Summary
Overview
Work History
Education
Skills
References
Timeline
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Leanne Fossey

Edmonton,AB

Summary

Self-motivated Financial Coordinator proudly offering over 4 years' experience working in fast-paced office settings. A poised professional overseeing administrative tasks with relative ease, including but not limited to billing, invoicing and scheduling. Dedicated to providing patients with detailed information on benefits and payments, providing the best in client satisfaction.

Overview

5
5
years of professional experience

Work History

Financial Coordinator/Lead Administrator

Smile Worx Orthodontics
Edmonton, AB
09.2022 - 05.2024
  • Ensured accuracy of budget reports and financial statements.
  • Compiled, analyzed, and reported monthly financial data to senior management.
  • Developed detailed spreadsheets for tracking expenses.
  • Called insurance companies to find pertinent information regarding policies and payment benefits.
  • Input patient and insurance information into company computer system using Dolphin.
  • Effectively communicated answers regarding billing, treatment and scheduling by phone and in-person.
  • Discussed nuances of insurance benefits to help patients understand financial obligations.
  • Coordinated timely collections with appropriate project managers and customers to manage cash flow.
  • Resolved customer complaints or answered customers' questions.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Delegated work to staff, setting priorities and goals.

Administrator

Childrens Dental Centre
Edmonton, AB
10.2019 - 06.2021
  • Greeted patients, provided them with necessary paperwork, and verified insurance information.
  • Answered incoming calls, scheduled appointments, and confirmed patient visits.
  • Maintained accurate records of patient treatment plans, medical histories, and financial transactions.
  • Collected payments from patients in accordance with established policies and procedures.
  • Performed administrative tasks such as filing documents, preparing reports, ordering supplies.
  • Coordinated with other healthcare professionals to ensure efficient office operations.
  • Verified patient's eligibility for benefits under various insurance plans.

Education

Dental Office Administration - Dental Admin

Reeves College
Edmonton, AB
10-2019

Skills

  • Appointment Scheduling
  • Insurance plan knowledge
  • Microsoft Excel
  • Accounts Receivable
  • Proficient in Excel, Word, and multiple dental software
  • Telephone Etiquette
  • Verbal and written communication
  • Account Reconciliation
  • Payment Collection

References

  • References available upon request.

Timeline

Financial Coordinator/Lead Administrator

Smile Worx Orthodontics
09.2022 - 05.2024

Administrator

Childrens Dental Centre
10.2019 - 06.2021

Dental Office Administration - Dental Admin

Reeves College
Leanne Fossey