Juanita Rodriguez

• 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
• Answering phone calls
• 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.

1. Patient Consultation & Education

• Meet with patients to review treatment options recommended by the dentist.

• Explain procedures, expected outcomes, risks, and benefits in patient-friendly language.

• Provide cost estimates and explain financial options (insurance coverage, payment plans, third-party financing).

2. Treatment Presentation & Case Acceptance

• Present treatment plans in a professional and compassionate manner.

• Help patients understand the value and importance of dental care to increase case acceptance.

• Address patient concerns, objections, or fears about treatment.

3. Insurance & Financial Coordination

• Verify insurance benefits and coverage.

• Assist patients in understanding how much their insurance will cover and what their out-of-pocket costs will be.

• Guide patients through financing options when needed.

4. Scheduling & Follow-Up

• Coordinate treatment appointments to ensure efficiency.

• Follow up with patients who have pending treatment plans to encourage scheduling.

• Track unscheduled treatment and maintain active communication with patients.

5. Collaboration with the Dental Team

• Work closely with dentists, hygienists, and office staff to ensure treatment plans are accurate and feasible.

• Communicate patient concerns or financial limitations to the dentist for alternative solutions.

• Support office production goals by ensuring a smooth patient flow and treatment acceptance.

6. Administrative & Reporting Duties

• Maintain accurate records of consultations, financial discussions, and patient decisions.

• Track key performance indicators (KPIs) such as case acceptance rates and revenue from presented treatment.

• Contribute to office growth by identifying opportunities to improve consultation processes.

• 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