Financial Coordinator at Caggiano Orthodontics

Description

At Caggiano Orthodontics, we’re more than just smiles—we’re a family-focused, patient-first orthodontic practice committed to excellence in care and service. Our team is passionate, professional, and proud of the positive impact we make on our community every day.

We are currently seeking a Financial Coordinator to join our dynamic front office team. If you are detail-oriented, customer-service driven, and thrive in a fast-paced environment, we’d love to meet you!

Position Summary:

The Financial Coordinator is responsible for managing patient accounts, presenting financial options, processing insurance claims, and supporting the overall financial health of the practice. This role requires a strong understanding of dental and orthodontic insurance, excellent communication skills, and a friendly, compassionate demeanor.

Great Work-Life Balance: Schedule is Monday -Friday 9am-5pm

Key Responsibilities:

• Greet and assist patients in a professional, friendly manner
• Review and explain treatment plans and financial arrangements
• Present payment options and process financial contracts
• Manage insurance benefit verifications and claims submissions
• Follow up on outstanding claims and patient balances
• Reconcile daily financial reports and handle payments accurately
• Communicate effectively with patients about account status and billing questions
• Collaborate with clinical and administrative teams to ensure seamless patient experience
• Maintain detailed and accurate patient financial records
• Support front desk duties as needed (scheduling, phones, etc.)

Requirements

• Previous experience in dental or orthodontic office required (1–2+ years preferred)
• Strong knowledge of dental insurance, billing, and collections
• Proficient in dental software (e.g., Dolphin, Orthotrac, Open Dental, etc.)
• Excellent interpersonal, verbal, and written communication skills
• High attention to detail and strong organizational skills
• Ability to handle sensitive information with confidentiality and professionalism