Stephanie Richards
Dental Office Man ager
San Jose,CA
Summary
To seek and maintain a full-time position that offers professional challenges while utilizing strong organizational skills ,excellent time management and problem-solving skills.
Being proactive and goal-oriented, Known for reliability and adaptability, with swift capacity to learn and apply new ideas. I am Hardworking and passionate about the job and very committed.
Overview
14
14
years of professional experience
Work History
Office Manager
Rose Garden Smiles, Inc.
02.2023 - 12.2025
- Prepared insurance claim forms, explained benefits, and outlined pricing details for procedures and services.
- Oversaw facilities and equipment cleanliness and safety for patient protections.
- Maintained patient data with required regulatory chart documents, personal information and treatment consultation documentation.
- Opened and closed locations and monitored shift changes
- Oversaw appointment scheduling and itinerary coordination for both locations
- Provided backup to front desk and step in to assist with various tasks whenever employee was absent or needed help
- Resolved financial discrepancies and customer billing issues, Updated reports, managed accounts, and generated reports
- Completed bi-weekly payroll for 4 employees.
- Identified and resolved discrepancies and errors in patients accounts.
- Investigated and resolved accounting, service and delivery concerns.
- prioritize customer needs.
- Exhibited high energy and professionalism when dealing with patients, doctors and staff.
- Sought ways to improve processes and services provided.
- Educated patients about billing, payments, insurance processing and our policies and procedures.
- Reviewed and verified patients coverage
- Verification of insurance benefits prior to patient procedures or appointments.
- Maintained a strong knowledge of basic dental terminology to better understand our services and procedures.
- Posted payments to accounts and maintained records.
- Maintained confidentiality of patient finances, records, and health history.
- Generated, posted and attached information to claim files.
- Worked flexible schedule and long shifts to meet business needs.
- Processed refunds in accordance with company policy.
- Helped new patients complete necessary forms and documentation.
- Plus ran the front office with Communicated with insurance companies to dispute unpaid claims and verify patient coverages.
- Managed office bookkeeping with insurance billing and patient payments.
- Prepared and processed patient referrals and transfer requests.
- Adhered to strict HIPAA guidelines to protect patient privacy.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Cleaned and sanitized dental tools and equipment, straightened treatment rooms, and restocked supplies to prep for next patient and maintain health and safety practices.
- Scheduled and confirmed patient appointments.
- Verified patient insurance eligibility and benefits.
- Overseeing the front office
Office Manager
Santa Cruz Smiles & Bay Area Smiles
01.2020 - 12.2022
- Opened and closed 2 location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Prepared insurance claim forms, explained benefits, and outlined pricing details for procedures and services for 2 Locations
- Increased and stimulated new patient growth by supporting sales, marketing and promotional programs for 2 offices
- Follow up on NPA for GP and Ortho
- Managed schedules for both locations
- Post payments
- Ortho and GP Financials and Treatment Plans
- Set up recurring payments for Ortho and GP
- Ordering supplies for both locations ( 2 offices )
- Respond to all requests either text messages or emails . Developed and maintained successful relationships with vendors, suppliers and contractors.
- AP /AR for both locations
- Helped with answering calls for both locations
- Scheduled appointments for GP and Ortho for 2 locations
- Confirming of appointments for 2 locations
- Increased production for GP on low production days or consolidated GP schedules to make sure it was profitable to stay open
- Maximize performance and operational effectiveness
- Promote practice and help develop long lasting patient relationships
- Follow up with lab cases (GP and Ortho) for both locations
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Patient payments( taking payments, scheduling payments, sending out statements to patients)
- Reports ( AR , Unbilled insurance, EOD and EOM)
- Daily Deposits
- Oversaw facilities and equipment cleanliness and safety for optimal patient protections. Both locations
Dental Administrator and Billing
Amir M. Chalak, DDS
08.2017 - 04.2019
- Responded to customer concerns and questions on daily basis.
- Reconciled accounts receivable to general ledger.
- Audited and corrected billing and posting documents for accuracy.
- Handled account payments and provided information regarding outstanding balances.
- Maintained accurate records of customer payments.
- Monitored outstanding invoices and performed collections duties.
- Generated monthly billing and posting reports for management review.
- Processed payment via telephone and in person with focus on accuracy and efficiency.
- Training of computer software ( Dentrix )
- Care Credit Processing
- Daily Deposits
- Collection Accounts
- Reports
Patient Quality Assurance Department
Coast Dental
10.2011 - 07.2017
- Recorded findings of inspection process, collaborating with quality team to implement corrective actions.
- Created and revised procedures, checklists and job aids
- Provided regular updates to legal team and fellow staff members
- Review office protocol and procedures
- Travel to different offices and locations
- Case reviews with treating doctors
- Auditing of accounts
- All patient grievances and complaints
- Monthly meetings with the corporate office
- Attend small claim court hearings representing, Coast Dental Co.
- Collaborated with different office management to provide training on improved processes and assisted with creation and maintenance of quality training.
Education
Licenses & Certifications
02.2022
Dental Assisting License - Dental
Everest
Campbell, CA05.2010
No Degree - Xray Licence
Everest College
05.2010
High School Diploma -
Leland High School
San Jose, CA06.1986
Skills
- Financial account reconciliation
- Team collaboration
- Collections expertise
- Customer Relations
- Report Preparation
- Organizational Skills
- Staff Training
- Billing and Invoicing
- Account and Ledger Reconciliations
- Familiarity with various dental programs
- Handling Complaints
- Scheduling
- Documentation
Timeline
Office Manager
Rose Garden Smiles, Inc.
02.2023 - 12.2025
Office Manager
Santa Cruz Smiles & Bay Area Smiles
01.2020 - 12.2022
Dental Administrator and Billing
Amir M. Chalak, DDS
08.2017 - 04.2019
Patient Quality Assurance Department
Coast Dental
10.2011 - 07.2017
High School Diploma -
Leland High School
Licenses & Certifications
Dental Assisting License - Dental
Everest
No Degree - Xray Licence
Everest College