Gianna Cady

• Managed all new patient intake, serving as the primary initial brand representative for the practice; successfully guided 90%+ of new leads through the intake process and confirmed their initial appointments.

• Executed a strategic outbound calling campaign to patients with unscheduled treatments, effectively communicating the plan's value and increasing treatment acceptance.

• Optimized a complex, dentist and multi-hygienist calendar for 4 providers, balancing patient need with practice efficiency.

• Reduced no-show and last-minute cancellation rates through a proactive appointment confirmation system (phone, email, and text) and efficient rescheduling management.

• Oversaw inbound inquiries across phone, email, and SMS channels, resolving a high volume of concerns daily with professionalism and empathy.

• Maintained 100% timely and accurate documentation of all patient interactions and care plans within the practice management software : Eagle Soft and Dentrix

• Collaborated with dental plan partners and external specialists for complex cases, ensuring seamless care coordination and accurate verification of benefits.

• Guided prospective clients through the initial enrollment process, effectively communicating program value and obtaining financial and clinical consent to begin treatment.

• Conducted high-volume outbound calls to follow up on "warm" leads and referrals, maintaining a high conversion rate of inquiries to active program members.

• Acted as a primary brand representative, serving as the first point of contact for inbound phone, email, and in-person inquiries with a focus on empathy and professional hospitality.

• Provided one-on-one coaching and counseling, helping clients navigate their personalized health plans and motivating them to stay committed to long-term wellness goals.

• Managed a complex multi-provider schedule, optimizing daily appointments for clinical staff to ensure maximum clinic throughput and minimal wait times.

• Maintained detailed client records and progress notes, ensuring all sensitive health information was documented accurately and handled according to privacy standards

• led enrollment calls to book appointments in scheduling system with prospects.
• created and organized client charts
• followed up with clients to answer questions and close sales.
• met with clients individually to discuss weight loss, nutrition and lifestyle changes.