Practice Manager - Dental Office Operations Lead
Resume:
Lisa Beers
Mesa, AZ *****
***********@*****.***
Work Experience:
Practice Manager
Aesthetic Smiles of Queen Creek- Queen Creek
December 2023- August 2025
● Managing staff: Overseeing the dental office staff, including scheduling, training, and evaluating them
● Managing all claims, insurance breakdowns, and Accounts Receivable, by phone calls, statements.
● Managing operations: Overseeing the day-to-day operations of the dental office, including patient care, billing, and payment methods
● Managing patient records: Creating, filing, and maintaining patient records, and ensuring patient confidentiality
● Scheduling appointments: Scheduling patient appointments and dental care procedures, and ensuring there are no double bookings
● Managing inventory: Ordering and managing dental supplies and equipment
● Managing compliance: Ensuring compliance with all dental regulations and laws
● Managing office policies: Developing and implementing office policies and procedures
● Managing communications: Communicating with dental professionals, suppliers, and dental insurance companies
● Managing patient concerns: Managing and resolving patient complaints and concerns
● Managing the environment: Ensuring a clean and safe working environment
● Assist the dentist with other tasks as assigned. Regional Manager
Pure Dental Brands- Chandler AZ
August 2021- December 2023
• Manage 6 office
• support and develop close working relationships with Dentists and practice staff.
• spearheading growth and process improvement initiatives.
• Specific responsibilities include:Continuously assess staffing and recruitment needs.
• Attain business goals through achievement of revenue and profitability objectives.
• Provide training and development support to ensure all practice staff demonstrate knowledge of our business model, operating procedures, and protocols.
• Support daily office operations within the region as necessary.
• Respond to clinical and operational concerns; be accessible and responsive. Practice Manager
Pure Dental Brands- Chandler AZ
August 2019- August 2021
• Manage a staff of 5, soon to be 6
• Do treatment plans and consultations
• Understand and correct P&L for the office, drive production and collections, keep costs in line for profitability.
• Answer phones, schedule, take payments.
• Work accounts receivable, insurance claims, current and old to resolve, reconcile accounts.
• Run staff meetings-train to promote from within, keep staff as no turnover and create a family atmosphere.
Practice Manager
Interdent- Phoenix AZ
January 2018-August 2019
• Manage two offices, total staff of 15
• Responsible for the daily non-clinical operations, including patient satisfaction, revenue, profitability, non-clinical team selection, performance, development and other business related functions as delegated
• Responsible for assisting patients to complete Doctor prescribed treatment plans
• Gave superior patient service to resolve any patient dissatisfaction
• Greet and check in patients
• Collect co-payments and verify insurance coverage.
• Schedule and confirm patient appointments.
• Responded to patient billing or financial inquiries
• Collect and post payments and record receipts.
• Balance nightly deposits and complete credit card processing.
• Executed patient consults to ensure patients understand Doctor prescribed treatment plans; conducted patient chart audits, performed handoffs, conducted consults, presented finance options.
Office Manager
Aspen Dental- Oneonta NY and Mesa AZ
September 2014-December 2017
• Responsible for the daily non-clinical operations, including patient satisfaction, revenue, profitability, non-clinical team selection, performance, development and other business related functions as delegated
• Responsible for assisting patients to complete Doctor prescribed treatment plans
• Gave superior patient service to resolve any patient dissatisfaction
• Greet and check in patients
• Collect co-payments and verify insurance coverage.
• Schedule and confirm patient appointments.
• Responded to patient billing or financial inquiries
• Collect and post payments and record receipts.
• Balance nightly deposits and complete credit card processing.
• Executed patient consults to ensure patients understand Doctor prescribed treatment plans; conducted patient chart audits, performed handoffs, conducted consults, presented finance options.
Regional Director
Security Mutual Life Insurance Company - Binghamton, NY April 2013 to April 2014
• Record transactions accurately, and keep clients informed about transactions.
• Call on policyholders to deliver and explain policy, to analyze insurance program and suggest
• additions or changes, or to change beneficiaries.
• Seek out new clients and develop clientele by networking to find new customers and generate lists of
• prospective
• clients.
• Complete proposals and submit for processing of clients requested transactions.
• Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
• Interview clients to determine clients insurance needs and financial objectives.
• Attend meetings, seminars and programs to learn about new products and services, learn new skills,
• and receive
• technical assistance in developing new accounts.
• Record transactions accurately, and keep clients informed about transactions.
• Sell various types of insurance policies to businesses on behalf of the company including New York Disability, short term disability, group life and AD&D and group accident.
• Ensure that policy requirements are fulfilled, including the completion of appropriate forms.
• Develop marketing strategies to compete with other companies who sell insurance. Broker
NBT Insurance- Oneonta, NY
September 2011 to April 2013
• Sell various types of insurance policies to businesses and individuals on behalf of insurance companies including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
• Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
• Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
• Customize insurance programs to suit individual customers, often covering a variety of risks.
• Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
• Calculate premiums and establish payment method.
• Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
• Perform administrative tasks, such as maintaining records and handling policy renewals.
• Select company that offers type of coverage requested by client to underwrite policy.
• Develop marketing strategies to compete with other individuals or companies who sell insurance.
• Contact underwriter and submit forms to obtain binder coverage.
• Confer with clients to obtain and provide information when claims are made on a policy.
• Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
• Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
• Plan and oversee incorporation of insurance program into bookkeeping system of company.
• Install bookkeeping systems and resolve system problems. Large Group Sales Director
CDPHP- Albany NY
November 2006 - July 2011
• Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
• Large Group Sales Director State Hwy - New York, NY November 2006 to July 2011
• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
• Customize insurance programs to suit individual customers, often covering a variety of risks.
• Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
• Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
• Record transactions accurately, and keep clients informed about transactions.
• Prepare documents needed to implement plans selected by clients.
• Sell various types of insurance policies to businesses on behalf of the company including health, dental and vision.
• Complete proposals and submit for processing of clients requested transactions.
• Interview clients to determine clients insurance needs and financial objectives.
• Ensure that policy requirements are fulfilled, including the completion of appropriate forms.
• Develop marketing strategies to compete with other companies who sell insurance. Account Service Consultant
Excellus Bluecross Blueshield - Utica, NY
February 2000 to November 2006
• Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
• Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
• Check to ensure that appropriate changes were made to resolve customers' problems.
• Determine charges for services requested, collect deposits or payments, or arrange for billing.
• Refer unresolved customer grievances to designated departments for further investigation.
• Review insurance policy terms to determine whether a particular loss is covered by insurance.
• Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
• Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
• Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.
• Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills.
• Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.
• Solicit sales of new or additional services or products.
• Recommend improvements in products, packaging, shipping, service, or billing methods and procedures to prevent future problems.
• Organized and held monthly service meeting in order to maintain open communications, expectations and recognition.
• Sold small group insurance to clients size 2-10, on behalf of the company including health, dental and vision.
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