Division of Duties in a Dental Practice, Part 4: The Finance Coordinator

Sandy Pardue, Division of Duties in a Dental Practice, Part 4: The Finance Coordinator
Speaker: Sandy Pardue
CE Credits: 1.5
Format: PDF
This course details how to establish an effective financial coordinator position in the dental practice. It includes a sample job description, the key tasks of the position, and how to find and hire t...more
  • Released: 5/1/2021
  • Expiration Date: 6/30/2025
  • Review Date: 6/30/2022
CE Details
Credit Details
This electronically delivered self-instructional program is designated for 1.5 hours of CE credit by Farran Media.
AGD Code: 550.

There is no fee to view this course. There is a fee of $36 to take the exam and claim CE credits for this course.

The topic of money in the dental practice is often a difficult one. As a business owner, you need money from patients to cover your overhead. Many patients see their financial responsibility as a hurdle and it’s a common reason they put off treatment. The majority of patient issues, and the main reasons patients leave dental practices, are often connected to money in some way.
Because a dental practice cannot survive without cash flow, it’s important to have the financial area of your practice well established with systems and a trained person making financial arrangements and collecting payments. Even if a doctor provides excellent dentistry, without a well-run financial department, the practice may end up with low treatment acceptance and patient acceptance, less-than-average collections, and a high number of upset patients and no-shows. It’s important to have the right person in the financial coordinator position—ideally, someone with interpersonal skills who can work with patients to create financial solutions so treatment is accepted and paid for.

Educational Objectives:
Upon completion of this course, you should be able to:
  • Create a financial coordinator job description and checklist.
  • Hire or appoint the best person for the position.
  • Collect payment for a higher percentage of services delivered.
  • Implement effective financial policies and guidelines.
  • Better manage the financial area of the practice.
Description of Speaker:
Sandy Pardue is an author, practice-management consultant and an internationally recognized lecturer. For over 25 years, she has assisted hundreds of doctors with practice expansion and staff development. She is known for her comprehensive and interesting approach to dental office systems, and offers a refreshing point of view on how to make a dental practice more efficient and productive.

The author declares that she has a financial interest in consulting dental professionals in the subject matter she has written about.

CE Policies
American Dental Association (ADA), Continuing Education Recognition Program (CERP) provider
Farran Media is an ADA CERP Recognized Provider. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry. Concerns or complaints about a CE provider may be directed to the provider or to ADA CERP at https://ccepr.ada.org. For any questions, please contact Nareg Apelian, DMD, Director of Continuing Education at nareg@farranmedia.com.
American General Dentistry (AGD), Program Approval for Continuing Education (PACE) approved, FAGD / MAGD Credit Farran Media is a nationally approved PACE Program Provider by the Academy of General Dentistry. Approval does not imply acceptance by any regulatory authority or AGD endorsement. The current term of approval extends from 1/1/2023 to 12/31/2026. Provider ID# 304396
This activity meets the educational criteria required for verifiable Continuing Professional Development under the General Dental Council Lifelong Learning scheme and represents 1.5 hours of verifiable CPD.

Legal Disclaimer:
The CE provider (Farran Media) uses reasonable care in selecting and providing content that is accurate. The CE provider, however, does not independently verify the content or materials. The CE provider does not represent that the instructional materials are error-free or that the content or materials are comprehensive. Any opinions expressed in the materials are those of the author of the materials and not the CE provider. Completing one or more continuing education courses does not provide sufficient information to qualify the participant as an expert in the field related to the course topic or in any specific technique or procedure. The instructional materials are intended to supplement, but are not a substitute for, the knowledge, expertise, skill and judgment of a trained health care professional.

Continuing education credits issued for completion of online CE courses may not apply toward license renewal in all licensing jurisdictions. It is the responsibility of each registrant to verify the CE requirements of his/her licensing or regulatory agency.

State CE Requirements:
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Refund Policy
There are no refunds for Online CE courses. Please contact technical support if you run into technical difficulty.

CE Contact
For any questions, please contact Nareg Apelian, DMD, Director of Continuing Education at nareg@farranmedia.com
To reap the full benefits of this CE course, the presenters (Howie Horrocks and Mark Dilatush) have agreed to create a marketing plan specifically tailored to your practice and your specific market area. Having your marketing plan printed and open while you view the course material, will greatly individualize your learning experience.
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