Michelle Bertram

Manage two line phone system
Complete specialist referral process
Verify dental insurance
Confirm appointments
Collect patient payments
Greet and check-in patients
Establish and secure financial arrangements for recommended treatment
Explain dental insurance benefits to patients.
Provided complete patient assessments and communicated with patients to understand medical histories.
Established rapport and relationships with patients and external partners.
Upheld confidentiality requirements and regulatory compliance guidelines.
Worked with patients to schedule tests and procedures.
Educated patients by explaining preparation instructions for upcoming procedures and tests.
Worked with patients and families to develop future plans and discuss care actions.
Reviewed medical charts and served as the liaison between patient, doctor, and clinic.
Managed prescriptions by sending electronic requests for new medications and refills.

• Serve as the primary point of contact to coordinate business travel for executives, employees, and applicants
• Assist with the coordination of designated company meetings to reserve meeting space, plan employee travel, provide audiovisual support, and coordinate meal planning.
• Facilitate a smooth, professional, accurate, and secure check-in process for visitors.
• Responsible for office supply inventory and organization for headquarters.
• Serve as liaison for severe weather conditions.
• Sort and distribute office mail.
• Assist Human Resources and Finance department with projects.
• Process new hires, take photo, and issue security badges, and I-9 identification.
• Chairperson of Culture Welder Committee, plan all company events, and manage recognition programs.
• Manage employee relations budget.
• Manage executive calendars
• Responsible for executive medical reimbursement.
• Process executive expenses.
• Schedule and plan quarterly earnings calls and Board of Directors Meetings

• Track financial production
• Review doctor and hygiene clinical notes
• Manage doctor and hygiene schedules
• Maintain office cash flow
• Run day end financial reports
• Coordinate office outings/ community events
• Follow up on all patient collection and bankruptcy accounts.
• Observed staff performance to monitor conflict management and performance skills.
• Leveraged patient feedback and performed continuous process improvements to streamline day-to-day business operations and patient satisfaction.
• Built relationships with physicians to create a steady referral pipeline.
• Conducted frequent clinic walk-throughs to maintain a safe work environment.
• Prepared and retained records, files, and reports according to various government and practice standards.
• Confirmed availability of sufficient supplies for delivery of quality patient care orders.
• Recruited, hired, and educated staff.

• Manage three-line phone system.
• Complete specialist referral process
• Verify dental insurance
• Confirm appointments
• Collect patient payments
• Verify account balances
• Greet and check-in patients
• Establish and secure financial arrangements for recommended treatment
• Follow up with outstanding Insurance claims
• Explain dental and medical insurance benefits to patients.
• Provided complete patient assessments and communicated with patients to understand medical histories.
• Communicated with patients, caregivers, and families members to relay diagnoses and treatment options.
• Established rapport and relationships with patients and external partners.
• Maintained confidentiality of patient data and conditions to safeguard health information.
• Upheld confidentiality requirements and regulatory compliance guidelines.
• Worked with patients to schedule tests and procedures.
• Educated patients by explaining preparation instructions for upcoming procedures and tests.
• Worked with patients and families to develop future plans and discuss care actions.
• Reviewed medical charts and served as the liaison between patient, doctor, and clinic.
• Explained upcoming treatment preparation, instructions, and other facts to patients.
• Encouraged patients to schedule recommended tests and procedures.
• Resolved problems with communication and billing to foster seamless services.
• Managed prescriptions by sending electronic requests for new medications and refills.