Business Assistant - Dental Office Lead

Job Description

Job Description

Patient Services Representative _ PSR JD.pdf

The main responsibilities of the Business Assistant include implementing systems in their office to maximize functionality and quality of care while maintaining the highest standard of patient care through leadership and collaboration. Partnering with your Business Leader or Regional will allow for effective systems and processes that in turn fosters relationships, team building and deliver long-term growth.

PARTNERSHIP:

• Continually build and nurture a positive working relationship with the doctor(s); organize monthly meetings to facilitate the resolutions of concerns.
• Collaborate with other BA’s or BL’s for growth and development.

LEADERSHIP:

• “Business Owner Mindset.” Understand the business responsibilities and key performance metrics for successfully managing a practice; forecast results; ensure all budget and production expectations are met or exceeded, and financial data and records are balanced; assist with passing all financial audits.
• Provide the highest standard of customer service to uphold our mission to C. A. R. E.
• Exhibit outstanding customer service with patients; assist doctor in the timely and successful resolution of the non-clinical aspects of patient complaints, concerns, and questions.
• Daily morning huddles. Have the knowledge to lead morning huddles or assist the BL. Business assistants should attend all morning huddles.
• Hold or assist with monthly practice team meetings with an agenda and sign-in sheet (send your director a calendar invites for awareness)
• Serve as a communication hub between all support office departments and your practice. Foster continual development through feedback and leadership activities.

PERFORMANCE MANAGMENT:

• Document coaching conversations or utilize a written action plan prior to Correction (unless immediate termination warranted as defined in handbook)
• Send an email to HR and your Director when changes are needed (name changes, position changes, transfers, etc.)
• Ensure PTO is requested via a calendar invite to your director, once accepted the BL can put the request in ADP.
• Assist in managing employee hours and schedule to avoid overtime. Overtime should only be allowed in rare circumstances.
• Ensure enough notice is given for PTO requests to have coverage plans made.
• Communicate to your Director/Business Leader when a wage increase is requested by the employee.

GENERAL OFFICE:

• Phone Coverage- Ensure the practice has in-house phone coverage during working hours, regardless of patient hours.
• Working hours are Monday-Thursday 8-5 and Friday 8-2. 40 hours per week.
• Bonus/Incentives – Update team members on the bonus program, monthly progress, and ensure their understanding of these.
• Performance – Ensure perfect patient experience is executed daily. Monitor case acceptance daily and ensure financial arrangements with families are your priority.
• Ensure team members clean practice regularly by creating a cleaning schedule.
• Follow OSHA guidelines and company policies. Assign OSHA Officer for your practice and follow OSHA handbook.
• Ensure that CPR certificates are up to date and request bi-annual team training when due.
• Ensure updated doctor licenses are on display.
• Service Tickets – Utilize the support email for IT issues: