efoda certified orthodontic assistant financial resume example with 10+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

With my work experience I have a plethora to offer, from customer service, financial coordination to orthodontic assisting. Because I was able to have multiple positions at Bennion Orthodontics I was able to become knowledgeable in all aspects of the orthodontic practice. It helped me with my customer service because I could answer any and all questions that came my way and I did not have to grab someone else or put the patent on hold. This made me even more efficient with my time and also knowledgeable to the other employees as well. Patient and customer care is always a number one priority because if they are satisfied and are taken care of it makes the job that much easier and rewarding in any job position.





Fast and efficient



Interpersonal communication

Team player but can also work solo

Dental terminology

Some ICD-10 coding

Excel, Word

Dolphin management

Trios and Medit experience

Dental and medical experience

Financial services

Dental/orthodontic assisting

EFODA certified

Basic Certified

X-ray Certified

EFODA Certified Orthodontic Assistant/ Financial, 02/2017 - Current
Scripps Health Oceanside, CA,
  • Checking/ entering patient insurance and their benefits
  • Contacting insurance carriers via phone, email, and fax
  • Checking patient credit reports
  • Insurance appeals
  • Autopay
  • Accounts payable and receivable
  • Calling on declines
  • Creating and sending claims
  • ICD-10 coding
  • Posting payments to patient and insurance ledgers (credit/debit/check/cash)
  • Running non-zero reports for open balances or credits in accounts
  • Creating checks for reimbursements for patients and employees and insurance refunds
  • Paying bills
  • Donations and fund raisers
  • Coding
  • Scanning
  • Customer service
  • Payroll
  • Monthly financial reports
  • Yearly financial reports
  • Calculating the profit share
  • Bank deposits and daily financial reports
  • Checking time cards
  • Applying on-call hours
  • Tracking wellness/vacation hours and shoe allowance
  • Quoting treatment fees
  • Creating treatment contracts
  • Scheduling appointments
  • Answering patient questions and concerns
  • Talking with other doctors
  • Coordinating appointments
  • Uploading and entering patient paperwork
  • Updating patient information and insurance information
  • Complete new hire paperwork
  • Assisted dentist in management of medical or dental emergencies.
  • Created and ran monthly staff meetings
  • Ran daily morning meeting
  • Checked emails, voicemails and mail
  • Assisting the doctor with laser, TADs, injections and tooth adjustments
  • Study model and final impressions and 3D scans
  • CBCT C-rays (uploading and creating the scans)
  • Taking intraoral and facial photos
  • Suresmile knowledge
  • Trios knowledge
  • Medit knowledge
  • Tray knowledge
  • Placing brackets, wires and color ties (ligature ties)
  • Removing brackets, cement, wires
  • Polishing teeth
  • Placing lingual bonded retainers
  • Placing removable retainers
  • Brushing and flossing instructions
  • Retainer instructions
  • Routine adjustment appointments
  • Placing appliances (lingual arch, nance, bionator, bands, expanders, etc.)
  • Tying into TADs and Kilroy appliance
  • Removing appliances
  • Cleaning/sterilizing and restocking
  • Placing bite turbos
  • Assisting with bonding new brackets and rebonding
  • Placing the NOLA system
  • Placing attachments on teeth for trays
  • Created trays for appointments
  • Took on call weekdays and weekends
  • Took out trash
  • Opened and closed business
Ophthalmic Technician , 09/2016 - 02/2017
Oregon Retina Center City, STATE,
  • Took patient vitals
  • Advised patients on ocular medications, dressings and contact lenses.
  • Sanitized ultrasonic instruments and equipment to avoid spread of disease.
  • Positioned equipment and stocked supplies to prepare operating suites.
  • Obtained and recorded medical information
  • Visual complaints, discomforts, or improvements
  • Administering multiple difference medical grade eye drops
  • Logging eye pressure
  • Helped administer fluorescent dye into the blood stream
  • Fluorescein angiography and other photographs of the retina and fovea
  • Caring for post-op patients
  • Assisting the doctors with injections
  • Patching patients
  • Scheduling and rescheduling appointments
  • Faxing
  • Referrals
  • Scheduling surgeries
  • Updating patient information
  • Handling money/taking copays
  • Sat in on an eye surgery
Barista/ Senior Barista , 03/2012 - 08/2016
Kristina Glossop City, STATE,
  • Customer service
  • Operating a cash register
  • Handling money
  • Daily cash drops
  • Daily sales reports
  • Stocking the coffee house/supply runs
  • Making default drinks and creating custom drinks
  • Opening and close the business
  • Cleaning
  • Training new employees
  • Working as a team and solo
  • Memorizing multiple car orders at once
  • Multitasking
Education and Training
: , Expected in 02/2018
EFODA Certified Orthodontic Assistant - ,
Status -
: , Expected in 02/2018
Certified Dental Assistant - ,
Status -
: , Expected in 10/2017
X-ray Certified - ,
Status -
Associate of Science: Behavioral And Social Sciences , Expected in 06/2015
College of The Redwoods - Crescent City, CA,
Status -

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Resume Overview

School Attended

  • EFODA Certified Orthodontic Assistant
  • Certified Dental Assistant
  • X-ray Certified
  • College of The Redwoods

Job Titles Held:

  • EFODA Certified Orthodontic Assistant/ Financial
  • Ophthalmic Technician
  • Barista/ Senior Barista


  • Associate of Science

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