Katelyn Graves
Prunedale,CA
Summary
Highly motivated Financial Coordinator with proven success scheduling appointments and effectively communicating with various personalities. Smart, reliable and possessing extensive billing and fee calculation experience.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Coordinator
Destination Smiles Pediatric Dentistry
05.2022 - Current
- Answered questions over phone and in-person regarding billing, insurance coverage and treatment.
- Explained insurance benefits, fees and procedures to patient families.
- Oversee insurance department for filing claims, insurance payments, and write offs.
- Submitted claims to insurance companies on same day as patient treatment.
- Prepare treatment plans for patients with the understanding of explanation of benefits.
- Billing and accounts receivables.
- Collection calls from past due accounts and arrangement of payment plans.
Scheduling Coordinator
Destination Smiles Pediatric Dentistry
07.2018 - 05.2022
- Managed daily scheduling of all patient appointments and doctor schedules.
- Proactively identified scheduling issues and developed quick solutions to promote efficiency and profitability.
- Managed over 100+ calls per day from patient families, insurance companies, and other offices.
- Validate insurances and understand explanation of benefits.
- Developed strong working relationships with management and executive team through effective communication skills.
- Communicate correspondence from other office for doctors or patient families.
- Maintain HIPAA compliance.
Server
Craftworks Ltd.
09.2014 - 07.2018
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Cultivated warm relationships with regular customers.
- Maintained clean and organized dining areas to uphold restaurant hygiene standards.
- Manage fast paced environment.
- Efficiently and effectively provide a positive experience.
Education
Bachelor of Arts - Child Development
San Jose State University
San Jose, CA12.2016
Skills
- Finance
- Financial Management
- Verbal and Written Communication
- Negotiation
- Financial Planning
- Appointment Scheduling
- Customer Service
- Account and Ledger Reconciliations
- Telephone Etiquette
- Financial Management and Reporting
- Monthly Close Reporting
- Administrative Support
Certification
- CPR Certification
Timeline
Financial Coordinator
Destination Smiles Pediatric Dentistry
05.2022 - Current
Scheduling Coordinator
Destination Smiles Pediatric Dentistry
07.2018 - 05.2022
Server
Craftworks Ltd.
09.2014 - 07.2018
Bachelor of Arts - Child Development
San Jose State University
- CPR Certification
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