Kerry A. Lay

**** ***** ***

Plover, WI *****

715-***-****

advfxo@r.postjobfree.com

Objective

To obtain a full time position within a growth oriented Professional Administration Field where valuable experience related to communication skills, exceptional customer care/appreciation, continual improvement and value added services are an appreciated necessity and where professional growth is encouraged.

Highlights of Qualifications

Reliable and self-motivated. Exceptional communication skills. Superior problem solving skills. Strong leadership qualities. Broad knowledge of business departments and their functions. Strategic thinker. Budget management experience. People- management skills. Exceptional organizational skills.

• Extremely detail-oriented and accurate.

• Strong organizational and time management skills.

• Ability to work under time constraints and meet strict deadlines.

• Effective verbal and written communication skills as well as strong interpersonal skills.

• Ability to effectively deliver a presentation to a large or small group.

• Strong initiative and eagerness to learn new things.

• Ability to work well with a team.

• Problem solving skills necessary to adapt to a rapidly changing environment.

• Proficient with Microsoft Word, Outlook, Excel, PowerPoint, ADP Workforce, Salesforce, SharePoint, Ortho Edge, PeopleSoft, and Microsoft Teams.

Experience

Holdren & Associates / Director of Administration and Insurance Coordinator 2013 - Present FL

Small Private Investment firm focused on commercially vested property expansion in the Southern Florida region. Duties included but not limited to Underwriting, Loss/ Gain analysis, Property Investment Review and Risk Management. Direct report to Owners/Board Members with Status, Tracking Policy cycles and completion, ensuring continual coverage during transnational sales and partnership agreements. Review of all written agreement documentation prior to submission to RMA. Track, monitor and ensure timely processing, correct and review error assessment resolution of previous RMA issues.

Director of Administration Responsibilities:

• Overseeing day-to-day operations.

• Developing organizational policies.

• Disbursing funds to managers.

• Managing administrative budgets.

• Hiring and training administrative staff.

• Negotiating contracts and agreements with vendors.

• Maintaining corporate relationships.

• Monitoring operating expenses.

• Liaison with HR and other departments.

• Updating executives on business performance.

Midwest Dental / Business Office Manager

December 2011- November 2012

Managed a three doctor practice along with three hygienists, five dental assistants, and two front office staff members. Responsible for all of the administrative duties in the dental office which included but not limited to coordinating marketing, budgeting office expenses, arranging staff meetings, and handling payroll, handling staff schedules, performed billing and bookkeeping duties, and create and prepare weekly, monthly, and yearly management reports.Worked front desk when short staffed including scheduling of patient appointments, insurance filing, accepting and assisting with co-pays, presenting treatment plans, filing, confirming next day appointments, greeting all patients.

• Managed the clinical side of the practice, professional administrative, and clerical staff, managing the recruitment, development of, and appraisal of staff, overseeing day-to-day management, developing and implementing policies and directives, and attending meetings as they arose.

• Responsible for administering the day-to-day activities of the business, including: maintenance of the records of patients, scheduling of patients, accounts receivable, maintaining appearance and order of the dental office, and recall re-care system.

• Manage day-to-day operations of the dental office. Open and close dental office according to office protocol. Review the office for a neat professional appearance and make necessary changes. Check the daily schedule for accuracy and post it in all treatment rooms. Answer and respond to telephone and emails with professionalism. Review supplies for reception and provide order to Dr.(s). Maintain petty cash. Ensure that HIPAA Notice of Privacy Practices Notice is on display.

• Greet and welcome patients and visitors to the practice. Organize patient education materials. Check in patients according to office protocol, verifying and updating patient information. Manage recall and inactive patient system. Oversee patient relations & handle patient complaints. Helped explain office policy to patients. Confirm next day's appointments according to protocol and patient preference. Schedule patients for efficient use of Dr.(s) and staff time. Check patient quick fill list to try to fill in cancellation and no-show appointment times. Collect payment from patients at time of treatment. Make follow up appointments as needed. Prepare financial treatment plans and present plan options to patient at end of their appointment. Assist in treatment room as needed.

• Gather and accurately record insurance information from patients. See that records are stored securely and handled in compliance with HIPAA privacy and security regulations. Accurately file patient information. Arrange patient charts and radio graphs for next day's appointments. Track cases and referrals to and from other doctors.

• Update insurance information on all patients at all times. Submit treatment plans for predetermination of benefits. Prepare claim forms for patients with dental insurance. Organize supporting materials for claim forms, such as radio graphs or written narratives by the Dr.(s). Mail and/or electronically submit claim forms. Assist in the resolution of problems from third party payers.

• Monitor and make sure all dental office equipment is working properly.

• An active participant as well as running all staff meetings. Created a positive, team-oriented atmosphere, with a focus on growth and professional development for all staff members.

• Enter patient financial activity in the computer. Maintain accounts receivable activity. Prepare bank deposits. Prepare statements. Follow-up on insurance claims. Follow-up on delinquent accounts. Arrange payment schedule with patients.

• Prepare billing statements promptly and accurately mail billing statements according to office protocol. Prepare and mail overdue account letters according to office protocol. Telephone patients with accounts overdue. Post checks received each day. Manage patient financial accounts.

• Sort, organize, and distribute mail. Prepare and send out new patient referral and thank you letters. Prepare and send out correspondence. Prepare and send out continuing care notices.

• Assisted with the design of marketing and promotional materials (print and electronic). Assisted with dental office advertising/recruiting ads for new staff. Helped to create a marketing strategy for the planning of workshops and seminars – this included creating campaigns and logistical details (vendors, location, food, invites, RSVP tracking and management) as well as helped to create a greater presence for Midwest Dental through consistent updates and media posts on Facebook, Linked In, etc.,

Green Bay Family Dental / Patient Treatment Coordinator November 2010 - November 2011

As a Patient Treatment Coordinator my responsibilities included but not limited to outlining dental options for clients, interacting regularly with the dentist(s), providing payment plans for patients, and answering phone calls or emails from patients that have any questions about their dental treatment plan. My role as the Patient Treatment Coordinator is a sales (case acceptance) position. I as a treatment coordinator closed or assisted in closing the treatment plans generated by the doctor. I took responsibility for the entire patient base and work toward having no patients with incomplete treatment plans.

• Responsible for administering the day-to-day activities of the business, including: maintenance of the records of patients, scheduling of patients, accounts receivable, maintaining appearance and order of the dental office, and recall/ re care system.

• Manage day-to-day operations of the dental office. Open and close dental office according to office protocol. Review the office for a neat professional appearance and make necessary changes. Check the daily schedule for accuracy and post it in all treatment rooms. Answer and respond to telephone and emails with professionalism. Review supplies for reception and provide order to Dr.(s). Maintain petty cash. Ensure that HIPAA Notice of Privacy Practices Notice is on display.

• Greet and welcome patients and visitors to the practice. Organize patient education materials. Check in patients according to office protocol, verifying and updating patient information. Manage recall and inactive patient system. Oversee patient relations & handle patient complaints. Help explain office policy to patients. Confirm next day's appointments according to protocol and patient preference. Schedule patients for efficient use of Dr.(s) and staff time. Check patient quick fill list to try to fill in cancellation and no-show appointment times. Collect payment from patients at time of treatment. Make follow up appointments as needed. Prepare financial treatment plans and present plan options to patient at end of their appointment. Assist in treatment room as needed.

• Gather and accurately record insurance information from patients. See that records are stored securely and handled in compliance with HIPAA privacy and security regulations. Accurately file patient information. Arrange patient charts and radio graphs for next day's appointments. Track cases and referrals to and from other doctors.

• Update insurance information on all patients at all times. Submit treatment plans for predetermination of benefits. Prepare claim forms for patients with dental insurance. Organize supporting materials for claim forms, such as radio graphs or written narratives by the Dr.(s). Mail or electronically submit claim forms from the office. Assist in the resolution of problems from third party payers.

• Monitor and make sure all dental office equipment is working properly.

• Be an active participant in staff meetings.

• Enter patient financial activity in the computer. Maintain accounts receivable activity. Prepare bank deposits. Prepare statements. Follow-up on insurance claims. Follow-up on delinquent accounts. Arrange payment schedule with patients.

• Prepare billing statements promptly and accurately mail billing statements according to office protocol. Prepare and mail overdue account letters according to office protocol. Telephone patients with accounts overdue. Post checks received each day. Manage patient financial accounts.

• Sort, organize, and distribute mail. Prepare and send out new patient referral and thank you letters. Prepare and send out correspondence. Prepare and send out continuing care notices.

• Assist with the design of marketing and promotional materials (print and electronic). Assist with dental office advertising/recruiting ads for new staff. Assist with dental office facility management.

Twin Cities Endodontics, P.A. / Dental Administrative Assistant August 2008 - August 2011

Dr. Daniel L. Morin DDS, MS, PA / Dental Administrative Assistant October 1991 - January 1994

Dr. Peter Michelich, DDS / Dental Administrative Assistant June 1990 - October 1991

Ramsey Dental Center-T.J. Knox, DDS / Dental Administrative Assistant May 1987 - June 1990

Responsible for administering the day-to-day activities of the business, including: maintenance of the records of patients, scheduling of patients, accounts receivable, maintaining appearance and order of the dental office, and recall/ re-care system. Manage day-to-day operations of the dental office. Open and close dental office according to office protocol. Review the office for a neat professional appearance and make necessary changes. Check the daily schedule for accuracy and post it in all treatment rooms. Answer and respond to telephone and emails with professionalism. Review supplies for reception and provide order to Dr.(s). Maintain petty cash. Ensure that HIPAA Notice of Privacy Practices Notice is on display. Greet and welcome patients and visitors to the practice. Organize patient education materials. Check in patients according to office protocol, verifying and updating patient information. Manage recall and inactive patient system. Oversee patient relations & handle patient complaints. Help explain office policy to patients. Confirm next day's appointments according to protocol and patient preference. Schedule patients for efficient use of Dr.(s) and staff time. Check patient quick fill list to try to fill in cancellation and no-show appointment times. Collect payment from patients at time of treatment. Make follow up appointments as needed. Prepare financial treatment plans and present plan options to patient at end of their appointment. Assist in treatment room as needed. Gather and accurately record insurance information from patients. See that records are stored securely and handled in compliance with HIPAA privacy and security regulations. Accurately file patient information. Arrange patient charts and radio graphs for next day's appointments.Track cases and referrals to and from other doctors.

• Update insurance information on all patients at all times. Submit treatment plans for predetermination of benefits. Prepare claim forms for patients with dental insurance. Organize supporting materials for claim forms, such as radio graphs or written narratives by the Dr.(s). Mail or electronically submit claim forms from the office. Assist in the resolution of problems from third party payers.

• Monitor and make sure all dental office equipment is working properly.

• Be an active participant in staff meetings.

• Enter patient financial activity in the computer. Maintain accounts receivable activity. Prepare bank deposits. Prepare statements. Follow-up on insurance claims. Follow-up on delinquent accounts. Arrange payment schedule with patients.

• Prepare billing statements promptly and accurately mail billing statements according to office protocol. Prepare and mail overdue account letters according to office protocol. Telephone patients with accounts overdue. Post checks received each day. Manage patient financial accounts.

• Sort, organize, and distribute mail. Prepare and send out new patient referral and thank you letters. Prepare and send out correspondence. Prepare and send out continuing care notices.

• Assisted with the design of marketing and promotional materials (print and electronic). Assisted with dental office advertising/recruiting ads for new staff. Helped to create a marketing strategy for the planning of workshops and seminars – this included creating campaigns and logistical details (vendors, location, food, invites, RSVP tracking and management) as well as helped to create a greater presence for Midwest Dental through consistent updates and media posts on Facebook, Linked In, etc.,

Dr. Arden Lange, DDS / Dental Assistant

October 1984 - May 1987, Stevens Point, WI

• Prepared treatment room for patient by following prescribed procedures and protocols.

• Prepared patient for dental treatment by welcoming, comforting, seating, and draping patient.

• Provided information to patients and employees by answering questions and requests.

• Provided instrumentation by sterilizing and delivering instruments to treatment area; positioning instruments for dentist's access; suctioning; passing instruments.

• Provided materials by selecting, mixing, and placing materials on instruments and in the patient's mouth.

• Provided diagnostic information by exposing and developing radiographic studies; pouring, trimming, and polishing study casts.

• Maintained patient appearance and ability to masticate by fabricating temporary restorations; cleaning and polishing removable appliances.

• Helped dentist manage dental and medical emergencies by maintaining CPR certification, emergency drug and oxygen supply, and emergency telephone directory.

• Educated patients by giving oral hygiene, plaque control, and postoperative instructions.

• Documented dental care services by charting in patient records.

• Maintained patient confidence and protects operations by keeping information confidential.

• Maintained safe and clean working environment by complying with procedures, rules, and regulations.Protects patients and employees by adhering to infection-control policies and protocols.

• Ensured operation of dental equipment by completing preventive maintenance requirements; following manufacturer's instructions; troubleshooting malfunctions; calling for repairs; maintaining equipment inventories; evaluating new equipment and techniques.

• Maintained dental supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.

• Conserved dental resources by using equipment and supplies as needed to accomplish job results.

• Maintained professional and technical knowledge by attending educational workshops; reviewing professional publications; participating in professional societies.

• Contributed to team effort by accomplishing related results as needed.

• Dental Assistant Skills and Qualifications:

• Dental Health Maintenance, Use of Dental Technology, Infection Control, Patient Services, Creating a Safe, Effective Environment, Listening, Teamwork, Bedside Manner, Health Promotion and Maintenance, Use of Medical Technologies, Performing Diagnostic Procedures. Education

Proficient with Microsoft Word, Outlook, Excel, PowerPoint, ADP Workforce, Salesforce, SharePoint, and PeopleSoft.

Variety of Corporate Specific Educational and Training Programs Licensed Crop Hail& Multi Peril Agent

Fox Valley Tech / Dental Assisting

Appleton, WI

Stevens Point Area Senior High / Degree

Stevens Point, WI

References

Most Current: Dr. J.L. Holdren 941-***-****

Additional available upon request

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