Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kellee Jones

San Diego,CA

Summary

Highly motivated Treatment Coordinator and Marketing Associate with extensive experience in driving patient satisfaction, practice growth, and building strategic partnerships with referring offices. Adept at delivering exceptional care and fostering trust in fast-paced healthcare settings, with expertise in treatment planning, insurance processes, and patient engagement. Proven track record at Oral Surgery and Dental Implants, achieving an 80% case closure rate through exceptional customer service, comprehensive dental knowledge, and tailored financial solutions. Recognized for a unique combination of organizational skills, problem-solving abilities, and a proactive approach to fostering patient confidence and practice success.

Overview

12
12
years of professional experience

Work History

Treatment Coordinator/Marketing Associate

Oral Surgery and Dental Implants
San Diego, CA
01.2018 - Current
  • Educate patients on treatment options, financial plans, and associated costs to boost case acceptance.
  • Keeping a closing rate at 80%
  • Proactively follow up on pending treatment plans, improving patient conversions and practice revenue.
  • Coordinate seamless scheduling to enhance surgeon productivity and patient satisfaction.
  • Develop trust and confidence with patients through clear communication and personalized care.
  • Present and discuss treatment plans, addressing patient concerns to secure commitments.
  • Maintain communication with referring offices, ensuring accurate information exchange.
  • Contribute to marketing efforts, including profile management and creating consultation letters for referrals.
  • Track patient engagement and maintain a minimum 80% case closure rate.
  • Verify insurance eligibility and pre-authorizations to streamline treatment processes.
  • Customize financial plans, including third-party financing, to meet diverse patient needs.
  • Maintain detailed, organized patient records for efficient communication and decision-making.
  • Continuously update knowledge through training in insurance coding and billing best practices.

Office Manager/Lead Assistant

Sandor Endodontics
Jacksonville, FL
01.2016 - 06.2018
  • Managed daily office operations, ensuring smooth workflows and exceptional patient care.
  • Coordinated staff schedules, patient appointments, and administrative tasks.
  • Oversaw billing and insurance verification processes, ensuring accuracy and compliance.
  • Acted as a liaison between patients, providers, and insurance companies.

Restaurant Server

PF Changs Restaurant
Jacksonville, FL
07.2015 - 08.2016
  • Delivered exceptional customer service in a fast-paced dining environment.
  • Cultivated positive relationships with guests to enhance overall dining satisfaction.
  • Instructed team members on organizational protocols and guidelines.

Dental Assistant

Ogden Endodontics
Virginia Beach, VA
02.2015 - 07.2015
  • Assisted during procedures, ensuring patient comfort and efficient workflows.
  • Prepared treatment rooms and sterilized instruments according to OSHA standards.
  • Provided pre- and post-operative instructions to patients.

Restaurant Server

Smokey Bones Bar & Fire Grill
Virginia Beach, VA
07.2012 - 07.2015
  • Provided exceptional service, upselling menu items to enhance customer satisfaction.
  • Managed a high volume of customers during peak hours while maintaining attention to detail.

Education

Practical Dental Assisting of Virginia Beach
Virginia Beach, VA
01.2015

Princess Anne High School
Virginia Beach, VA
06.2013

Skills

  • Strong customer service and sales-oriented mindset
  • Knowledge of dental terminology, treatment planning, and insurance processes
  • Proficiency in time management, attention to detail, and teamwork
  • Expertise in financial arrangements and case acceptance strategies
  • Skilled in HIPAA compliance and professional patient interactions
  • Adept at marketing, patient retention, and referral network growth
  • Exceptional communication, organizational, and problem-solving skills

Timeline

Treatment Coordinator/Marketing Associate

Oral Surgery and Dental Implants
01.2018 - Current

Office Manager/Lead Assistant

Sandor Endodontics
01.2016 - 06.2018

Restaurant Server

PF Changs Restaurant
07.2015 - 08.2016

Dental Assistant

Ogden Endodontics
02.2015 - 07.2015

Restaurant Server

Smokey Bones Bar & Fire Grill
07.2012 - 07.2015

Practical Dental Assisting of Virginia Beach

Princess Anne High School
Kellee Jones