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Budget Planning for Dental Practices

Altrust Services - Budget Planning for Dental Practices
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Budget Planning for Dental Practices

As you navigate the complexities of running a dental practice, understanding the intricacies of budget planning becomes indispensable. You’ll need to assess your current financial health and ensure that every dollar spent is a step toward profitability. Implementing a well-structured budget helps you control overhead costs, prioritize investments, and secure your practice’s financial future. Consider this: without a clear financial roadmap, how will you handle unexpected expenses or capitalize on potential growth opportunities? Let’s explore how effective budget management not only sustains your practice but also positions it for expansion and success. What strategies will best serve your financial goals?

Introduction

Budget planning is essential for dental practices to achieve financial stability and success. It acts as a comprehensive guide, helping you manage your financial resources effectively. Through meticulous financial management, you can create a detailed roadmap that encompasses revenue management, expense tracking, and profit analysis, ensuring that every dollar spent or earned is accounted for.

To start, you’ll need to understand and categorize your main sources of income and expenditures. Revenue management isn’t just about knowing what comes in; it’s about maximizing efficiency in how those revenues are generated and utilized.

Expense tracking is equally critical; it helps you identify where you can cut costs without compromising the quality of dental care. Moreover, cash flow management is pivotal. Maintaining a healthy cash flow ensures that you have funds available for emergencies, upgrades, or expansions. It’s also essential for meeting day-to-day operational needs without the stress of financial shortfall.

Assess Current Financial Practices

To effectively manage your dental practice’s finances, start by thoroughly evaluating your current financial practices, including revenue streams, expenses, and profit margins.

Dive into the specifics of how each revenue stream contributes to your overall financial health. Are certain treatments or services more profitable than others? Understanding this will guide you in making informed decisions about where to allocate resources and where to cut back.

Next, scrutinize your expenses. Break them down into fixed and variable costs to identify what’s eating into your profits and where you might be able to reduce spending. This detailed financial analysis is crucial; it highlights inefficiencies and potential savings that aren’t immediately obvious.

Review your current accounting methods. Are they providing the clarity and detail you need to make strategic decisions? If not, consider updating your systems or seeking professional advice. Accurate financial reporting aids in better budget management and ensures you aren’t caught off guard by cash flow issues.

Lastly, assess how often you review these financial measures. Regular reviews allow you to stay on top of changes and adjust your budget proactively rather than reactively. This ongoing process is essential to maintaining the financial stability of your practice.

Create a Budget Template

Start by determining your dental practice’s fixed and variable costs to create a detailed budget template. Fixed costs might include rent and salaries, while variable costs generally encompass supplies and marketing expenses.

Next, you’ll want to categorize these costs within your budget template to track them effectively.

Incorporating software or spreadsheets into your dental budget planning is essential for accurate tracking and analysis. These tools not only help in organizing financial data but also facilitate a clearer view of your practice’s financial health. Make sure to choose a platform that aligns with your practice’s specific needs.

When setting up your budget, it’s crucial to consider industry benchmarks to establish realistic financial goals. This ensures that your budgeting isn’t only a formality but a strategic tool that contributes positively towards your business’s stability and growth.

Regular reviews and updates to your budget are imperative. This dynamic approach allows you to adjust to changes and maintain control over your financial health.

Payroll management should be a major focus as it represents a significant part of your expenses. Effective management here can lead to more available funds for other areas like upgrading equipment or investing in new technology.

Identify Key Expense Areas

After setting up your budget template, it’s important to pinpoint where your money goes, focusing first on key expense areas in your dental practice. You’ll find that a significant chunk of your costs is tied up in payroll. As the backbone of your services, payroll reflects both the salaries and benefits of your staff. It’s crucial to manage this expense carefully as it directly impacts your practice’s profitability.

Next, consider your building costs. These aren’t just about rent but also include utilities, maintenance, and other related expenses. Efficient management here can lead to substantial savings.

Additionally, supply expenses form a considerable part of your budget. This category covers everything from dental materials to essential equipment and consumables necessary for daily operations.

Lastly, don’t overlook your marketing expenditures. Effective advertising, promotions, and branding are vital for attracting and retaining patients. These efforts ensure your practice remains visible and competitive in the marketplace.

Implement Budget Management Strategies

Implementing effective budget management strategies in your dental practice can significantly enhance your control over finances and optimize the use of financial resources. Utilizing financial software tools is key. These tools help you track expenses, monitor cash flow, and make informed decisions efficiently. By integrating these applications, you’ll be able to see a real-time overview of your financial health, enabling proactive management and quick adjustments where necessary.

Regular reviews of your budget’s performance against targets are crucial. This practice helps you pinpoint areas where you can implement cost reduction strategies and optimize spending. You’ll identify trends, foresee potential financial challenges, and prepare solutions in advance, which can save you considerable amounts of money in the long run.

Engaging your staff in the budget planning process is equally important. When your team contributes to financial discussions, they’re more likely to be invested in the outcomes. Encourage them to suggest ideas for cutting costs and increasing efficiency. Their frontline insights can lead to significant savings.

Lastly, don’t hesitate to seek professional advice. Consulting with financial experts can provide you with tailored advice that aligns with your practice’s specific needs and goals, ensuring your budget management strategies are as effective as possible.

Leverage Technology

How can leveraging technology enhance your dental practice’s budget planning and financial management?

By integrating advanced digital tools, you can significantly boost efficiency and strengthen your financial oversight. Software solutions like Method Procurement streamline inventory management and procurement processes, ensuring you’re not only keeping track of what you spend but also optimizing how you spend it. This focus on efficiency directly contributes to effective cost control.

Technology enables real-time reporting, which is a game-changer for your practice. With up-to-the-minute data, you’re able to see exactly where your money goes, identify any discrepancies, and adjust your budget accordingly without delay. This immediate insight helps prevent financial missteps and supports more strategic decision-making.

Furthermore, the use of technology in financial management minimizes human errors. Automated calculations and centralized financial data reduce the risks of mistakes that can happen with manual handling. This not only saves time but also ensures that your financial records are accurate and reliable.

Monitor Financial Metrics

To effectively manage your dental practice’s finances, you must regularly monitor key financial metrics such as revenue, expenses, and profit margins. This diligent monitoring helps you understand the financial health of your practice and guides strategic decision-making. By keeping a close eye on these metrics, you’ll ensure that your practice not only survives but thrives in a competitive market.

Monitoring your cash flow is particularly critical. It’s essential to know whether you have sufficient funds to cover your operational expenses, including payroll, supplies, and lab fees. An unexpected shortfall could put your practice at risk, so it’s important to be proactive rather than reactive.

Utilize financial software to track these metrics seamlessly and generate comprehensive reports that offer deep insights into your practice’s performance.

Additionally, understanding how much it costs to acquire new patients and retain existing ones can significantly impact your budgeting decisions and marketing strategies. By analyzing these costs, you can optimize your spending and focus on the most effective strategies to grow your practice.

Train Your Staff

Training your staff on budget management is essential for maintaining financial health and enhancing the efficiency of your dental practice. By implementing comprehensive staff training programs, you’re equipping your team with the tools to understand and uphold financial responsibility. These programs shouldn’t only cover the basics of budget planning but also delve into financial literacy training. This empowers your staff to make informed decisions that positively impact the practice’s financial objectives.

Educating your team on cost-saving strategies is another critical component. When your staff understands where costs can be cut without compromising service quality, you’ll see a direct improvement in your practice’s profitability. This could range from conserving supplies to optimizing appointment scheduling, all contributing to a leaner budget.

Moreover, involving your team in the budget planning process fosters a sense of ownership. They become more accountable for the financial outcomes, which can lead to heightened motivation and commitment to the practice’s goals. Regular updates on budget performance and discussions about financial goals keep your staff aligned and motivated.

Through these initiatives, your practice can achieve a robust financial footing, ensuring sustainability and growth in a competitive market.

Tips for Staff Training and Involvement

Engaging your staff in budget planning not only increases their financial awareness but also strengthens their accountability within the practice. To start, you’ll need to provide comprehensive training on key financial terms and budget components. This ensures everyone understands the overall financial goals and their role in achieving them.

You can further foster staff involvement by encouraging participation in expense tracking and cost-saving initiatives. By doing so, you’re not just asking them to follow a plan but also to actively contribute to its success. This kind of involvement can lead to significant improvements in how your practice manages its finances.

Regular training sessions are essential. They keep everyone up-to-date on the latest financial practices and remind your team of their critical role in the practice’s financial health. These sessions should be more than just lectures; make them interactive and engaging to really cement the importance of financial responsibility.

Lastly, empower your staff by welcoming their ideas for budget efficiency and cost reductions. When team members see their suggestions being implemented, they’ll feel more invested in the practice’s success. This sense of ownership can be incredibly motivating and can drive further financial responsibility across the board.

Conclusion

Effective budget planning is your key to ensuring financial stability and fostering growth in your dental practice. By adopting a precise approach to monitoring and adjusting your financial strategy, you’re not just maintaining the status quo; you’re propelling your practice toward greater success. Strategic planning, coupled with regular financial consulting, ensures that you’re informed about the latest trends and practices that can benefit your business.

Incorporating technology integration into your budget planning isn’t just an option; it’s a necessity in today’s digital age. This move won’t only streamline your operations but also enhance your performance metrics, providing you with real-time data to make swift, informed decisions. These tools help in projecting future financial scenarios, allowing you to prepare for and mitigate potential risks.

Continuously revising your budget to align with your evolving business needs and market conditions is crucial. This adaptive strategy supports your practice growth by optimizing resource allocation and improving overall efficiency.

Why AltruST is Your Ideal Offshoring Partner?

Looking to elevate your team with top-tier talent? Meet Altrust – your go-to offshoring ally for businesses of all sizes.   

At Altrust, we’re all about crafting teams that vibe with your culture and values. Our commitment to quality and professionalism makes us the perfect fit for businesses seeking offshoring excellence.   

With a proven track record, our seasoned professionals are here to guide you through the offshoring journey, ensuring a seamless and successful partnership.   

Partnering with Altrust means tapping into our expertise in cultural alignment, talent acquisition, and employee management. We’re not just a service; we’re your dedicated partner in building the perfect global team for your business – whether you’re a small startup or a big player in the market.   

To reach out to Altrust please contact us at buildmyteam@altrustservices.com. Let’s discuss how we can enhance your team with top-tier talent and explore the benefits of offshoring excellence together. Looking forward to connecting! 

Boost Your Team. Build Your Future. Consult with Us!

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Budget Planning for Dental Practices

See Our Pricing

PRICING

MEDICAL AND DENTAL VIRTUAL ASSISTANT
40 hrs/week

Approx. Price Per Hour (USD): $10.00

 

Responsibilities may include:

•Booking and managing patient appointments.
•Coordinating meetings and maintaining calendars.
•Managing social media accounts.
•Creating and distributing newsletters.
•Running digital marketing campaigns.
•Handling patient inquiries.
•Managing patient follow-ups.
•Sending appointment reminders.
•Transcribing medical notes.
•Maintaining electronic health records (EHR).
•Ensuring proper documentation and coding.
•Assisting with recruitment and onboarding.
•Managing employee records.
•Coordinating training and development programs.
•Organizing and maintaining patient records.
•Managing data entry tasks.
•Ensuring compliance with data protection regulations (e.g., HIPAA).
•Providing IT support for office systems.
•Managing software and hardware issues.
•Ensuring cybersecurity measures are in place.
•Managing CRM systems.
•Conducting patient satisfaction surveys.
•Developing patient engagement strategies.
•Preparing financial statements.
•Managing accounts payable/receivable.
•Conducting financial analysis and reporting.
•Processing patient bills.
•Managing insurance claims.
•Handling payments and follow-ups on unpaid bills.
•Coordinating patient care transitions between healthcare settings.
•Ensuring continuity of care during transitions.
•Communicating care plans to patients and families.
•Monitoring and ordering medical supplies and equipment.
•Managing inventory levels.
•Coordinating with vendors for timely deliveries.


Requirements:
• Strong written English and communication skills
• Reliable and has a high attention to detail
• Proficiency with MS Office Tools and Google Docs
• Basic Excel proficiency
• Quick learner
• HIPPA Compliance

 

 

PATIENT COMMUNICATION SPECIALIST
40 hrs/week

Approx. Price Per Hour (USD): $10.00

 

Responsibilities:

  • Act as the primary point of contact for patients
  • Address inquiries, schedule appointments, and provide healthcare information
  • Handle patient complaints and concerns with empathy
  • Manage incoming and outgoing communications via phone, email, and messaging platforms
  • Maintain clear, professional, and timely communication with patients and stakeholders
  • Schedule, reschedule, and confirm patient appointments
  • Coordinate with medical staff for smooth appointment flow and minimal wait times
  • Update and maintain accurate patient records in the healthcare management system
  • Document patient interactions for reference and compliance
  • Conduct follow-up calls or messages for treatment plan and post-appointment care instructions
  • Remind patients of upcoming appointments and necessary preparations
  • Provide educational materials and resources about health conditions and treatments
  • Assist patients in understanding healthcare instructions and terminology
  • Work with healthcare providers, administrative staff, and team members to improve patient satisfaction and care outcomes
  • Participate in team meetings and training sessions
  • Handle sensitive patient information in compliance with HIPAA and regulatory requirements
  • Maintain confidentiality and security of patient data

Requirements:

  • High school diploma or equivalent required
  • Associate's or Bachelor's degree in healthcare administration, communications, or a related field preferred
  • Previous experience in a healthcare setting, particularly in patient communication or customer service roles
  • Familiarity with medical terminology and healthcare procedures
  • Excellent verbal and written communication skills
  • Strong interpersonal skills with the ability to empathize and connect with patients
  • Proficiency in healthcare management software, electronic health records (EHR), and relevant communication tools
  • Exceptional organizational skills with the ability to multitask and prioritize effectively
  • Attention to detail in managing patient information and scheduling
  • Strong problem-solving skills with the ability to think critically and make informed decisions
  • Ability to handle challenging situations calmly and professionally
  • Flexibility to adapt to changing schedules and patient needs
  • Willingness to learn and implement new technologies and procedures
  • Understanding of HIPAA regulations and commitment to maintaining patient confidentiality
  • Adherence to organizational policies and procedures
  • Bilingual or multilingual abilities are a plus, particularly in languages commonly spoken by the patient population
  • High level of professionalism and dedication to providing quality patient care
  • Strong work ethic and a positive attitude

DATA ENRTY SPECIALIST
40 hrs/week

Approx. Price Per Hour (USD): $8.00

 

Responsibilities:

  • Inputting data accurately and efficiently into databases and spreadsheets
  • Verifying data by comparing it to source documents
  • Updating and maintaining data systems and records
  • Preparing data for entry by compiling and sorting information
  • Reviewing data for errors, missing information, and inconsistencies
  • Communicating with team members to resolve data discrepancies
  • Ensuring data confidentiality and security
  • Performing regular backups to ensure data preservation
  • Generating reports and performing data retrieval as needed
  • Assisting with data-related tasks and projects as required

Requirements:

  • High school diploma or equivalent; additional computer training or certification is a plus
  • Proven data entry work experience, preferably in a similar role
  • Proficiency in using data entry software, databases, and MS Office applications
  • Excellent typing speed and accuracy
  • Strong attention to detail and organizational skills
  • Ability to handle confidential information responsibly
  • Good communication skills for collaborating with team members
  • Ability to work independently with minimal supervision
  • Basic understanding of data management principles
  • Strong time management skills with the ability to meet deadlines

MEDICAL TRANSCRIPTIONIST
40 hrs/week

Approx. Price Per Hour (USD): $10.00

 

Responsibilities:

  • Transcribe dictated recordings from healthcare professionals into written reports
  • Review and edit transcriptions for accuracy, grammar, and clarity
  • Ensure proper formatting and adherence to healthcare documentation standards
  • Identify and clarify inconsistencies or inaccuracies in medical dictations
  • Enter transcribed reports into electronic health records (EHR) systems
  • Maintain confidentiality and security of patient information in compliance with HIPAA regulations
  • Collaborate with healthcare providers to resolve any discrepancies in the transcriptions
  • Stay updated with medical terminology, procedures, and transcription practices
  • Perform quality assurance checks on transcriptions for completeness and accuracy
  • Follow up with healthcare professionals to obtain additional information or clarification as needed

Requirements:

  • High school diploma or equivalent required
  • Certification in medical transcription from an accredited program preferred
  • Previous experience as a medical transcriptionist or in a related role
  • Proficiency in medical terminology, anatomy, and pharmacology
  • Excellent typing speed and accuracy
  • Strong listening skills and attention to detail
  • Proficiency in using transcription software and EHR systems
  • Ability to work independently and meet deadlines
  • Understanding of HIPAA regulations and commitment to maintaining patient confidentiality
  • Strong written and verbal communication skills
  • Ability to adapt to different accents and dictation styles from healthcare providers

HUMAN RESOURCE ASSISTANT
40 hrs/week

Approx. Price Per Hour (USD): $8.00

 

Responsibilities:

  • Assist with day-to-day operations of the HR functions and duties
  • Provide clerical and administrative support to Human Resources executives
  • Compile and update employee records (hard and soft copies)
  • Process documentation and prepare reports relating to personnel activities (staffing, recruitment, training, grievances, performance evaluations, etc.)
  • Coordinate HR projects (meetings, training, surveys, etc.) and take minutes
  • Deal with employee requests regarding human resources issues, rules, and regulations
  • Assist in payroll preparation by providing relevant data (absences, bonus, leaves, etc.)
  • Communicate with public services when necessary
  • Properly handle complaints and grievance procedures
  • Conduct initial orientation to newly hired employees
  • Assist with recruitment by posting job ads, organizing resumes and job applications, scheduling job interviews, and assisting in interview processes
  • Coordinate communication with candidates and schedule interviews
  • Assist in various HR-related activities such as onboarding, training and development, and employee engagement

Requirements:

  • Proven experience as an HR Assistant, Staff Assistant, or relevant human resources/administrative position
  • Fast computer typing skills (MS Office, in particular)
  • Hands-on experience with an HRIS or HRMS
  • Basic knowledge of labor laws
  • Excellent organizational skills
  • Strong communications skills
  • Degree in Human Resources or related field preferred
  • Ability to handle data with confidentiality
  • Good understanding of HR practices and procedures
  • Multitasking and time-management skills, with the ability to prioritize tasks
  • Customer-focused attitude, with high level of professionalism and discretion
  • Bilingual or multilingual abilities are a plus

MARKETING AND PATIENT ACQUISITION SPECIALIST
40 hrs/week

Approx. Price Per Hour (USD): $10.00

 

Responsibilities:

  • Create and implement comprehensive marketing plans to attract and retain patients
  • Develop and execute targeted campaigns across various channels (social media, email, print, etc.)
  • Produce engaging content for marketing materials, including blogs, newsletters, social media posts, and website copy
  • Collaborate with the design team to develop visually appealing promotional materials
  • Identify and pursue opportunities to attract new patients
  • Develop partnerships with community organizations, businesses, and other healthcare providers
  • Conduct market research to identify patient needs and preferences
  • Analyze competitor strategies and market trends to inform marketing efforts
  • Plan and manage community events, health fairs, and open houses to promote services
  • Coordinate participation in local and industry events to increase brand visibility
  • Manage and optimize online presence, including website, social media profiles, and online directories
  • Implement SEO and SEM strategies to improve online visibility and attract new patients
  • Develop and maintain strong relationships with existing patients to encourage referrals and repeat visits
  • Implement patient retention programs and loyalty initiatives
  • Track and analyze marketing campaign performance
  • Provide regular reports on patient acquisition metrics and marketing ROI
  • Work closely with clinical and administrative teams to ensure alignment of marketing strategies with organizational goals
  • Collaborate with external vendors and agencies as needed

Requirements:

  • Bachelor’s degree in marketing, communications, healthcare administration, or a related field required
  • Previous experience in healthcare marketing or patient acquisition preferred
  • Proven track record of successful marketing campaigns and patient acquisition strategies
  • Strong written and verbal communication skills
  • Proficiency in digital marketing tools and platforms (e.g., Google Analytics, social media management tools)
  • Excellent organizational and project management skills
  • Ability to develop innovative marketing ideas and campaigns
  • Strong visual and content creation skills
  • Strong analytical skills to assess marketing performance and make data-driven decisions
  • Ability to interpret market research and patient data
  • Familiarity with CRM software and patient management systems
  • Proficiency in Microsoft Office Suite and design software (e.g., Adobe Creative Suite)
  • Ability to build and maintain relationships with patients, staff, and community partners
  • Strong team collaboration skills
  • Flexibility to adapt to changing market conditions and organizational needs
  • Willingness to learn and implement new marketing technologies and strategies
  • High level of professionalism and dedication to patient care
  • Strong work ethic and a positive attitude
  • Understanding of healthcare regulations and compliance standards related to marketing
  • Commitment to maintaining patient confidentiality and ethical marketing practices

CUSTOMER SUPPORT

40 hrs/week
Approx. Price Per Hour (USD): $10.00

 

Provides phone, video call, email, ticketing and online chat support to customer enquiries.

Example responsibilities may include:
• Answering phone, online chat enquiries and questions from new and existing customers
• Responding to customer emails
• Looking up customer order details from our internal CRM
• Processing refunds and other customer requests according to internal procedures
• Send email and SMS quotes to customers

Requirements
• Strong written English and verbal communication skills
• Attention to detail

BOOKKEEPER

40 hrs/week
Approx. Price Per Hour (USD): $10.00

 

Responsibilities and Tasks May Include:

  • Accurately record daily financial transactions and complete the posting process.
  • Generate, send, and follow up on invoices.
  • Reconcile financial discrepancies by collecting and analyzing account information.
  • Maintain a systematic record of financial documents and ensure they are up-to-date.
  • Process accounts receivable/payable and handle payroll efficiently.
  • Prepare monthly, quarterly, and annual financial statements.
  • Collaborate with the accounting team to prepare for audits and other financial reviews.
  • Stay updated with financial policies, regulations, and legislation.

Requirements

  • Proven bookkeeping experience with a strong attention to detail.
  • Proficiency in MS Excel and accounting software (e.g., QuickBooks, Xero).
  • Strong mathematical and analytical skills.
  • Ability to handle sensitive and confidential information with discretion.
  • Knowledge of generally accepted accounting principles and procedures.

Highly Regarded Skills and Experience

  • Experience in bookkeeping for international clients.
  • Familiarity with multiple accounting software platforms.
  • A degree or certification in Finance, Accounting, or a related field.
  • Strong interpersonal skills and the ability to work in a team environment.
  • Experience in managing financial records for small to medium-sized businesses.

WEB DEVELOPER

40 hrs/week
Approx. Price Per Hour (USD): $11.00

 

Responsibilities for a Developer Specialising in WordPress

  • Develop and maintain dynamic websites and web applications using WordPress.
  • Collaborate with the design and marketing teams to turn visions into reality.
  • Ensure high-performance and availability, managing all technical aspects of the CMS.
  • Establish and guide the website’s architecture.
  • Ensure high-quality source code, testing, and debugging.
  • Collaborate with front-end developers and web designers to improve usability.
  • Stay updated with the latest industry trends and advancements.

 

Requirements

  • Proven work experience as a WordPress Developer.
  • Good understanding of front-end technologies, including HTML5, CSS3, JavaScript, jQuery.
  • Experience building user interfaces for websites and/or web applications.
  • Proficient understanding of code versioning tools.
  • Strong understanding of PHP back-end development.
  • Familiarity with Google Tools such as Analytics and Search Console.
  • Knowledge of how to interact with RESTful APIs and formats (JSON, XML).
  • Excellent written and verbal communication skills.
  • Basic graphic design skills to create social media and website content.
  • Proficient in MS Office suite, including Excel and Outlook.
  • High school diploma or equivalent; associate or bachelor’s degree in business, marketing, or a related field preferred.

SEO SPECIALIST

40 hrs/week
Approx. Price Per Hour (USD): $10.00

 

Responsibilities

  • Perform comprehensive client SEO audits focusing on on-page, technical, off-page, and content aspects.
  • Conduct keyword research to identify target keywords and phrases.
  • Develop and implement on-page, off-page, technical, and content optimizations.
  • Create regular SEO reports highlighting organic performance, including keyword tracking, conversions, and organic traffic.
  • Develop and execute off-page SEO through link building
  • Develop and execute a content strategy to grow organic traffic.
  • Conduct competitor SEO analysis to incorporate into the SEO strategy.
  • Collaborate with content writers and marketing teams to ensure SEO best practices are followed.
  • Stay updated with the latest industry trends, algorithm updates, and best practices.

 

Requirements

  • Proficiency in Google Analytics, including GA4.
  • Proficiency in Google Search Console.
  • Proficiency in SEO tools such as SEMRush, Ahrefs, Screaming Frog, and Botify.
  • Minimum of 3 years of experience in SEO, preferably in an agency setting.
  • Strong understanding of HTML/CSS and website structures.
  • Excellent written and verbal communication skills.

COLD CALLER

40 hrs/week
Approx. Price Per Hour (USD): $10.00

Responsibilities
  • Cold call real estate sellers from provided lead lists
  • Qualify sellers and properties over the phone
  • Schedule appointments for the acquisition team to visit potential investment properties
  • Log all calls and appointment details in the CRM (Folio)
  • Achieve daily and weekly appointment-setting targets

     

Scope
  • The cold caller will be provided leads to call and will need to learn the client’s specific process for qualifying sellers and properties.
  • They will use an internal CRM to log calls and appointments.
  • They will report directly to the client and work independently once trained on the process.

 

Requirements

  • 6 months experience in cold calling and/or appointment setting
  • Real estate and/or sales experience preferred
  • Clear phone voice and strong communication skills
  • Motivated self-starter who can work independently
  • Organized and detail-oriented
  • Familiarity with CRMs

MEDICAL BILLER AND CODER

40 hrs/week
Approx. Price Per Hour (USD): $10.00

Responsibilities
  • Obtain authorizations and pre-approvals from insurance companies
  • Verify patient insurance coverage
  • Submit claims to insurance companies
  • Follow up on unpaid/denied claims
  • Appeal denied claims
  • Communicate with insurance companies to resolve issues
  • Maintain accurate patient records
Requirements
  • 6 months experience in medical billing
  • Knowledge of billing practices, terminology, and software
  • Strong attention to detail and organization skills
  • Excellent written and verbal communication abilities
  • Able to multitask and prioritize effectively
  • Passion for improving the patient and provider experience

MEDICAL RECEPTIONIST

40 hrs/week
Approx. Price Per Hour (USD): $10.00

Responsibilities

  • Calendar and Task Management
  • Answer incoming phone calls
  • Schedule appointments for new and existing patients
  • Enter patient information into EMR system
  • Follow up on missed calls
  • Make reminder calls/texts for appointments

Requirements

  • At least 6 months experience as a Medical Receptionist
  • Familiarity with medical terminology and health insurance
  • Excellent phone skills and customer service skills
  • Strong attention to detail
  • Proficient with computers and data entry
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