Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Lisa Cruz

Fairfield,CA

Summary

Healthcare professional with knowledge of patient financial processes and commitment to high standards. Expertise in managing patient accounts and resolving billing issues, contributing to smooth operation of healthcare facilities. Strong focus on achieving results, with adaptability to changing needs. Proficient in insurance verification and claims management, valued for reliability and problem-solving abilities.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Patient Financial Coordinator

American Canyon Orthodontics
01.2025 - Current
  • Managed 20+ accounts a day though in office or over the phone questions
  • Updated patients' financial records promptly after receiving payments or adjustments, ensuring timely reporting of account status changes.
  • Verified patient insurance eligibility and entered patient information into system.
  • Reduced claim denials, ensuring accuracy in insurance verification processes.
  • Answered incoming calls, scheduled appointments and filed medical records.
  • Processed payments using cash and credit cards, maintaining accurate records of transactions.
  • Applied administrative knowledge and courtesy to explain procedures and services to patients.
  • Improved financial accuracy by thoroughly reconciling accounts and identifying discrepancies on a monthly basis.
  • Handled day-to-day accounting processes to drive financial accuracy.

Registered Dental Assistant

Queen of the Valley Hospital
07.2023 - 01.2025
  • Performed general chair-side duties specializing in pediatric dentistry
  • Documented patient dental health information and medical history future reference.
  • Successfully assisted dentist by performing four-handed dentistry and other chair-side duties.
  • Sanitized trays, instruments, and surfaces for clean dental office setting and patient safety.
  • Sterilized rooms and prepped equipment and instruments for up to 40 procedures daily.

Orthodontic Registered Dental Assistant

Kids Care Dental & Orthodontics
12.2021 - 12.2023
  • Assisted orthodontists in performing complex treatments, ensuring precise execution of tasks and high-quality results.
  • Improved patient comfort by providing clear explanations and thorough instructions during orthodontic procedures.
  • Managed inventory of dental supplies to ensure availability of necessary tools for all appointments and procedures.
  • Explained treatment procedures and instructed patients on home care guidelines.

Orthodontic Assistant

GV Smiles
06.2020 - 12.2021
  • Prepared patient for orthodontist and performed simple tasks such as tightening braces and conducting preliminary examinations.
  • Took x-rays, photographs, and impressions of patients' teeth and mouth.
  • Provided exceptional chairside assistance to orthodontist during complex procedures such as bracket placement and adjustments, aligner fittings, and appliance installations.
  • Maintained detailed progress notes for each patient to support continuity of care throughout their treatment plan.
  • Set appointments and made follow-up calls.

Office Manager

American Canyon Pediatric Dentistry
07.2015 - 05.2020
  • Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
  • Processed payments using cash and credit cards, maintaining accurate records of transactions.
  • Verified patient insurance eligibility and entered patient information into system.
  • Enhanced revenue collection with diligent follow-ups on outstanding balances
  • Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
  • Assisted in month-end closing procedures, ensuring all invoices were processed on time to reflect accurate financial statements.

Education

Dental Assisting Certification -

Western Career College
Sacramento, CA
05.2010

Skills

  • Financial management
  • Insurance verification and authorization
  • Insurance form processing
  • HIPAA compliance
  • Billing procedures
  • Professionalism and ethics
  • Administrative and office support
  • Customer service

Certification

  • Certified Orthodontic Assistant - Exp. 10/2025
  • Registered Dental Assistant - Exp. 10/2025
  • BLS - EXP. 12/2025

Timeline

Patient Financial Coordinator

American Canyon Orthodontics
01.2025 - Current

Registered Dental Assistant

Queen of the Valley Hospital
07.2023 - 01.2025

Orthodontic Registered Dental Assistant

Kids Care Dental & Orthodontics
12.2021 - 12.2023

Orthodontic Assistant

GV Smiles
06.2020 - 12.2021

Office Manager

American Canyon Pediatric Dentistry
07.2015 - 05.2020

Dental Assisting Certification -

Western Career College

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