Stephanie Clemens
Concord,CA
Summary
Knowledgeable Treatment Coordinator with solid background in financial coordination and expertise in budget management, financial reporting, and accounts reconciliation. Successfully streamlined financial processes and enhanced accuracy in reporting. Demonstrated strong analytical skills and effective communication to support team collaboration and achieve organizational goals.
Qualified Treatment Coordinator with strong background in managing patient care and treatment plans. Successfully facilitated seamless communication between patients, families, and medical teams to ensure comprehensive care. Demonstrated ability to coordinate schedules and maintain detailed patient records.
Overview
10
10
years of professional experience
Work History
Financial Coordinator/Treatment Coordinator
Dr. Gary Reichhold and Rickey Vargas
07.2019 - 02.2025
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Explained insurance benefits, fees and procedures to patients.
- Contacted insurance carriers to discuss policies and individual patient benefits.
- Submitted claims to insurance companies on same day as patient treatment.
- Managed accounts payable and receivable functions, ensuring timely payments and accurate recordkeeping.
- Answered questions over phone and in-person regarding billing, scheduling and treatment.
- Maintained a high level of confidentiality when handling sensitive financial information and employee records.
- Oversaw invoicing processes, ensuring prompt billing of clients/vendors while minimizing errors in calculations or account entries.
- Facilitated the annual budget planning process, collaborating closely with various departments to ensure accurate input.
- Streamlined month-end closing procedures, reducing time spent on reconciliations and adjustments.
- Increased departmental efficiency, implementing standardized procedures for all financial coordinator tasks.
- Followed up with delinquent accounts to obtain funds and reduce aging balances.
- Managed payroll data entry and processing for 10 employees to comply with predetermined company guidelines.
- Completed bi-weekly payroll for 10 employees.
Office Manager/Dental Treatment Coordinator
Dr. Aurora Patino
07.2015 - 06.2019
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
- Improved team morale and cohesion with regular team-building activities and open communication channels.
Education
RDA - Dental Assisting
Loma Vista Dental Assisting Program
Concord, CA06-1991
Skills
- Accounts receivable
- Accounts payable
- Appointment scheduling
- Payment collection
- Payroll administration
- Cash flow forecasting
- Insurance documentation processing
- Financial statement preparation
- Preparing financial statements
- Collections
- Account reconciliation
- Insurance verification
- Patient care coordination
- Treatment Planning
- Exam room preparation
- Skilled in Ortho2 and Dolphin
- AP/AR invoicing
- X-ray interpretation skills
- Expertise of payment plans
- Patient education
- Patient outreach and Follow-up
Timeline
Financial Coordinator/Treatment Coordinator
Dr. Gary Reichhold and Rickey Vargas
07.2019 - 02.2025
Office Manager/Dental Treatment Coordinator
Dr. Aurora Patino
07.2015 - 06.2019
RDA - Dental Assisting
Loma Vista Dental Assisting Program
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