Front Office/Dental Assistant

Dental Wellness of Lake Forest
Lake Forest, CA

Job Description

Job Description

Join us and be a part of our passionate and family-oriented company culture, building community relationships with integrity and excellence as a valued member of our team, while helping to deliver unparalleled dental care for seniors and special needs populations as a premium provider of dental services in California.

Front Office Administrator/Financial Coordinator

Job Summary

This position is responsible for maintaining the appearance and order of the office. Responsible for managing a variety of financial duties, including but not limited to conducting financial consultations with patients, filing and billing dental benefit claims, managing patients billing, pre-auth, and collections and tracking the practice’s accounts receivable.

Summary of Essential Job Functions:

  • Greet and welcome patients.
  • Maintain a neat and orderly front office including reception area.
  • Check the daily schedule and post in all treatment rooms.
  • Prepare and mail thank-you notes to patients and referring practitioners.
  • Ensure all compliance postings are current and easily available for patients.
  • Ensure patients have updated all necessary paperwork prior to treatment.
  • Manage recall system.
  • Manage on-call patient list to fill no-shows and failed appointments.
  • Collect payments from patients at the time of treatment.
  • Schedule patient appointments.
  • Ensure that patient records are accurate and complete, and that patient confidentiality is strictly maintained.
  • Monitor patient referrals to other practitioners.
  • Submit information for preauthorization of benefits for proposed treatment.
  • Ensure that correct coding is used to designate the diagnoses and procedures performed.
  • Follow up with insurance claims and delinquent accounts.
  • Maintain and monitor contracts with managed care organizations.
  • Provide patient education materials.
  • Maintain an appropriate office environment.
  • Manage patient dental benefit plan information. Verify and update benefit details offering education to patients on their dental benefits.
  • Conduct financial consultations with all new and existing patients when new treatment plans are presented.
  • Ensure all patients have a current financial consent form signed and financial agreement signed with each new treatment plan presented.
  • Understand the practice’s policy on working with dental benefit plans and be prepared to educate patients on their dental benefits.
  • Know the process of submitting claims with each dental benefit plan and submit as many claims electronically as possible.
  • Oversee and track dental benefit plan accounts receivable and follow up on claims regularly to ensure timely payment.
  • Manage and maintain the payment options and policies for patients to uphold the practice’s financial integrity
  • Administer pre-authorizations and ensuring that they are submitted correctly and timely.
  • Oversee all accounts receivable management including over the counter collections preparing statements, follow-up insurance pre-authorizations claims.
  • Communicate with all outside and third-party financing companies offered to patients and educate patients on available outside financing options.
  • Ensure that patient records are accurate and complete, and that patient confidentiality is strictly maintained.
  • Adhere to established practice policies, protocols and goals ensuring that the practice is operating accordingly.
  • Administer all duties related to properly opening and closing the practice.
  • Verify the breakdown of dental benefits for all new patients prior to the new patient exam and consultation.
  • Perform other tasks as assigned by the office manager and doctor(s).
  • Maintain front office supplies.
  • Maintain and balance petty cash supply.
  • Sort, organize and distribute mail.
  • Maintain an appropriate office environment (As defined in practice policy).
  • Maintain regular, predictable attendance.
  • Other duties as assigned.


Minimum Requirements:

  • Knowledgeable in Dentrix (PMS) computer system and Microsoft.
  • Strong treatment planning & presentation skills.
  • Outstanding written and verbal communication skills.
  • Excellent communication skills.
  • Ability to perform detailed work according to established formats and protocols.
  • Ability to multitask.
  • Exceptional organizational skills.
  • Basic accounting understanding in regard to interpreting the practice’s aging reports.
  • Ability to multitask and work with interruptions.
  • Ability to develop and maintain strong relationships with patients and demonstrate a friendly attitude, even while under pressure or when patients are upset.
  • Ability to uphold financial policies while approaching patients in a friendly and supportive manner.
  • Ability to utilize the computer, copier, credit card processing equipment, etc.

Optional Requirements

  • Fluent in Spanish preferred.
  • Dental experience preferred.

Dental Assistant (DA) and Registered Dental Assistant (RDA)

Job Summary

The DA or RDA works on behalf of the patient and the dentist, helping to assure a high level of professional excellence in oral health care delivery. Provide oversight, leadership and mentorship to fellow dental assistants. As a partner to the dentist and an organizer of the department, the Lead RDA supports dental care delivery by assisting in the performance of dental procedures and carrying out the day-to-day operations of the back office.

Summary of Essential Job Functions:

  • Sterilize and disinfect instruments and equipment.
  • Prepare treatment rooms, instruments, and tray setups for dental procedures.
  • Greet and prepare patients for treatment.
  • Conduct patient health screening.
  • Perform diagnostic quality dental radiographic procedures.(Once trained and certified)
  • Assist the dentist during examinations and treatment procedures.
  • Conduct work in compliance with office policies and procedures, safety and Cal/OSHA guidelines.
  • Record medical and dental histories and vital signs of patient.
  • Ensure that patient records are accurate and complete, and that patient confidentiality is strictly maintained.
  • Participate in the achievement of patient satisfaction and office production goals by working efficiently and providing a high level of patient service.
  • Assist with other duties as directed in the attached Permitted Duties.
  • Provide patient education materials.
  • Maintain an appropriate office environment through cooperation and teamwork.
  • Maintain regular, predictable attendance.
  • Maintain an appropriate and adequate clinical supply in the dental practice while simultaneously remaining fiscally responsible by adhering to the established budget.
  • Assist the dentist or other health care provider during examinations and treatment in accordance with the provisions of the Dental Practice Act.
  • Support the patient by providing exceptional interpersonal and technical skills in the delivery of information and care as it relates to receiving treatment.
  • Participate in the achievement of patient satisfaction and office production goals by working efficiently and providing a high level of patient service.
  • Serve as an infection control officer, following infection control protocol and preparing and sterilizing instruments and equipment in compliance with office policies and procedures, safety and OSHA guidelines.
  • Prepare treatment room and execute proper tray set up by following prescribed procedures and protocols.
  • Maintain patient confidence and protect operations by keeping information confidential in accordance with HIPAA.
  • Ensure proper 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.
  • Conserve dental resources by using equipment and supplies as needed to accomplish job results.
  • Record patient medical and dental histories, vital signs and treatment information.
  • Provide postoperative instructions as prescribed and directed by the dentist or other health care provider.
  • Maintain regular, predicable attendance.

Minimum Requirements:

  • Current basic life support (CPR) certification.
  • Radiation Safety Certificate (X-ray license).
  • Two years of experience in a clinical setting.
  • Proof of course completion in the California Dental Practice Act (CDPA) and Infection Control for Dental
  • Assistants (8-hour) within 12 months of employment.
  • Good communication skills.
  • Ability to perform detailed work according to established formats and protocols.

Preferred Requirement:

  • Five years of experience in a clinical setting.
  • Working knowledge of Dentrix, dental software.
  • Fluent in Spanish
Posted 2026-07-17

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