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Top Accounting Best Practices for Dentists

Altrust Services - Top Accounting Best Practices for Dentists
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Top Accounting Best Practices for Dentists

As a dentist, you’re adept at ensuring your patients leave with a smile, but how confidently can you say the same about the health of your practice’s finances? Establishing a robust accounting system isn’t just beneficial; it’s essential for the survival and growth of your dental practice. From creating detailed financial statements that offer insights into your business’s performance to implementing precise bookkeeping practices that track every penny, these steps are critical. Yet, selecting the right methods and technologies that align with dental industry standards requires careful consideration. Let’s explore how tailoring these practices can streamline your financial processes and uncover potential areas for growth and savings in your practice.

Introduction

Implementing robust accounting practices is essential for dentists aiming to enhance the financial stability and growth of their practices. You must establish a system that tracks daily transactions and provides insight into your overall financial health. Proper management of your financials allows you to make informed decisions that could significantly impact the sustainability and expansion of your practice.

Integrating top-tier accounting practices can seem daunting, but it’s crucial for several reasons. Firstly, accurate financial records help you manage expenses efficiently, ensuring that every dollar spent contributes to the value of your services.

Secondly, by maximizing your revenues through effective billing structures, you’re better positioned to reinvest in your practice, whether through new technology or enhanced patient care services.

Moreover, understanding the implications of different legal entity structures on your accounting processes is vital. This knowledge not only aids in risk management but also optimizes your tax obligations, ultimately keeping more money in your pocket.

Set Up Financial Systems

To streamline your practice’s financial operations, consider setting up cloud-based accounting systems that enhance efficiency and accuracy. These systems allow you to automate the tracking of business transactions by connecting directly to your business accounts, reducing manual errors and saving time.

Implementing a structured system for financial record-keeping is crucial. Choose accounting software that fits your practice’s needs, enabling you to generate detailed financial reports effortlessly. These reports are vital for informed decision-making.

Additionally, ensure that your entire technological stack is seamlessly integrated. This integration means your accounting software should work hand-in-hand with other tools you use, such as patient management systems or payment processing platforms. The right technological integration not only simplifies your financial management but also enhances overall operational efficiency.

Implement Key Financial Statements

Maintaining key financial statements is crucial for effective decision-making in your dental practice. These documents serve as a foundational tool in understanding the financial health of your business. By consistently generating and reviewing your accounting reports, you gain a clear, objective view of your practice’s profitability and financial trends.

Three primary financial statements you should focus on are the income statement, balance sheet, and cash flow statement. The income statement provides a summary of your revenues and expenses, offering insights into your practice’s profitability over a specific period.

The balance sheet shows your assets, liabilities, and equity, giving you a snapshot of your financial position at any point in time. Meanwhile, the cash flow statement tracks the inflow and outflow of cash, helping you manage your liquidity.

Understanding these reports enhances your ability to make informed decisions about practice management and future investments. Additionally, they’re vital for practice valuation, should you consider selling your practice or seeking investors.

Accurate financial statements also facilitate discussions with financial advisors and help in strategic planning, ensuring that every step you take is backed by solid financial data.

Establish Bookkeeping Practices

Establishing robust bookkeeping practices is crucial for managing your dental practice’s finances effectively.

To begin, implement a system that allows for the timely recording of all financial transactions, including payments from patients and operational expenses. Keeping these records updated avoids confusion and ensures accurate financial analysis.

Utilizing specialized accounting software can greatly simplify this process, helping maintain organized records and ensuring accuracy. This minimizes the risk of errors that could distort your financial outlook.

Additionally, separating your personal finances from your business accounts is essential. It keeps your practice’s financial health transparent and simplifies tax reporting.

Regular reconciliation of your bank statements is critical. This practice helps you catch and address discrepancies early, ensuring reliable financial data.

Create a Budget

Creating a budget serves as the cornerstone for effective financial management in your dental practice. By establishing a well-thought-out budget, you can track both expenses and revenue meticulously, ensuring that every dollar spent or earned is accounted for. This process allows you to allocate resources efficiently, which is crucial for optimal practice management.

When you set clear financial goals within your budget, you’re drawing a roadmap for your practice’s growth and success. These goals should be realistic, reflecting your current financial situation and aspirations for the practice.

A robust budget also plays a critical role in monitoring your cash flow, helping you anticipate tight cash periods and make informed financial decisions. This foresight maintains smooth operations without financial hiccups.

Moreover, a well-planned budget aids in controlling costs by identifying areas to cut back without sacrificing care quality. This discipline in cost management can significantly improve profitability and contribute to your practice’s overall financial stability.

Plan for Taxes

After setting a robust budget, plan effectively for taxes to optimize your financial strategy. Strategic tax planning is crucial, especially in the dental field where numerous deductions and credits can minimize your tax liabilities.

Working with a dental CPA like Altrust Services, which understands the intricacies of your profession, offers significant advantages. They provide personalized tax planning, ensuring compliance with current tax laws and leveraging sector-specific opportunities.

For instance, they can guide you on the optimal timing for major purchases to benefit from depreciation deductions and other relevant incentives. This compliance support safeguards you against costly errors and potential legal issues.

Moreover, Altrust Services can assist in identifying and applying for deductions most beneficial for your practice, such as continuing education, dental equipment, and office supplies, to strategically lower your taxable income.

Manage Costs Effectively

To effectively manage costs, categorize your expenses into fixed and variable types, enabling a clearer view of where financial adjustments can be made. Fixed costs, like rent and salaries, don’t fluctuate with the number of patients seen, while variable costs, such as dental supplies and utilities, can vary. Accurate expense tracking is crucial in identifying areas to cut costs without compromising care quality.

Understanding inflation rates and historical spending patterns helps you anticipate expense changes and adjust your budget accordingly. For instance, if the cost of dental materials rises, factor these increases into your financial planning.

By setting realistic revenue projections based on patient visits and procedures, you can enhance your budget planning process. This aligns your spending with expected income, ensuring financial stability. Profitability analysis helps determine the most and least profitable areas of your practice, supporting strategic decision-making.

Leverage Technology

How can leveraging technology enhance your dental practice’s accounting methods?

By investing in cloud-based accounting software, you’re not just buying a tool; you’re streamlining your operations and significantly boosting efficiency. This software allows you to connect your business accounts directly, automating the tracking of income, expenses, and other crucial financial transactions. It’s about making every process more efficient and less prone to error.

With the right technology, you can generate real-time financial reports. These aren’t just numbers; they’re insights into your practice’s financial health, enabling better decision-making.

Imagine having the ability to see your financial standing at any moment, understanding exactly where your money is going and identifying opportunities for cost-saving.

Moreover, integrating your tech stack is critical. It ensures that all your systems, from dental practice management to payroll software, work together seamlessly. This integration doesn’t just save time; it enhances the accuracy of your data, reducing the likelihood of discrepancies and the time spent on rectifying them.

Tips for Staff Training

Building on the integration of sophisticated technology, it’s equally important to ensure your staff is well-trained in these systems to maximize their effectiveness in your dental practice’s accounting operations. Effective staff training not only boosts operational efficiency but also enhances financial decision-making.

Focus on a curriculum covering fundamental accounting principles and specific financial procedures relevant to your practice. Start by introducing your team to accounting basics, ensuring they understand how to categorize expenses and the importance of maintaining accurate records.

Regular training sessions are crucial, helping staff stay abreast of the latest accounting practices and regulatory changes. These sessions should include hands-on training to ensure practical understanding and application.

Incorporate role-playing exercises in your training programs. This method helps simulate real-life scenarios, allowing your staff to practice and refine their skills in a controlled environment.

Learn from Case Studies

While exploring case studies, you’ll discover real-world examples highlighting successful accounting strategies implemented by other dental practices. These case studies aren’t just stories; they’re lessons in financial management and solutions to common accounting challenges. By examining other dentists’ experiences, you can see how proven accounting methods pave the way for business growth and stability.

For instance, one case study might detail a practice that overcame revenue fluctuations through rigorous budgeting and forecasting. You’ll learn how they categorized expenses, anticipated financial downturns, and adjusted strategies accordingly. This isn’t just about keeping the books; it’s about proactive financial management ensuring sustainability.

Another case might showcase a dental practice that significantly boosted profitability by adopting specialized accounting software tailored for dental clinics. This software helped streamline financial operations, enhancing accuracy in financial reporting and better decision-making.

Conclusion

Reflecting on these case studies shows that adopting accounting best practices is pivotal for the success and sustainability of your dental practice. Embracing these strategies not only streamlines your financial processes but also significantly boosts your practice’s financial health. By implementing cloud-based accounting software, you’ve seen how the burden of financial tracking is reduced, allowing you more time to focus on patient care and practice expansion.

Opting for the right legal entity and effective billing strategies enhances your practice’s risk management and business profitability. This approach safeguards against financial pitfalls and optimizes revenue streams, essential for long-term growth.

Moreover, delegating financial tasks to experts like Altrust Services can be a game-changer. It ensures accuracy in your financial reports.

To conclude, regularly reviewing and analyzing your financial statements is indispensable. This habit not only helps you monitor your practice’s financial status but also identifies opportunities for further growth and expansion. Remember, the health of your practice’s finances directly influences its overall success. By prioritizing these accounting practices, you’re setting a solid foundation for robust growth and sustainability.

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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Top Accounting Best Practices for Dentists

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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