Job Description

Receptionist III – Senior / Front Lead
Pay Range: $28–$30/hour

Patient Experience

• Welcome patients, answer phones promptly and professionally, and support patient check-in and checkout.

• Accurately collect and enter basic patient demographic and insurance information.

Treatment Planning

• Present treatment plans, review estimated patient costs and financing options, and help patients schedule recommended treatment before leaving.

• Review outstanding patient balances, collect amounts due, and support achievement of office collection goals.

• Take ownership of treatment‑plan follow‑up and conversion, including ensuring unscheduled treatment is consistently worked and appropriately documented.

Exception Reports and Other Insurance or Billing Tasks

• Review and resolve front‑office exception reports and follow identified issues through completion.

• Own front‑office exception‑report completion, identify recurring exceptions or trends, and elevate significant or repeated issues to the Front Office Lead or resolve yourself.

• Any other tasks necessary

Fill Schedule

• Confirm appointments and contact recall and unscheduled‑treatment patients by phone, text, and email.

• Collect payments, provide receipts, and ensure required forms and information are complete before patients leave.

• Maintain all in office marketing supplies and materials

• Monitor the daily schedule for openings, opportunities, and issues and proactively work to keep provider schedules full.

• Review schedules and patient records before each clinical day for accuracy, completeness, outstanding treatment, balances, scheduling opportunities, and potential issues.

• Take ownership of schedule utilization by identifying and filling openings, reducing preventable cancellations and no‑shows, and driving recall and patient reactivation.

Daily Housekeeping

• Maintain a clean, organized, and fully stocked front desk, waiting room, and patient restroom.

• Check In / Check Out, Floors / Lights, Doors (throughout the office), Waiting Room, Restroom

• Complete all housekeeping forms front and back and upload

• Assist with mail, supplies, lab‑case tracking

• Enforce all HIPAA, OSHA, attendance, dress code, name‑badge, and other Company policies and standards.

Leadership

• Support at least 5 new patients reviews a day, give consultation cards, and help in office marketing

• Support office events, recruiting referrals, and other front‑office duties as assigned.

• Monitor front‑office collections and patient balances, help resolve account issues, and elevate significant collection concerns.

• Lead, coach, and train Receptionist I and II team members and help onboard new front‑office employees.

• Identify missed tasks or breakdowns, ensure they are corrected, and coach the responsible team member to prevent recurrence.

• Serve as the first level of escalation for patient concerns and routine front‑office operational issues and involve or serve as the Front Office Lead when appropriate.

• Identify scheduling issues, staffing gaps, workflow problems, or other operational risks and proactively help resolve them or elevate them to the Front Office Lead.

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