Call Center Specialist Proficiencies
Click below to open resource. Click below to open resource. Call Center Specialists are to be proficient in all Front Desk Proficiencies in addition to the following:
| Call Center Specialist Proficiencies | Link |
|---|---|
| Work Outstanding Insurance Report | |
| Become an expert at reviewing accounts | |
| Become and expert at navigating the portal | |
| Offer support to offices for ANY need they have | |
| Daily Processing of Payment Plans | Webpage |
| Front Desk Proficiencies | Link |
|---|---|
| Front Desk Training Overview | PDF document |
| Answer the Phone | |
| Taking Payment | |
| Check Patient In | |
| Check Patient Out | |
| Verify Insurance & 2nd Check | Webpage |
| Termed Insurance Check | Webpage |
| Memorize 3 different types of ins. Be able to setup and identify | Coming soon... |
| Check Email | |
| Open Office, Turn on Equipment, Door & Alarm | |
| Collect & Enter New Patient Information | |
| Follow Patient Interaction Quality Monitoring program | Webpage | Phone System & Queues | Webpage |
| Set up Text Messaging | Webpage |
| Complete Dental Charting | |
| Treatment Plan | |
| Efficient Scheduling | Webpage |
| Lab Case Setup and Processing | |
| Sell and Record Products | |
| Setup Membership Plan with Quote and Treatment Plan | |
| Multiple tx Plan Options | |
| Set up Payment Plans & Save Credit Card on File | Webpage |
| Mail, Shipping of Items | |
| Burn/Email Conebeam and or X-rays | |
| Provider Transfer & Guarantee Work Form | Add Picture to Patient Chart |
| Appointment Confirmations (Phone, Email, & Text) | |
| Recall Postcards | |
| NEA Attachments | Webpage |
| Enter Metrics into Team Portal | |
| Look for Insurance Red Flags (pano+bw = fmx, fl-, etc) | Webpage |
| Send Claims | |
| Review Apex Reports | |
| Creating all checklists | |
| Intra Office Chat | |
| Red Flag Checklist | |
| Comm log important info pertaining to patient account | |
| Learn to utilize & navigate the office portal | |
| Prepare Morning Huddle form for next day |