Team Leader/Office Manager

SUMMARY
The Team Leader serves as the leader and coach of the dental office.
Embrace “Fish Philosophy”: Play, Make Their Day, Be There, Choose Your Attitude, Commit It, Be It, Coach It.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: Other duties may be assigned.

Office Practices

Provide leadership and support for all employees and dentists in the clinic
Oversee daily operations of the dental office by managing employee relations, patient relations, and achieving operational goals
Manage patient relations, team productivity, collections and receivables, office goals, and miscellaneous operations expenses
Oversee employee hours to not supersede 40-hours in a work week/Process payroll bi-weekly
Administrative tasks such as financial report review, bank deposits, revenue posting, and staff payroll/bonus
Front desk duties to include/not limited to scheduling appointments, treatment plans-fabrication, presentation and closing, recall program, reinstatement program
Utilization of ALL Software for all management practices of the dental offices as stated but not limited to: Nexhealth, Swell, Moneypenny, etc.
Maintain a professional work environment
Problem solving with solution-based results
Exceptional communication/customer service skills
Focus on building relationships with patients and team members
Stimulate new patient growth by supporting sales, marketing, and promotional programs.
Computer Literacy

Morning Huddle

Prepare for the day through the morning huddle and assist in the following as necessary:
Review financial arrangements or concerns
Discuss needed appointments, concerns for the day, thoughts for the day, celebrations for the day, open time in the schedule, crunch time, and other valuable information that will enable the day to go smoothly.

Customer Service and Patient Contact

Establish strong and healthy rapport with patients and communicate with patients in an understandable and professional way
Present procedures and our office with enthusiasm
Make each visit a pleasant one for the patient
Confirm patient’s experience in office was pleasant; facilitate rectifying issues/situations that arise

Reporting and Collections

Approve Denticon day sheets before the end of day.
Verify all deposits/transactions
Deposit cash in the bank by end of day
Perform tracking of daily production/collection; communicate with staff daily in reference to goals and provide strategy for remaining working days of month to achieve goal.

Appointments and Recall

Assist in or make next appointment for patient before patient leaves the office
Call patients who are 10 minutes late or more, call no-shows, reschedule patients if possible
Manage schedule daily; Actively print/govern reports for recall/treatment reinstatement; delegate to employees to achieve results
Manage/govern patients in the schedule—in need of recall/treatment

Other Duties

Participate in community awareness events and activities
Participate in continuing education
Be an active participant in staff meetings
Promote team concept by interacting with others in the office
Actively assist all members of the staff when assistance is needed

Records Management

See that records are securely stored and handled in compliance with legal requirements, including HIPAA privacy and security regulations if applicable
Accurately record medical and dental histories

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience

Previous dental management experience
Computer literacy

Competencies

Demonstrates effective verbal skills to communicate with patients, staff, and management
Has a genuine interest in working with and helping patients
Supports organization’s objectives and customer service policies
Prioritizes and balances the needs of patients and the needs of the organization
Is well presented, polite, tactful, and friendly
Is flexible, decisive, and quick-thinking
Is patient, calm and able to handle complaints and inconvenient situations effectively
Demonstrates PC aptitude