Financial Coordinator Training Course

The Guardian of Practice Revenue & Patient Financing

The Financial Coordinator plays a critical role in ensuring the financial health of the practice. From handling patient financial arrangements to managing insurance claims and collections, this position is essential for keeping revenue flowing smoothly. Without proper training, common financial frustrations can arise, including:

• Billing mistakes—the #1 cause of patient complaints and lost trust.
• A gap between production and collections—meaning services are provided, but payments aren’t received.
• Treatment plan acceptance without follow-through—patients say “yes” in the chair but never schedule or pay.
• Insurance confusion and runarounds—leading to delays, denied claims, and financial headaches.

This comprehensive 3.5-hour course provides step-by-step training on all aspects of the Financial Coordinator role, ensuring full confidence in managing accounts, financial discussions, and insurance processes. With mastery of these skills, the financial side of the practice becomes smooth, predictable, and frustration-free—for both the team and the patients.

Course Objectives

• Master the Role & Responsibilities of the Financial Coordinator
  Understand how this position impacts the practice’s financial success and patient experience.
• Handle Financial Arrangements with Confidence
  Learn how to discuss costs with patients and present payment options for small to large cases.
• Navigate Insurance Billing & CDT Codes
  Gain clarity on insurance claims, payments, insurance follow-up, and what insurance may and may not cover.
• Ensure Efficient Billing & Payment Collection
  Implement best practices for keeping accounts current, reducing outstanding balances, and maximizing collections.
• Develop an Efficient Financial Workflow
  Streamline processes to eliminate confusion, improve accuracy, and minimize billing-related patient upsets.
• Access Downloadable Policies, Forms & Checklists
  Use practical tools to track finances, manage accounts, and ensure consistent collections.

3.5 CE Hours

By completing this course, Financial Coordinators will have the certainty, skills, and strategies needed to create a seamless financial process, keeping both the practice and its patients happy!