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Patient Intake Specialist for a Dental Clinic in the US (Home Based Full Time)

Key Facts

Full time
Mid-level (2-5 years)
English

Other Skills

  • Scheduling
  • Active Listening
  • Teamwork
  • Customer Service
  • Detail Oriented
  • Empathy
  • Relationship Building

Roles & Responsibilities

  • Experience in dental office reception or patient intake, handling inbound inquiries and scheduling
  • Proficiency with Open Dental scheduling software
  • Strong communication skills with empathy and active listening; ability to handle sensitive financial conversations
  • Ability to coordinate appointments and collaborate with local staff

Requirements:

  • Handle inbound inquiries via phone, email, and text from marketing leads and respond to social media engagements; coordinate scheduling accordingly
  • Conduct initial patient intake and scheduling using Open Dental; screen for suitability of advanced implant procedures and assess readiness and comfort with the consultation process
  • Facilitate financial conversations with patients, discuss payment options and plans, and coordinate credit checks; ensure patient comfort when requesting financial information
  • Schedule consultations and manage appointment calendar coordination with local staff; confirm consultation details with patients

Job description

• Handle inbound phone calls, emails, texts, and scheduling inquiries from marketing leads
• Respond to patients who have engaged with Instagram or Facebook ads
• Coordinate preferred communication method with each patient (phone, email, or text)
• Conduct initial patient intake using Open Dental scheduling software
• Screen patients for suitability of advanced implant procedures
• Assess patient readiness and comfort level with the consultation process
• Demonstrate empathy and active listening throughout conversations
• Conduct sensitive financial conversations with patients
• Discuss payment options and payment plans for out-of-pocket procedures
• Facilitate credit checks
• Ensure patient comfort and trust when requesting financial information
• Schedule qualified patients for dental consultations in Open Dental
• Manage appointment calendar coordination with local staff
• Confirm consultation details with patients

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