Kerrie Leonard

Front Desk/Insurance/Financial Coordinator

Front Desk Responsibilities:

• Greeted visitors and patients to determine needs, check appointments while directing accordingly, and answering patient and doctor calls while providing exceptional customer service in concierge manner.
• Scheduled, rescheduled, and cancelled appointments for dental patients. Minimized missed appointments through consistent reminder calls or emails to confirm upcoming visits or reschedule if necessary.
• Maximized Patient care and office time with preparation for all New Patient paperwork and Insurance verification. Communicated coverage to staff for best patient understanding to increase patient conversions. Communicated to patients to best understand their coverage.
• Facilitated patient care between health care professionals providing doctor treatment plans, records, notes, referrals, ect...
• Had extensive customer service training for patient care and involvement.
• Assisted in building the practice with Social Media recognition and referrals. Had Extensive Social Media training for practice improvement.

Insurance Responsibilities:

• Managed all insurance A/R accounts.
• Obtained insurance information, Prepared and submitted dental claims for Orthodontic Procedures, and tracked claims to maximize patient insurance benefits and experience, and overall office A/R.
• Developed an overall Insurance reference book for all insurances used with all contact, claim and AOB information.
• Reviewed bimonthly through the dental clearinghouse all processed claims and payments for tracking.

Financial Responsibilities:

• Managed all Patient A/R
• Helped patients find the perfect commitment budget plan for their investment that fits into their budget.
• Verified/ran all patient reports, current, delinquent, and insurance A/R 1-2 times per month to keep current.
• Managed Orthofi program that charged patient fees, transaction fees, and collections fees. Tracked once per month to make sure all is current for each patient on this program.
• Accepted, processed and deposited patient and insurance payments to patient accounts. Prepared bank account for deposit.
• Assisted patients in financial changes to help be successful for both patient and practice.

• Maintained a clean and organized workspace, ensuring compliance with health and safety regulations.
• Efficiently opened or closed the bar according to established procedures, ensuring preparedness for each shift.
• Participated in promotional events, representing the establishment positively.
• Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift.

• Maintained clean working environment by consistently organizing tools and equipment, promoting workplace safety.
• Welded in a fast pace environment in an auto manufacturing company that produced exhaust systems.
• MIG and TIG welding on stainless steel. Assembled pieces in a fixture and welding into one system while meeting all measurements and specifications.
• Team Leader/Welder: Manage team for highest production meeting all quality specifications with sub assemblies to final assemblies. Pressure testing, and measurement gauging every piece. Managed up to 50+ team members daily.