Julie D. Lee
Grand Prairie,Texas
Summary
Hardworking professional with 30+ years of experience and a proven knowledge of front and back office operations, Administrative support and customer service. Aiming to leverage my abilities to successfully fill the vacancy at your company. I am detailed-oriented with experience in insurance, accounts receivable, credentialing and running day to day operations for business department. I can be relied upon to help your company achieve its goals. Dentrix and Open Dental experience.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Office Business Manager
Williams Square Dental
Irving, TX
09.2023 - Current
- Developed and implemented policies and procedures to improve operational efficiency.
- Managed a team of staff members, providing guidance and direction to ensure successful completion of projects.
- Organized meetings with stakeholders to discuss objectives, strategies, and timelines for completing tasks.
- Provided guidance to staff on insurance coverage and payment options for patients.
- Assisted in training new employees on office policies and procedures related to dental services.
- Implemented strategies to improve efficiency in the day-to-day operations of the office.
- Conducted regular audits of patient accounts to ensure accuracy and compliance with regulations.
- Resolved customer complaints in a timely manner by investigating issues thoroughly.
- Prepared monthly reports summarizing activity within the dental practice for review by senior management.
- Scheduled patient appointments and effectively handled cancellations and last-minute adjustments.
- Hired, trained and monitored new office employees and took corrective action when necessary.
- Monitored delinquent accounts and initiated collection efforts as needed.
- Monitored employee adherence to company policies, laws, and regulations.
- Prepared monthly financial statements for review by executive leadership team.
Dental Financial Manager
DFW Smiles
Grapevine, TX
07.2020 - Current
- Performed insurance verification, pre-certification and pre-authorization.
- Submitted claims to insurance companies.
- Collected, posted and managed patient account payments.
- Investigated past due invoices and delinquent accounts to generate revenues and reduce number of unpaid and outstanding accounts.
- Monitored past due accounts and pursued collections on outstanding invoices.
- Entered procedure codes, diagnosis codes and patient information into billing software to facilitate invoicing and account management.
- Maintained accounting ledgers by verifying and posting account transactions.
- Managed all payments processing, invoicing and collections tasks.
- Executed account updates and noted account information in company data systems.
- Arranged documents for insurance claims.
- Scheduled cleanings and dental appointments for patients using appointment software.
- Answered and managed incoming calls and emails.
- Took customer payments and billed insurance companies for remaining balance.
- Managed front office customer service, appointment management, billing and administration tasks to streamline workflow.
Dental Insurance Coordinator
DFW Smiles
Grapevine, Texas
01.2018 - 07.2020
- Performed insurance verification, pre-certification and pre-authorization.
- Collected, posted and managed patient account payments.
- Submitted claims to insurance companies.
- Answered customer questions to maintain high satisfaction levels.
- Scheduled cleanings and dental appointments for patients using appointment software.
- Answered and managed incoming calls and emails.
- Took customer payments and billed insurance companies for remaining balance.
- Received and distributed incoming fax, mail and parcels to staff to facilitate communication.
- Adhered to HIPAA requirements to safeguard patient confidentiality.
Dental RDA/Front Office Manager
Neville Dental
Dallas, Texas
10.2010 - 09.2017
- Scheduled appointments and maintained and updated appointment calendars.
- Answered and managed incoming calls to schedule patient appointments and confirm upcoming appointments.
- Inventoried office supplies and ordered low stock items to maintain optimum supply.
- Arranged instrument trays prior to dental procedures and surgeries.
- Interviewed patients to complete case histories or intake and insurance forms.
- Contacted insurance companies to verify patient eligibility and coverage.
- Filed insurance claims and posted insurance checks.
- Maintained insurance aging report.
- Assisted the Doctor when needed.
- Filed data received from insurance carriers and secondary providers in appropriate patient charts.
- Performed various clerical and administrative functions, such as ordering and maintaining inventory of supplies.
- Performed bookkeeping duties, such as credits and collections, preparing and sending financial statements and bills and keeping financial records.
Education
Some College (No Degree) -
Weatherford College
Weatherford, TXSkills
- Insurance Billing
- Payment Processing
- Insurance Verification
- Front Office Management
- Friendly and Outgoing
- Patient Relations
- Accounts Receivable
- Verbal and Written Communication
- Phone and Email Etiquette
- Knowledge of Dental Terminology
- Processing Payments
- Credit and Collections
- Employee Management
- Staff Training
- Regulatory Compliance
Certification
Registered Dental Assistant #5113
Nitrous Oxide Certified
Radiology
Timeline
Office Business Manager
Williams Square Dental
09.2023 - Current
Dental Financial Manager
DFW Smiles
07.2020 - Current
Dental Insurance Coordinator
DFW Smiles
01.2018 - 07.2020
Dental RDA/Front Office Manager
Neville Dental
10.2010 - 09.2017
Some College (No Degree) -
Weatherford College