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Dental Financial Coordinator Training Course Outline

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Financial Coordinator Training Course: Benefit Breakdown Form

The Financial Coordinator serves a vital role on the front office team as this position ensures that the office is paid. Part of your job is to work directly with insurance companies and knowing how to work with them, get the best estimates possible and following up to make sure the office receives payment can be a complex process. The financial aspect of a practice not only includes interaction with insurance companies, but the patients themselves. It is your job to communicate with the patient regarding their account, insurance benefits and balances; however, most importantly expressing the patient’s financial obligation to the practice for the treatment they have received. A well-managed patient account is paid on time and in full. As you will see in this course, a significant part of the Financial Coordinator’s job is to help the patient fully understand their insurance benefits and that the office will work with them to maximize those benefits, but that the ultimate goal is to get them and keep them healthy; not to focus on insurance.

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