Front Office Lead II Sherman Oaks

Front Lead II - Monday - Friday and 2 Saturdays a month.

Join a fast growing dental group that has the ability to be your home for a long time! We are looking for team players that want to lead a dental office with significant dental experience.

• Growth potential - our FrontTrack allows you to grow in your front office career with us with reimbursements for courses after tenure with us

• Bonus program - very robust program for office and front office performance

• Mentorship - ability to grow as a front office with a proven track of progressing from receptionist to front office lead to RM

• Culture - many of our team members have worked with us for 5+ years and there is tremendous growth opportunity

What Makes Us Unique: Earn monthly bonuses, learn how to treatment plan all specialties and all insurances, fast promotion cycle, ability to get full hours

• Treatment Planning with accurate fees including Sunbit/CareCredit/Cherry, get patient signatures

  • Daily huddles

  • Call Trello board patients for authorizations daily

  • Daily Subscribili members

  • Manage specialists schedules and referrals

  • Attached procedures and fees a day before for all upcoming appointments

  • Consent forms and collect payments at check in

• Payments/Insurance

  • Weekly insurance tasks - EOBs, denials, Denti-cal auth

  • Deposits weekly

  • Daily Deposit slips

  • Daily production sheets

  • Process all payment plans including Invisalign

  • Scan checks to billing@clovedds.com

  • Send and call patient invoices

• Fill Schedule (Call, email, and Text all of these)

  • Lists (left side of Open Dental) > Recall

  • Reports > Standard > Lists > Treatment Finder

  • Lists (left side of Open Dental) > Unscheduled

  • Problem patients on schedule call daily

  • Reports > Standard > Lists > Broken Appointments

  • Lists > ASAP

  • Clean up physical charts if any and put into software and call patients for appointments

  • Bring patients in earlier - we have an earlier appointment

  • Check lab cases and see if can schedule appointments from that

• Patient Experience

  • Answer phone calls within 2 rings

  • Maintain a professional demeanor and attire fitting with Company policies

  • New patient tours

  • Limit wait times and manage patient flow

  • Maintain a clean office environment at all times

  • Make sure everyone wears name badge at all times

  • Get daily reviews

  • Check In / Check out

  • Check NP forms for all New Patients and mark in Open Dental NP source

  • Confirm Unconfirmed Patients each morning at opening 2 days before: Call, text, AND email patients

• Leadership

  • Train support staff (front, assistants, hygiene, dentists) and bring the office up

  • Arrive on time and stay until close

  • Build schedules to have productive days and be willing to work as needed

  • Willing to listen to feedback and grow

  • Recommend new patients to our offices

  • Refer new staff to the recruiting team

  • Volunteer for our events, social work, and marketing efforts

Includes all Receptionist I–III and Front Office Lead I responsibilities. Front Office Lead II has increased accountability for overall office performance, team execution, and KPI achievement. Responsibilities may be delegated, but Front Office Lead II remains accountable for ensuring the work is completed and standards are achieved.

• Lead daily front-office operations and hold the team accountable for phones, scheduling, check-in/checkout, patient flow, and patient experience.

• Own treatment-plan presentation and follow-up, including estimated costs, financing options, case acceptance, and scheduling recommended treatment.

• Drive schedule performance through recall, reactivation, unscheduled treatment, cancellation, no-show, and same-day fill management.

• Own front-office collections, patient balances, and consistent execution of payment and financing workflows.

• Review schedules and patient records to identify production opportunities, outstanding treatment, balances, incomplete forms, and operational issues.

• Train, coach, and provide daily direction to Receptionist I–III and Front Office Lead I team members.

• Monitor front-office KPIs, patient reviews, lab cases, follow-up lists, exception reports, and recurring responsibilities.

• Identify execution gaps, ensure corrective action is taken, and reinforce Company workflows and standards.

• Resolve patient concerns and front-office operational issues and escalate significant clinical, HR, compliance, or financial matters appropriately.

• Drive achievement of office production, collections, reappointment, scheduling, treatment-conversion, patient-experience, and profitability goals.

• Hold Receptionist I–III and Front Office Lead I team members accountable for the quality, timeliness, and consistency of their work.

• Proactively identify and correct performance gaps in production, scheduling, collections, reappointment, treatment conversion, patient experience, and front-office execution.

• Provide ongoing performance feedback, document recurring performance concerns, and implement coaching or corrective action in accordance with Company processes.

• Review office performance trends and develop and execute action plans when KPIs are below expectations.

• Manage escalated patient concerns and operational issues that cannot be resolved by Receptionist I–III or Front Office Lead I.

• Take greater ownership of front-office staffing, coverage, onboarding, training, and daily operational decisions.

• Monitor office profitability and identify front-office opportunities to improve production, collections, schedule utilization, and operating performance.

• Review exception reports for trends and recurring failures, assign corrective actions, and verify identified issues are resolved.