Job Description: Billing & Insurance Coordinator

A job description for a billing and insurance coordinator, with blanks for who the role reports to, the practice management software, and status. It describes the position as a second checkpoint after patient checkout. Responsibilities include reviewing charts after checkout, checking procedure codes and invoices, confirming x-rays are billed and attached, applying deposit payments, preparing claims and documentation, checking assignment of benefits, and opening and sorting mail and insurance payments daily.

Use it to hire for the role, split duties between the front desk and billing, or set expectations for someone already doing the work without a written description. Office managers can also turn it into a daily task checklist for the position.