Juanita Rodriguez

• Practice Management – Overseeing daily operations, workflow, and ensuring efficiency.
• Scheduling & Staffing – Managing staff schedules, coordinating provider calendars, and minimizing patient wait times.
• Compliance & Regulations – Ensuring the practice meets HIPAA, OSHA, and local health regulations.
• Inventory Management – Tracking supplies and ordering efficiently to avoid overstock or shortages.

Financial & Business Skills

• Budgeting & Forecasting – Creating budgets, tracking expenses, and forecasting revenue.
• Billing & Insurance Knowledge – Understanding dental codes (CDT), claims processing, and insurance reimbursement cycles.
• KPI Tracking & Reporting – Monitoring performance metrics like production, collections, cancellations, and case acceptance rates.
• Revenue Cycle Management – Overseeing billing, collections, and financial follow-ups.

Leadership & HR Skills

• Team Leadership – Leading meetings, coaching staff, and managing conflict.
• Hiring & Training – Recruiting qualified candidates and ensuring ongoing staff development.
• Performance Reviews – Setting expectations, giving feedback, and conducting evaluations.
• Culture Building – Fostering a positive work environment that reflects the practice’s values.

Technology & Tools

• Practice Management Software – Proficiency in Dentrix, Eaglesoft, Open Dental, etc.
• Digital Communication Tools – Knowledge of email platforms, text reminders, and telehealth systems.
• Data Analysis Tools – Using spreadsheets or analytics dashboards to track trends and identify issues.

Patient Experience & Communication

• Customer Service Excellence – Ensuring patients have a smooth, pleasant experience.
• Conflict Resolution – Handling complaints or escalations professionally.
• Treatment Coordination Support – Helping present treatment plans and answer financial questions.

• Overseeing the day-to-day operations of a dental practice, including managing patient appointments, staff scheduling, financial transactions, insurance billing, patient records, compliance with regulations, and maintaining a positive patient experience, essentially acting as the leader of the front office team and ensuring smooth practice workflow.
• Staff Management:
• Hiring, training, and supervising front office staff
• Creating and managing staff schedules
• Conducting performance evaluations and addressing staff issues
• Delegating tasks and ensuring team coordination
• Patient Management:
• Scheduling appointments and managing patient flow
• Checking patients in and out, verifying insurance information
• Presenting treatment plans and explaining costs to patients &
• Handling patient concerns and complaints
• Collecting payments and managing accounts receivable
• Financial Management:
• Processing insurance claims and following up on outstanding claims
• Managing office budget and expenses
• Generating financial reports and analyzing practice performance
• Monitoring collections and managing patient accounts
• Administrative Tasks:
• Maintaining patient records and ensuring
• HIPAA compliance
• Updating office policies and procedures
• Ordering office supplies and managing inventory
• Coordinating with dental professionals and specialists
• Managing marketing and promotional activities
• Compliance and Regulations:
• Staying updated on dental practice regulations and legal requirements
• Ensuring adherence to OSHA and HIPAA standards
• Managing required documentation and reporting

• Patient consultation-Meeting with new patients to gather medical history, conduct initial assessments, and present treatment options clearly
• Treatment plan presentation-Explaining the recommended treatment plan to patients, including details about procedures, duration, costs, and potential benefits.
• Financial discussions-Discussing payment plans, insurance benefits, and financing options with patients
• Appointment scheduling-Coordinating patient appointments based on treatment needs and the orthodontist's availability
• Patient communication-Maintaining consistent communication with patients regarding appointments, treatment updates, and any necessary follow-up
• Treatment coordination-Managing patient flow throughout the treatment process, ensuring timely presentation and follow-up appointments
• Insurance verification-Checking insurance eligibility and benefits for patients. Both private and Medicaid
• Record keeping-Maintaining accurate patient records including treatment plans, progress notes, and financial information in their chart
• Customer service-Addressing patient concerns, providing support, and ensuring a positive patient experience

• Overseeing the day-to-day operations of a dental practice, including managing patient appointments, staff scheduling, financial transactions, insurance billing, patient records, compliance with regulations, and maintaining a positive patient experience, essentially acting as the leader of the front office team and ensuring a smooth practice workflow.
• Staff Management:
• Hiring, training, and supervising front office staff
• Creating and managing staff schedules
• Conducting performance evaluations and addressing staff issues
• Delegating tasks and ensuring team coordination
• Patient Management:
• Scheduling appointments and managing patient flow
• Checking patients in and out, verifying insurance information
• Presenting treatment plans and explaining costs to patients &
• Handling patient concerns and complaints
• Collecting payments and managing accounts receivable
• Financial Management:
• Processing insurance claims and following up on outstanding claims
• Managing office budget and expenses
• Generating financial reports and analyzing practice performance
• Monitoring collections and managing patient accounts
• Administrative Tasks:
• Maintaining patient records and ensuring
• HIPAA compliance
• Updating office policies and procedures
• Ordering office supplies and managing inventory
• Coordinating with dental professionals and specialists
• Managing marketing and promotional activities
• Compliance and Regulations:
• Staying updated on dental practice regulations and legal requirements
• Ensuring adherence to OSHA and HIPAA standards
• Managing required documentation and reporting