared patient X-rays and images for review by the orthodontist.
- Assisted patients in applying for Care Credit, set up, and processed in-house payment plans.
- Trained and prepared new employees to become treatment coordinators, and wrote the employee training manual.
- Managed orthodontic department, including oversight of daily doctor's schedule, weekly patient schedule, and monthly goals.
- Managed and led the orthodontic team, including front desk and back assistants.
- Actively listened to customers' requests, addressed concerns, demonstrated solutions for problems, and presented treatments.
- Researched billing issues, scheduled appointments, and verified insurance coverage.
- Established rapport and relationships with patients and external partners to build trust and confidence in treating doctors.
- Reviewed X-rays to help patients determine the best treatments.
Front Desk Receptionist
Montgomery, Prattville, & Pike Road Pediatric Dentistry and Family Orthodontics
08.2000 - 01.2004
- Prepared and filled schedules for the office, and worked recall and overdue lists to maintain care integrity.
- Organized and maintained schedules for multiple providers.
- Prepared and presented extensive treatment plans to patients for several providers.
- Answer and return incoming calls professionally.
- Appropriately manage multiple incoming calls.
- Schedule patient appointments appropriately and on time to maintain a full daily schedule and meet production goals.
- Concentrate on the current day first and the next day second, i.e., an opening in a present-day schedule takes priority.
- Monitor and track broken appointments.
- Notify clinical staff of changes in schedules.
- Act as a liaison between clinician and patient.
- Greet patients immediately upon arrival, pleasantly and positively.
- Perform check-in procedures; obtain appropriate signatures for required documents.
- Assist the doctor in getting patients to understand and accept the recommended treatment, and subsequently coordinate the treatment plan to work for both the patient and the dental office.
- Collect payment from a patient at check-out through cash, credit card, or check.
- Discuss financial options with patients and enter them into the computer appropriately.
- Confirm all charges from the day sheet against routing slips.
- Able to perform 'closeout' procedures at the end of the day.
- Attend morning huddles.
- Independently run the office in the absence of the Lead.
- Maintain cleanliness of the front desk, break, and waiting areas.
- Adhere to confidentiality, state, federal, and HIPAA laws and guidelines about patient records.
- Abide by all PPE standards for administrative staff.
Education
Troy University
Montgomery, AL01.2000
Skills
- Consulting
- Strong leadership skills
- Flexibility
- Innovation management
- Persuasion skills
- Teamwork mindset
- Negotiation
- Reporting writing
- Reports and documentation
- Scalability planning
- System diagnostics
- Internal systems analysis
References
References available upon request.
Timeline
Senior Consultant
Peniche & Associates
11.2023 - Current
Office Manager
Montgomery, Prattville, & Pike Road Pediatric Dentistry and Family Orthodontics
12.2019 - 11.2023
Treatment Coordinator
Montgomery, Prattville, & Pike Road Pediatric Dentistry and Family Orthodontics
01.2004 - 01.2019
Front Desk Receptionist
Montgomery, Prattville, & Pike Road Pediatric Dentistry and Family Orthodontics
08.2000 - 01.2004
Troy University
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