Patient Finance Manager

Position Summary

The Patient Financing Manager oversees Lightwave Dental's Internal Patient Financing program across all practice locations. Reporting to the Senior VP of RCM, this role will manage direct reports, serves as the organization's primary expert on in-office financing and Open Dental payment plan administration, and owns the Internal Finance Reporting process. The ideal candidate is detail-oriented, experienced in dental billing and revenue cycle operations, and comfortable working across multiple locations in a DSO environment.

Key Responsibilities

Financing Program Management & Office Compliance

• Audit each office to ensure financing paperwork is complete and accurate, including signed recurring payment authorization forms and required state-specific notices

• Verify that offices are entering all required financing details in Open Dental and that Billing Types are correctly configured for accurate reporting

• Follow up with practice managers to resolve missing or incomplete documentation

Reporting & Payment Monitoring

• Monitor regional reporting tabs (All Billing Types, Flex Billing Types, TSI Billing Types, and Ortho Reporting) to track patient counts, estimated financed amounts, remaining balances, and overdue percentages by region and office

• Manage the Contact List: transfer overdue accounts from the OVERDUE Patients tab, diagnose the reason for delinquency, and drive each account to resolution

• Execute the delinquent account outreach protocol using Past Due Payment Plan templates

• Manage expired card failures using the same outreach cadence; notify the practice manager via Task Notice and confirm the recurring charge is restored once the card is updated

• Monitor Estimated Financed Amounts and Remaining Balances across all regions, 

Open Dental Administration

• Serve as the primary Open Dental resource for Internal Financing setup, billing configuration, and troubleshooting across all locations

• Train and support office staff on financing workflows, documentation standards, and reporting requirements

Team Management

• Directly supervise Patient Finance Specialist(s), including goal-setting, regular check-ins, and annual performance reviews

• Assign and monitor daily auditing responsibilities, ensuring specialist(s) complete both Recurring Payment Audits and Paperwork Audits for all assigned locations

• Oversee audit quality: confirm the specialist(s) are documenting payment issues, verifying required financing documentation, cross-checking Billing Types and recurring credit card setup against signed paperwork 

• Review daily Scorecard tab submissions to confirm audit progress is being recorded to the reporting source

Qualifications

Required

• 3–5 years of experience in dental billing, revenue cycle, or patient financial services

• Proficiency in Open Dental, including payment plan setup, billing type configuration, and reporting

• Knowledge of dental insurance, CareCredit, and third-party financing options

• Advanced Microsoft Excel skills and experience with multi-provider financial reporting

• Experience managing, mentoring, or training direct reports or fellow team members

• Strong organizational skills and ability to manage compliance across multiple locations

Preferred

• Experience with Power BI or similar financial reporting dashboards

Compensation & Benefits

• Competitive salary commensurate with experience

• Health, dental, and vision insurance

• Paid time off and holidays

• Continuing education and professional development support

• Growth potential within a collaborative, mission-driven DSO