Corporate Manager Proficiencies

Click below to open resource. Corporate Manager is to be proficient in all Front Desk & Corporate Proficiencies in addition to the following:

Corporate Manager Proficiencies	Link
Bank Deposits
Process EOBs	Coming soon...
New Team Member Training
Manages Corporate Schedules & Meetings
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
Performance Reviews	Webpage
Team Payroll	Portal App
Reviews Corporate’s progress in meeting its duties	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