Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tracey Davis

Tulsa,OK

Summary

Tulsa native with over 25 years of experience in customer service, administration, and management. Proven track record of enhancing customer satisfaction and operational efficiency. Expertise in developing effective strategies that drive business success and improve team performance.

Overview

19
19
years of professional experience

Work History

Business Assistant

Glisten Dental Care of Tulsa
Tulsa, OK
12.2023 - Current
  • Maintained detailed records of collection activities, including contact attempts and payment arrangements.
  • Performed daily data entry of financial transactions into Dentrix software.
  • Conducted monthly reviews of delinquent accounts, initiating actions per company policies.
  • Verified the accuracy of invoices prior to distribution to patients.
  • Investigated past due accounts, contacting customers to establish payment plans.
  • Developed strategies to enhance collection efforts while fostering positive patient relationships.
  • Managed daily cash receipts and bank deposits efficiently.
  • Processed insurance payments, applying them accurately to account balances.
  • Worked with cross-functional teams to achieve goals.
  • Worked effectively in team environments to make the workplace more productive.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
  • Provided timely follow-up with payers regarding payment status of claims.
  • Verified patient eligibility for insurance coverage by contacting insurance carriers and obtaining the necessary authorization numbers.
  • Identified discrepancies in patients' insurance coverage or benefits, ensuring accuracy of data entered into Dentrix.
  • Interpreted Explanation of Benefits statements from various insurers and communicated relevant information with other departments as needed.
  • Conducted regular audits of patient accounts for accuracy.
  • Called insurance companies to ascertain pertinent information regarding policies and payment benefits for patients.
  • Checked documentation for appropriate coding, catching errors, and making revisions.
  • Analyzed and interpreted insurance coverage policies to determine patient eligibility for services.
  • Verified patient insurance coverage, benefits, and eligibility for services across multiple insurance platforms.

Patient Care Coordinator

Broken Arrow Dental and Implants (Positive Impact)
Broken Arrow, OK
09.2023 - 10.2023
  • Scheduled appointments for patients and coordinated follow-up visits as needed.
  • Completed registration procedures for patients, expertly inputting information to meet provider, facility and legal requirements.
  • Cultivated positive relationships with patients to help facility meet satisfaction scores and patients obtain best possible care.
  • Verified documentation methodically to avoid critical errors impacting care delivery and payments for services.
  • Verified patients' insurance and payment methods during admissions or check-in processes.
  • Received and routed care team messages and documents to appropriate staff.
  • Provided administrative support for patient care staff.

Treatment Coordinator

Dental Arts of OK
Locust Grove, Catoosa And Bixby, OK
06.2023 - 09.2023
  • Created customized treatment plans for patients based on individual needs.
  • Conducted financial counseling sessions for new and existing patients.
  • Provided guidance to patients about their financial responsibility for services rendered.
  • Provided education and resources to help patients understand their treatment options.
  • Assisted dentist in helping patients determine optimal treatment options.

Pediatric Treatment Coordinator and Receptionist

On The Cusp Pediatric Dentistry
Tulsa, Oklahoma
04.2023 - 09.2023
  • Provided guidance to patients about their financial responsibility for services rendered.
  • Initiated monthly in-office and hospital general anesthesia treatment schedules, increasing access to care previously not available to practice.
  • Communicated with patients to ensure quality of care and develop care plans.
  • Demonstrated flexibility during changes to patient care practice.
  • Provided administrative support for patient care staff.
  • Processed patient intake information and updated medical records prior to treatment.

Advanced Master Hairstylist

Self-employed (Style Consulting TD, LLC)
Tulsa, Oklahoma
10.2006 - 04.2023
  • Organized and scheduled appointments for clients using software systems.
  • Developed service packages for customers seeking a variety of treatments.
  • Provided excellent customer service to ensure repeat business from satisfied clients.
  • Promoted special offers through social media platforms to attract new customers.
  • Resolved customer complaints quickly and efficiently while maintaining professionalism.
  • Investigated new trends in beauty industry services to stay current with offerings available at the salon.
  • Kept records for production, inventory, income and expenses.
  • Reconciled daily sales, prepared bank deposits and assessed financial transaction reports.

Education

Licensed Dental Assistant - Dental Assisting

Tulsa Dental Assistant School
Tulsa
08.2023

Licensed Cosmetologist And Esthetician -

Cosmetology Education Center
Tulsa, OK
10.2006

Skills

  • Office Administration
  • Patient Education
  • Patient Flow Management
  • Patient Care Coordination
  • Insurance Verification
  • Filing and Recordkeeping
  • Articulate Communication
  • Appointment Scheduling
  • Organizational Standards
  • Patient Relations
  • Claims processing
  • Financial reporting
  • Accounts receivable
  • Invoice verification
  • Payment reconciliation
  • Data entry

Timeline

Business Assistant

Glisten Dental Care of Tulsa
12.2023 - Current

Patient Care Coordinator

Broken Arrow Dental and Implants (Positive Impact)
09.2023 - 10.2023

Treatment Coordinator

Dental Arts of OK
06.2023 - 09.2023

Pediatric Treatment Coordinator and Receptionist

On The Cusp Pediatric Dentistry
04.2023 - 09.2023

Advanced Master Hairstylist

Self-employed (Style Consulting TD, LLC)
10.2006 - 04.2023

Licensed Dental Assistant - Dental Assisting

Tulsa Dental Assistant School

Licensed Cosmetologist And Esthetician -

Cosmetology Education Center

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