Office Manager Proficiencies
Click below to open resource. Office Managers are to be proficient in all Front Desk proficiencies and the following additional one:
| Office Manger Proficiencies | Link |
|---|---|
| Bank Deposits | |
| New Team Member Training | |
| Track & Mail Repair items | |
| Update provider schedules in Open Dental | |
| Become an expert at reviewing accounts | |
| Become and expert at navigating the portal | |
| Performance Reviews | Webpage |
| Team Payroll | Portal App |
| 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 | |
| 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 |