Business Manager

The buiness manager will function like a CFO and COO. This individual will handle the numbers and systems of the office. The following is a list of duties for this position:

• Keep employee files up-to-date

• Handle customer service issues

• Manage online reputation by responding to reviews and local message boards

• Manage insurance plans, negotiate fees and the doctor’s membership to plans

• Office compliance with state regulations (OSHA, HIPPA, State Board)

• Liaison with office attorney. 

• Make updates regarding insurance fee schedules, ADA codes and their use in the office

• Verify all adjustments for accuracy and legitimacy

• General banking, negotiate with 3^rd party financing companies (ie. Care Credit), and credit card processing

• Organize and maintain cloud storage

• Manage service and maintenance plans for equipment

• Reports:

  • Case acceptance for both same day and those being followed up upon by treatment coordinators.

  • Accounts receivable and Credit balances

  • Scoreboard

  • CTD’s Master Spreadsheet

  • Daily appointment changes

  • Use Microsoft Power BI to display reports

  • Marketing results

  • New patient phone call conversion by listening to phone calls

• Marketing

  • Internet

  • Media

  • Internal systems (Invisalign day, in-office displays, sales verbiage for staff)

• Accounting

  • Verifying deposits for accuracy

  • P&L statements, balance sheet, cash flow statements

  • Review invoices the practice pays

  • Paying taxes on time

  • Creating budgets and monitoring them

  • Entries into QBook

  • Process payroll

  • Be the liaison to our CPA

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