Business Assistant II

Business Assistant II

Reports to: Operations Leader

FLSA Status: Non - Exempt (Hourly)

Department: Operations

Employment Status: At-Will

Incentive Eligibility: Eligible

Job Summary

The Business Assistant II (Treatment Coordinator) serves as a key liaison between patients and the dental team, educating patients on their treatment plans, presenting financial and scheduling options, and ensuring a clear understanding of oral care needs. This role supports the dentist by fostering a collaborative environment and delivering exceptional customer service to enhance the overall patient experience. With a proactive and solution-focused approach, the BA II (Tx Coord) helps patients make informed decisions, leading to improved oral health and practice growth.

Working under the direction of the Operations Leader, the tasks and responsibilities of a Business Assistant II include but are but not limited to:

• Educate patients on their treatment plan including clarifying any questions on the need for oral care
• Present treatment plan options to patients including payment plans and scheduling availability
• Achieve financial goals by gaining acceptance to treatment plans
• Support and partner with the Dentist(s) to educate patients while developing and maintaining a positive, collaborative environment
• Complete all administrative responsibilities accurately and timely
• Answer patient calls and questions regarding treatment, insurance, financial arrangements, and scheduling
• Deliver superior customer service ensuring a positive patient experience
• Utilize tools skills and talents to assist patients in making the best possible decision for their needs and helping them get healthier and happier.
• Has a” yes mentality” when helping patients.
• Makes a positive first impression with patients by phone or in person.
• Hold self and staff accountable for successful completion of projects, job duties, and all company deliverables.
• Complete Continuing Education as required for self and staff. Follow required HIPAA and OSHA safety procedures, as necessary.
• Exhibit outstanding customer service with patient as priority; partnering with staff, timely and successfully resolve patient complaints, concerns and questions.
• Continually build and nurture a positive working relationship with the Operations Leader, doctor(s), hygiene and dental assistants
• Strictly follow HIPAA and company standards to protect Patient Health Information (PHI) and patient personal and financial information including credit card, social security numbers etc.
• Other duties and responsibilities assigned

Required

• High School diploma or equivalent
• 2 or more years of dental office experience

• Competitive, energetic results driven
• Self-starter, Independent worker/thinker
• Goal achiever
• Customer Service Focused
• Tech savvy, computer proficient
• Attention to detail
• Lifelong learner, committed to continual educational advancement
• Can take respectful, constructive feedback
• Can complete tasks in a timely manner