Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Lori Lucas

Lewis,OH

Summary

Friendly and warm Treatment Coordinator with talent for managing patient relations and ensuring patient comfort with treatment plan and financial arrangements. Substantial familiarity with orthodontic procedures and treatments. Dedicated to establishing effective relationships with patients and staff members.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Treatment Coordinator

Smile Doctors
08.2022 - Current
  • Explained treatment choices to patients and helped determine best options.
  • Conducted interviews with patients to discuss health history, objectives and concerns.
  • Reviewed X-rays to help patients determine best treatments.
  • Delivered excellent patient experiences and direct care.
  • Verified patient insurance eligibility and benefits.
  • Scheduled and confirmed patient appointments.
  • Was responsible for meeting production goals of up to $300k per month.
  • Coordinated care for my patients with other specialists such as periodontists, endodontists and oral surgeons.
  • Sanitized trays, instruments, and surfaces for clean dental office setting and patient safety.

Concierge

Smile Doctors
07.2021 - 08.2022
  • Offered friendly and efficient service to patients, handled challenging situations with ease.
  • Addressed patient inquiries with timely and professional responses via phone, email and in-person interactions.
  • Remedied issues quickly and effectively through active listening, conflict resolution, and dynamic communication skills.
  • Managed daily operations of concierge desk and monitored staff performance to proactively address inefficiencies.
  • Greeted patients upon arrival, offered assistance, and answered questions to build rapport and retention.
  • Answered patient telephone calls promptly and appropriately handled needs.

Front Desk Receptionist, Pre-tester, Optician

Clarkson Eyecare
07.2018 - 06.2021
  • Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
  • Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
  • Scheduled, coordinated and confirmed appointments and meetings.
  • Completed all tasks in compliance with company policies and procedures.
  • Maintained confidentiality of sensitive data to protect customer and business information.
  • Trained new team members on company procedures, customer service and issue resolution.
  • Confirmed important personal and payment information for compliance with security and payment card industry standards.
  • Educated patients on proper use, care and maintenance of eyeglasses and contact lenses.
  • Calibrated seg heights, vertex, and pupillary distance and pantoscopic tilt to customize eyeglass orders and create perfect fit.
  • Filed claims with vision and medical insurance companies to garner payment for optical services.
  • Contacted patients when eyeglasses or contact lenses arrived in store and assisted with final fitting.
  • Saw patients and did preliminary testing before they saw the doctor.



Education

Accounting

Franklin University
Columbus, OH

Associate of Applied Science - Accounting

Columbus State Community College
Columbus, OH
05.1994

Skills

  • Educate Patients
  • Medical Instrument Sterilization
  • Understanding of Financial Arrangements
  • EMR Systems
  • Multitasking Abilities
  • Treatment Documentation
  • HIPAA Regulations

Certification

Dental Radiography License

Timeline

Treatment Coordinator

Smile Doctors
08.2022 - Current

Concierge

Smile Doctors
07.2021 - 08.2022

Front Desk Receptionist, Pre-tester, Optician

Clarkson Eyecare
07.2018 - 06.2021

Accounting

Franklin University

Associate of Applied Science - Accounting

Columbus State Community College

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Lori Lucas