Marleny Corniel

Patient Communication & Case Presentation

• Explain Treatment Plans: Clearly present proposed treatment options, procedures, and timelines to patients.
• Answer Questions: Address patient concerns regarding treatments, procedures, recovery, and expected outcomes.
• Educate Patients: Help patients understand the importance of dental care and how recommended treatments benefit their oral health.

Financial Coordination

• Discuss Costs: Provide accurate estimates for procedures and explain what is and isn’t covered by insurance.
• Present Payment Options: Review financing options (e.g., in-house payment plans, third-party financing like CareCredit).
• Collect Deposits: Secure down payments for large treatment plans and ensure payment policies are followed.

Insurance Coordination

• Verify Benefits: Confirm insurance eligibility and coverage for proposed treatments.
• Submit Pre-authorizations: Prepare and submit necessary pre-treatment estimates to insurance companies.
• Follow Up on Claims: Work with insurance providers to ensure timely processing of claims related to proposed treatment.

Scheduling & Follow-Up

• Coordinate Appointments: Schedule and confirm appointments based on treatment plans and availability.
• Monitor Treatment Progress: Follow up with patients to ensure they stay on track with recommended treatment schedules.
• Reactivate Patients: Reach out to inactive patients to encourage rescheduling of pending treatment plans.

Collaboration with Clinical and Front Office Teams

• Treatment Planning: Collaborate with dentists and hygienists to develop comprehensive treatment plans.
• Team Communication: Keep clinical and administrative staff informed of patient treatment status and scheduling.
• Patient Handoff: Ensure a smooth transition from consultation to scheduling and treatment execution.

Administrative Duties

• Documentation: Accurately record all patient interactions and signed consent forms.
• Reporting: Track case acceptance rates, financial arrangements, and pending treatment reports.
• Compliance: Ensure patient information is kept confidential and that HIPAA and office policies are followed.

• Educated patients on proposed dental treatment plans, addressing procedures, timelines, and benefits to support informed decision-making.
• Presented financial estimates, explained insurance coverage, and arranged flexible payment options to improve case acceptance.
• Verified dental insurance benefits and coordinated pre-authorizations to ensure timely and accurate claims processing.
• Worked alongside dentists and hygienists to arrange sequential appointments ensuring optimal patient outcomes.
• Maintained accurate and confidential patient records, including signed consents, financial agreements, and treatment progress.
• Increased treatment acceptance rates by effectively communicating value and overcoming financial or procedural concerns.
• Conducted regular follow-ups with patients to ensure compliance with scheduled treatments and post-care appointments.
• Delivered excellent customer service by addressing patient questions and concerns with professionalism and empathy.
• Supported front office workflow by assisting with check-in, scheduling, and patient coordination when needed.
• Ensured HIPAA compliance and adhered to all office protocols related to documentation and patient privacy.

Financial & Billing Oversight

• Budget Management: Assist in budgeting, expense tracking, and financial reporting.
• Billing Supervision: Oversee patient billing, insurance claims, collections, and payment processing.
• Vendor Relations: Manage contracts and relationships with vendors, suppliers, and service providers.

Compliance & Regulations

• Policy Enforcement: Ensure compliance with HIPAA, OSHA, and state/federal healthcare regulations.
• Licensing & Certifications: Keep track of provider and facility licenses, certifications, and renewals.
• Documentation Standards: Maintain proper recordkeeping practices and ensure all documentation meets legal standards.

Human Resources

• Staff Hiring & Training: Support hiring, onboarding, and training of new employees.
• Performance Monitoring: Conduct staff evaluations, provide feedback, and handle disciplinary actions as needed.
• Team Support: Foster a collaborative and positive work environment.

Patient Relations

• Customer Service Oversight: Address patient complaints or concerns and resolve service issues promptly.
• Patient Flow Coordination: Monitor wait times and optimize patient intake and discharge processes.
• Service Quality Assurance: Gather and analyze patient feedback to improve service delivery.

Technology & Systems

• EHR Management: Ensure proper use of electronic health records (EHR) and troubleshoot technical issues.
• Software Oversight: Train staff on practice management software and ensure data accuracy.
• IT Coordination: Liaise with IT support for hardware/software issues.Front Desk & Patient SupportPatient Check-In/Out: Greet patients, collect identification and insurance, and manage intake paperwork.
  Appointment Management: Schedule, reschedule, and confirm walk-ins or appointments as needed.
  Patient Inquiries: Answer phone calls, emails, and in-person questions with professionalism and accuracy.
  Administrative & Office ManagementMedical Record Handling: Maintain accurate and confidential patient records using EMR systems.
  Insurance Verification: Verify patient eligibility and benefits prior to treatment.
  Billing Support: Assist with co-pay collection, explain basic billing procedures, and ensure proper charge capture.
  Operational SupportSupplies Management: Monitor and order office supplies and forms for daily operations.
  Clerical Duties: Perform data entry, filing, scanning, and faxing of medical and administrative documents.
  Compliance Support: Ensure front desk processes are compliant with HIPAA and internal policies.
  Team CoordinationProvider Communication: Coordinate patient flow with clinical staff to minimize wait times.
  Incident Documentation: Record and report patient complaints or incidents to management.
  Daily Reporting: Support managers by compiling daily visit logs, financial summaries, or patient statistics.
  Customer ServicePatient Experience: Ensure a clean, welcoming reception area and a positive patient experience.
  Follow-Up Coordination: Assist with appointment reminders or follow-up communications if needed.
  

Administrative Duties

• Patient Scheduling: Coordinate and manage appointments, follow-ups, and recalls efficiently.
• Front Desk Operations: Greet and check in patients, answer phones, and manage email correspondence.
• Record Management: Maintain and update patient records, including treatment plans, insurance info, and medical history.
• Data Entry: Accurately input data into dental management software (e.g., Dentrix, Eaglesoft, Open Dental).
• Office Supplies: Order and maintain inventory of office and administrative supplies.

Billing and Insurance

• Insurance Verification: Confirm patients’ coverage and eligibility prior to appointments.
• Claims Processing: Prepare and submit dental insurance claims and pre-authorizations.
• Payment Collection: Process payments, issue receipts, and manage patient billing.
• Accounts Receivable: Track outstanding balances, send statements, and follow up on overdue payments.

Compliance and Confidentiality

• HIPAA Compliance: Ensure all patient information is handled securely and confidentially.
• Regulatory Compliance: Stay updated on dental office regulations, including OSHA standards.
• Documentation: Ensure proper documentation and filing of consent forms and treatment plans.

Communication and Customer Service

• Patient Relations: Provide excellent service, answer questions, and resolve complaints professionally.
• Team Coordination: Communicate effectively with dentists, hygienists, and assistants regarding schedules and patient flow.
• Marketing Support: Help manage office social media, newsletters, or promotional campaigns, if applicable.

Technology and Software

• Practice Management Software: Operate dental software for scheduling, billing, and records.
• Digital Communication: Send appointment reminders, confirmations, and follow-up messages via email or SMS.

Patient Interaction

• Greet Patients: Welcome patients warmly upon arrival and check them in efficiently.
• Answer Phones: Respond to calls professionally, answer questions, and route calls as needed.
• Appointment Scheduling: Book, reschedule, and confirm appointments for patients via phone, email, or text.

Administrative Duties

• Check-In/Check-Out: Manage the flow of patients by handling check-in and check-out procedures.
• Forms & Paperwork: Ensure patients complete required forms and update medical and dental histories.
• Maintain Records: Accurately enter and update patient information in the dental management system.

Financial Transactions

• Collect Payments: Process co-pays, payments for services, and issue receipts.
• Insurance Verification: Assist in verifying insurance coverage and eligibility before appointments.
• Billing Support: Provide basic explanations of charges and help patients understand their financial responsibilities.

Office Coordination

• Daily Office Prep: Open and close the front office, ensure waiting area is clean and stocked.
• Communication Hub: Act as a liaison between patients and clinical staff to ensure smooth patient flow.
• Confirm Appointments: Send out reminders and confirm upcoming visits through calls, texts, or software.

Customer Service

• Patient Support: Handle patient inquiries, concerns, and complaints calmly and professionally.
• Follow-Up: Call patients to remind them of upcoming appointments or encourage rescheduling missed visits.
• Promote Services: Inform patients about office services, specials, or new treatments offered.

Sales Representative Manager – Responsibilities

Team Leadership & Staff Development

• Supervise, motivate, and coach a team of sales representatives to meet or exceed store targets.
• Train new hires on product knowledge, customer service, and sales techniques.
• Monitor team performance and provide regular feedback, coaching, and performance evaluations.

Sales & Customer Service

• Drive sales by promoting mobile devices, plans, and accessories to customers.
• Ensure a high standard of customer service is delivered consistently across all team interactions.
• Handle escalated customer issues and resolve complaints to ensure satisfaction and loyalty.

Store Operations

• Oversee daily store operations, including opening/closing procedures, cash handling, and staff scheduling.
• Ensure inventory is accurate, well-stocked, and merchandise is displayed properly.
• Maintain compliance with company policies, procedures, and brand standards.

Sales Strategy & Performance Monitoring

• Set daily, weekly, and monthly sales goals and track team performance against KPIs.
• Analyze sales reports and implement strategies to increase revenue and productivity.
• Coordinate in-store promotions and upselling opportunities to boost customer engagement.

Product Knowledge & Training

• Stay current with the latest phone models, carrier plans, and technology trends.
• Conduct regular team briefings and training sessions on new product launches and sales initiatives.

Reporting & Communication

• Prepare and submit sales and performance reports to upper management.
• Communicate company updates, promotions, and objectives to the sales team clearly and effectively.

Barbershop Manager – Duties and Responsibilities

Staff Management

• Create and manage staff schedules to maintain adequate coverage during peak and off-peak hours.
• Conduct regular team meetings, performance reviews, and address staff concerns or conflicts.

Customer Service & Client Relations

• Ensure a welcoming, professional atmosphere that promotes client satisfaction and repeat business.
• Handle customer feedback, complaints, or service issues promptly and professionally.
• Build client relationships and oversee implementation of loyalty programs or promotions.

Operations & Workflow

• Oversee daily shop operations, including appointment scheduling, walk-ins, and workflow coordination.
• Maintain cleanliness, organization, and safety standards throughout the barbershop.
• Ensure compliance with health, safety, and sanitation regulations.

Financial & Inventory Management

• Manage the shop’s budget, including expenses, payroll, and vendor payments.
• Monitor sales, service revenues, and profitability; prepare financial reports as needed.
• Order and manage inventory of hair products, grooming supplies, and retail items.

Marketing & Business Development

• Develop and implement local marketing strategies (e.g., social media, referral programs, community events).
• Collaborate with owners or upper management to grow the brand and expand clientele.
• Monitor competitor activity and industry trends to keep services relevant and competitive.

Technology & Systems

• Utilize POS and scheduling software to manage transactions, track customer visits, and monitor business performance.
• Maintain client database and ensure accuracy of service history and contact details.