MONSERRAT VALENZUELA
Waco,TX
Summary
Experienced with financial management, including thorough handling of accounts payable/receivable and budget monitoring. Utilizes advanced knowledge of financial software and accounting principles to maintain accuracy and compliance. Track record of effective communication and problem-solving, facilitating smooth financial operations and teamwork.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Accounting Coordinator
Today’s Family Dental
12.2021 - Current
- Maintained accurate documentation for all financial transactions
- Supported efficient accounting operations with high-quality administrative support
- Managed fixed asset inventory system ensuring accuracy of records
- Oversaw full accounting cycle and prepared applicable financial statements
- Maintained confidentiality of sensitive financial information at all times
- Reviewed and reconciled invoices, credit memos, and other payments to ensure accuracy of financial records
- Investigated and resolved billing issues to maximize cash flow and minimize liabilities
- Assisted in the preparation of month-end closing statements
- Contacted customers via email and phone to determine when past due invoices would be paid
- Updated and managed accounts payable databases, employing access controls to protect data
- Processed accounts receivable and payable transactions, including journal entries and bank deposits
- Greeted patients, verified insurance information and scheduled appointments
- Prepared bills and completed insurance forms using system software
- Responded to inquiries from patients regarding their treatment plan
- Ensured that all necessary paperwork was completed accurately prior to treatment
- Maintained records of patient treatments, progress reports and payments
- Kept track of treatment information in patient records
- Prepared financial statements for review by the orthodontist or office manager
- Maintained accurate documentation regarding accounts payables and accounts receivables in accordance with company policies.
- Guided patients through their financial options while discussing treatments, offering flexible payment plans tailored to individual needs.
- Managed insurance claims and billing procedures, ensuring accurate and prompt payments.
- Assisted in developing comprehensive treatment plans, ensuring patients received timely and appropriate care.
- Scheduled and confirmed patient appointments.
Dental Assistant/Front Desk Receptionist
Waco Family Medicine
02.2013 - 12.2021
- Gathered and reviewed patient records, data and health history to share with dentists for quick and accurate patient assessments, diagnoses and treatment
- Educated patients on treatment procedures and post-procedure home care
- Entered patient data into dental records system and observed confidentiality rules to maintain patient privacy
- Built loyal patient following and retained return patients by providing empathetic and caring service
- Gathered and documented patient medical and dental histories
- Updated patient records with new data and treatment information
- Relayed dentist instructions regarding postoperative care
- Checked patients in and out, verified insurance and collected co-pays to keep business administrative and financial records current
- Prepared new patient files and updated existing records with new personal, insurance and medical information
- Handled telephone and in-person requests for assistance from new and established dental practice patients
- Educated patients about post-operative and at-home care for optimal outcomes
- Answered and managed incoming calls and emails
- Collected payments from patients and arranged payment schedules
- Verified, updated and entered patient information into system
- Demonstrated proficiencies in telephone, e-mail, fax and front-desk reception within high-volume environment
- Scheduled cleanings and dental appointments for patients using appointment software
- Prepared new charts, updated existing charts and managed records transfers between offices
- Called patients to schedule recall appointments, consistently double-checking information and availability
- Helped patients' complete paperwork and explained processes and procedures
- Adhered to HIPAA requirements to safeguard patient confidentiality
- Managed incoming telephone calls, including taking messages and directing callers to personnel
- Kept office spaces well-stocked with administrative and medical supplies
- Contacted other medical facilities to confirm medical histories and prevent inaccurate diagnoses
Education
Associate of Science -
McLennan Community College
Waco, TXRegistered Dental Asssitant - Dental
Texas State Technical College
Waco, TX12-2010
Certification
CPR
RDA
Languages
English
Full Professional
Spanish
Full Professional
Timeline
Accounting Coordinator
Today’s Family Dental
12.2021 - Current
Dental Assistant/Front Desk Receptionist
Waco Family Medicine
02.2013 - 12.2021
Associate of Science -
McLennan Community College
Registered Dental Asssitant - Dental
Texas State Technical College