Trina Montgomery
Huntington Beach,CA
Summary
Detail-driven professional with substantial background in dental insurance billing. Exhibit strong understanding of dental coding and terminology, claim submission, and compliance regulations for various insurance providers. Well-versed in identifying discrepancies and resolving billing issues promptly. Have consistently improved efficiency while maintaining high standards of accuracy in previous roles.
Overview
29
29
years of professional experience
Work History
Dental Front Office Coordinator
Paul R. Murray DMD Inc
Tustin, California
04.2023 - Current
- Managed front office customer service, appointment management, billing and administration tasks to streamline workflow.
- Verifying insurance information ensuring that all information was properly documented in the patient chart.
- Set up appointment times and handled canceled appointments.
- Collected payments from patients and arranged payment schedules.
- Educated patients on their insurance benefits and coverage limitations.
- Prepared reports, invoices, letters, or medical records using word processing, spreadsheet, or other software applications.
- Accessed third-party insurance databases to identify coverage of benefits.
- Examined claims, records and procedures to grant approval of coverage.
- Coordinated with the billing department to ensure correct insurance information is applied to claims.
- Evaluated policies and procedures related to Insurance Verification activities.
- Determined estimated self-pay portion by calculating charges, co-insurance and deductibles.
- Contacted patients to arrange payment arrangements for deductible and out-of-pocket liability.
- Called insurance companies to ascertain pertinent information regarding policies and payment benefits for patients.
- Analyzed and interpreted insurance coverage policies to determine patient eligibility for services.
- Responded to patient inquiries regarding insurance coverage and billing issues.
- Conducted follow-ups with insurance companies to expedite verification processes.
- Provided timely follow up with payers regarding payment status of claims.
- Prepared and submitted detailed reports on insurance verification activities and outcomes.
- Updated patient and insurance data and input changes into company computer system.
- Responded promptly to customer inquiries regarding their benefits and eligibility status.
Dental Treatment Coordinator/Temp Worker
Princess Dental
Orange County, CA
06.2021 - Current
- Made appointments, contacted patients for follow-ups, coordinated with insurance companies and handled billing issues.
- Conducted financial consultations with patient and set up payment plans.
- Coordinated payment with insurance companies and discussed dental benefits with patients.
- Assisted dentist in helping patients determine optimal treatment options.
- Liaised effectively with patients, doctors and staff members, assessing medical charts and promoting high level of communication and interaction.
- Completed insurance verifications and claim forms for patient intake and processing.
- Processed patient intake information and updated medical records prior to treatment.
Office Manager
Tammy Tran DDS INC.
Fountain Valley, CA
02.2020 - 06.2021
- Prepared and discussed treatment plans and financials with patients, including Invisalign and cosmetic cases
- Entering and filing insurance claims
- Handled scheduling and managed timely and effective allocation of resources and calendars
- Oversaw day-to-day office operations, including receiving and organizing correspondence, answering and forwarding calls and creating business letters and records
- Elevated customer satisfaction ratings by resolving client and case issues effectively
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives
- Oversaw all patients due for recall and treatment
- Interacted professionally with customers and inside personnel, answering questions and responding to phone and email inquiries.
- Replenished office supplies, placing new orders for restocking to maintain inventory.
- Processed and managed accounts payable, driving accuracy and on-time payment of vendor invoices.
Office Manager/Treatment Coordinator
Staff Seekers
Tustin, CA
08.2014 - 02.2021
- Oversaw digital patient charting, including data entry and administrative duties regarding insurance, billing and accounts receivable
- Generated financial reports for management review
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives
- Treatment plan presentation
- Handled scheduling and managed timely and effective allocation of resources and calendars
Registered Dental Assistant/Floater
Edward Watson MAGD/Scott Niven DDS
Newport Beach, CA
01.2009 - 08.2014
- Created dental x-rays using traditional and digital methods to help dentists detect tooth decay, cavities and other issues needing to be treated
- Applied sealants and protective coatings to teeth, protecting enamel and preventing cavities
- Produced opposing models, study casts and impressions to provide dentists with information on relationship between teeth, gums and dental arches
- Assisted dentists in permanent and temporary restorative procedures, including applying dental fillings, placing temporary crowns, seating permanent crowns
- Maintained master calendar and scheduled new appointments based on provider availability
Registered Dental Assistant
Jeffrey Barrera DDS
RSM, CA
02.2007 - 10.2008
- Supported dentist chairside with procedures including crowns and bridges, root canals and orthodontic procedures
- Stocked and prepared exam and treatment rooms by setting up required instruments, tools, supplies and equipment
- Sterilized tools, exam chair, trays and surfaces for clean and safe dental office
- Gathered medical information, dental health history and vitals from patients
- Took preliminary impressions of patient teeth to prepare for custom impressions and fabrication of permanent dental work
Office Manager/Treatment Coordinator
Ruben Romero DDS
San Diego, CA
12.2004 - 01.2007
- Created and managed electronic customer records, encompassing data entry and administrative functions related to billing and accounts receivable
- Communicated with patients to resolve inquiries, schedule appointments and address billing questions
- Elevated customer satisfaction ratings by resolving client and case issues effectively
- Supported clerical needs, including taking messages, scanning documents and routing business correspondence
- Processed accounts payable for 3 employee’s
Office Manager/Treatment Coordinator
Leland Fitzgerald DDS
La Jolla, CA
01.2001 - 11.2004
- Scheduled appointments and maintained master calendar
- Communicated with patients to resolve inquiries, schedule appointments and address billing questions
- Enhanced customer satisfaction ratings by resolving account issues efficiently
- Administered physical and digital filing systems, keeping records well-organized and easily retrievable by team members
- Provided scheduling and ensured timely and effective allocation of resources and calendars
Registered Dental Assistant
Steven Olmos DDS
La Mesa, CA
08.1996 - 02.2001
- Assisted dentists in permanent and temporary restorative procedures, including applying dental fillings, placing temporary crowns, seating permanent crowns
- Took preliminary impressions of patient teeth to prepare for custom impressions and fabrication of permanent dental work
- Maintained master calendar and scheduled new appointments based on provider availability
- Passed instruments to dentist, gently sprayed water, suctioned fluids and mixed materials to support dentists during procedures
Education
Dental Assistant Certificate
Grossmont Health Occupations Center
San Diego, CASkills
- Patient schedule management
- Detail-oriented
- Multitasking
- Appointment scheduling proficiency
- Insurance billing specialist
- Eaglesoft/Dentrix proficiency
- Microsoft word
- Accounts payable and receivable
- Payment processing
- Treatment planning
- Office management
- Communication
- Dental software proficiency
- Dental terminology
- Accounts receivable
- Insurance billing
- Electronic dental record (EDR)
- Front office management
Education and Training
other
Timeline
Dental Front Office Coordinator
Paul R. Murray DMD Inc
04.2023 - Current
Dental Treatment Coordinator/Temp Worker
Princess Dental
06.2021 - Current
Office Manager
Tammy Tran DDS INC.
02.2020 - 06.2021
Office Manager/Treatment Coordinator
Staff Seekers
08.2014 - 02.2021
Registered Dental Assistant/Floater
Edward Watson MAGD/Scott Niven DDS
01.2009 - 08.2014
Registered Dental Assistant
Jeffrey Barrera DDS
02.2007 - 10.2008
Office Manager/Treatment Coordinator
Ruben Romero DDS
12.2004 - 01.2007
Office Manager/Treatment Coordinator
Leland Fitzgerald DDS
01.2001 - 11.2004
Registered Dental Assistant
Steven Olmos DDS
08.1996 - 02.2001
Dental Assistant Certificate
Grossmont Health Occupations Center