Jessica Taylor

Exceeded monthly call metrics and collection goals (top collector for all years). Maintained quality collection calls that were also used for training purposes, provided superb customer service while being HIPAA compliant and using approved verbiage, accurate payment processing and ledger comments, instrumental in documenting decline codes for the team to transition from Xweb to World Pay (payment processing systems). Continued spreadsheets with documentation to keep the team organized. Added new insurance information into the system and submitted appropriate insurance tickets as needed for verification and other scenarios. Discussed uncovered insurance balances with patients and nailed down collections and financial arrangements. Supported lead in training new team members and communicated where training opportunities were needed. Recorded workflow demo training for new vendor. Experience with Ortho Banc accounts.

Accurately processed declined payments from queue, exceeded daily metrics and collection goals. Outbound collection calls, set up auto pay and removed declined payment methods and updated as needed. Added ACH NSF and stop payment fees on a case-by-case basis. Worked special reports for expired credit cards and various other projects as needed.

Wrote multiple detailed and precise Standard Operating Processes (SOP's) for the company as assigned.

Contract entry for the states of MO, CO and WY using Data Warehouse and setting up the contract in Cloud 9. Payment plans were set up according to the agreement. Calculated estimated insurance and trained all of the Practice Directors in the state of WY on how to properly quote and calculate insurance/discounts/add-ons for a contract. Wrote a step-by-step process and check sheet to guide other team members through this process and it also included check points for what documents were needed to be signed by the RP to complete the contract entry protocols. Also wrote and provided a cheat sheet on how to enter a contract with a visual document-this included how to calculate primary and secondary insurances.

Office manager for the Cheyenne office, scheduled patients, managed Campus Cash Rewards program, ordered all office inventory for office, fill in Treatment Coordinator (which included quoting insurance), helped retain patients and grow the patient base in WY offices, clinical duties as needed and delivered retainers to patients, marketing projects and managed a booth at several events, wrote processes that WY and CO used for daily workflow tasks-this included what information was needed for all insurance entry, including Medicaid. Worked with insurance companies to complete insurance verification for WY offices prior to their consultation, so we could quote insurance benefits accurately. Trained new team members in front office roles. Conducted interviews and had a hand in the hiring process. Built and maintained strong relationships with dental, orthodontic, pediatric and periodontic professionals within the community.