Job Description
Job Description
Receptionist III – Senior / Front Lead
Pay Range: $28–$30/hour
Patient Experience
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Welcome patients, answer phones promptly and professionally, and support patient check-in and checkout.
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Accurately collect and enter basic patient demographic and insurance information.
Treatment Planning
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Present treatment plans, review estimated patient costs and financing options, and help patients schedule recommended treatment before leaving.
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Review outstanding patient balances, collect amounts due, and support achievement of office collection goals.
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Take ownership of treatment-plan follow-up and conversion, including ensuring unscheduled treatment is consistently worked and appropriately documented.
Exception Reports and Other Insurance or Billing Tasks
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Review and resolve front-office exception reports and follow identified issues through completion.
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Own front-office exception-report completion, identify recurring exceptions or trends, and escalate significant or repeated issues to the Front Office Lead or resolve yourself.
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Any other tasks necessary
Fill Schedule
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Confirm appointments and contact recall and unscheduled-treatment patients by phone, text, and email.
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Collect payments, provide receipts, and ensure required forms and information are complete before patients leave.
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Maintain all in office marketing supplies and materials
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Monitor the daily schedule for openings, opportunities, and issues and proactively work to keep provider schedules full.
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Review schedules and patient records before each clinical day for accuracy, completeness, outstanding treatment, balances, scheduling opportunities, and potential issues.
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Take ownership of schedule utilization by identifying and filling openings, reducing preventable cancellations and no-shows, and driving recall and patient reactivation.
Daily Housekeeping
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Maintain a clean, organized, and fully stocked front desk, waiting room, and patient restroom.
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Check In / Check Out, Floors / Lights, Doors (throughout the office), Waiting Room, Restroom
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Complete all housekeeping forms front and back and upload
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Assist with mail, supplies, lab-case tracking
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Enforce all HIPAA, OSHA, attendance, dress code, name-badge, and other Company policies and standards.
Leadership
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Support at least 5 new patients reviews a day, give consultation cards, and help in office marketing
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Support office events, recruiting referrals, and other front-office duties as assigned.
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Monitor front-office collections and patient balances, help resolve account issues, and escalate significant collection concerns.
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Lead, coach, and train Receptionist I and II team members and help onboard new front-office employees.
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Identify missed tasks or breakdowns, ensure they are corrected, and coach the responsible team member to prevent recurrence.
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Serve as the first level of escalation for patient concerns and routine front-office operational issues and involve or serve as the Front Office Lead when appropriate.
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Identify scheduling issues, staffing gaps, workflow problems, or other operational risks and proactively help resolve them or escalate them to the Front Office Lead.