Customer Service, Sales, Management, Leadership

Wendie Swazo

**** **** ******, ***********, ** **021

303-***-****, ad6jwo@r.postjobfree.com

Offering world class customer service to all patients, guest and members with skills gained through years of experience in multiple customers service fields like hospitality, dental and fitness. Professional Experience

Dentistry at Golden Ridge – Golden CO --- Office Manager/Administrator- 2023-Present

• As an Office Manager/Administrator I am responsible for the overall running of the practice while managing the front office and clinical teams while supporting two doctors daily. Responsible for daily, weekly, monthly goals of the office financially as well as service goals. Roles include Treatment/Financial/Patient and Insurance Coordinator. Process all insurance claims in and out, AR/AP/EOD/EOM/EOY. Transition and train all team on On-Boarding, Off-Boarding, Facilitate all monthly, quarterly and yearly office meeting. Daily and monthly and yearly new patient goals

• Process and post all insurance claims, postings and appeals, Manage all aging within the guidelines and goals of the 30/60/90 day as well. Process all collections in and out of the office as needed. Send all patients statements timely and follow up. Follow up and schedule all overdue or unscheduled treatment of patients to meet the schedule and practice goals on both Hygiene and Treatment side.

• Proficient in Dentrix, Eagle Soft, Multiple Insurance Verification lines and sites, HR Guidelines, Reviews, Training and Culture training. Google Docs, Excel, and many other software apps. Confirming and Scheduling systems as well as Chatbot and Marketing sites. Third Party Financing Sites. Denver Restorative Dentistry (Prosthodontist Specialty Office)- Broomfield CO, Longmont CO Treatment Coordinator/Front Office- 2019-2022

• Main focus is to assist patients in reaching their dental goals by smoothly moving them

• through case acceptance and the treatment processes for the dental services needed as most patients are very anxious, concerned and need options on how to afford dentistry.

• While being the liaison between the doctor and the patient I am responsible for gathering information in the new patient experience (100+ New Patients Monthly) as wells coordinating treatment plans with the doctor in order to provide accurate treatment plans with confidence, in a timely manner and with full awareness of insurance coverage and limitations.

• Responsible for internal accounting duties, support the practices goals and profitability, exceed monthly collection and production goals while managing all doctors’ schedules and surgery schedules in house and coordinating offices. On average most treatment plans range between $10, 000-$65,000 daily so offering financing and being confident in asking for large collections and options to afford the treatment. On average the patients are in treatment for 4-12 months so being the liaison while they are going through treatment and the process from beginning to end. Proficient with time management and balancing many moving parts at once and daily schedules and requirements. Daily collections that include patient portions day of service, processing and sending daily

• insurance claims with appropriate attachments and documentations to receive 100% of the funds quickly for the practice. Also utilize all third- party financing options wisely and when needed.

• Provide world class service to all patients, team and suppliers by communicating effectively and positively. Proper phone etiquette by answering with a smile and thanking them for calling. Patient come first attitude.

• Process and post all patient payments, electronic payments, A/R timeline. Submit all monthly statements and documents, courtesy calls to collect outstanding balance all with in the 30day timeline, send accounts to collections if not able to collect in a timely fashion.

• Provide all information for technology updates, office support, and new processes as changes/additions that occur and implement accordingly. Process EOD, EOM, Petty Cash, Deposits to bank (Check Scanner) and reconcile all credit cards and financing. Orangetheory Fitness, Boulder, Lafayette, Arvada and Applewood Studio-Front Team Member and NASM Certified Personal Trainer & Coach 2017-2021

• Front Desk responsibilities include all class check ins and reconciles, daily sales goals

• with calls and tours, daily, weekly and monthly new membership goals and retention of current members, various shifts with opening and closing the studio, managing all customer complaints and

• feedback with a positive resolution on a daily basis, 100% customer satisfaction, various cleaning duties and all offsite events in the local communities to promote the brand.

• NASM Personal Trainer/Coach responsibilities include providing a pre-designed template to a group of 20-45 members in a fast paced 60-minute workout, On-Mic coaching in a group class setting while offering corrections, coaching and encouragement to keep all members safe and

• increase their overall heath, meet all daily and monthly sales goals, weekly coach calls and follow up to intro calls, coach classes at multiple studios, attend and work all outdoor events in the local communities to promote the brand, Maintain CE’s required and CPR/AED Certifications. STANDLEY SHORES DENTAL GROUP, (Heartland Dental), Westminster CO- Business Assistant 2017 to 2019

DR. RODGER MILLER DDS – VALMONT DENTAL, Boulder, CO Front Office-Business Manager /EDDA 2014-2017

DR. MARK JAFFEE DDS, Boulder, CO

DENTAL ASSISTANT, 2012 to 2014

CREDENTIALS INCLUDE:

Dental Assistant Training; ADAC Dental School, Longmont CO Dental Assisting Diploma 2012 Certified Dental Radiographer CPR Certified E4D Certified Clinical & Computer Skills; Eagle Soft I Practice Works Dentrix Teeth Cleaning Dental Radiographs I Bleach Tray & Temporary Crown Fabrications Instrument Sterilization Temporary Fillings Operatory Preparation Model Casting Fluoride & Sealant Applications 1995-2019- MARRIOTT INTERNATIONAL/-HOTEL/HOSPITALITY MULTIPLE LOCATIONS -COLORADO

• Various roles/positions from hourly to management

• Front Desk/Office, Sales, Events, Food and Beverage and Operations

• Select Service, Full Service and Luxury Brands

REFERENCES UPON REQUESTED

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