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indirect supervision Help explain office policy to patients Confirm the next day’s appointments according to protocol and patient preferences Schedule patients for efficient use of doctor and staff time Check patient quick-fill list to try to fill in cancellation and no-show appointment times Collect payment from patients at the time of treatment Make follow-up appointments as needed Prepare financial treatment plans and present plan options to patient at end of their appointment Assist in the treatment room as needed Records Management Gather and accurately record insurance information from patients See that records are stored securely and handled in compliance with HIPAA privacy and security regulations Accurately file patient information Arrange patient charts and radiographs for the next day’s appointments Track cases and referrals to and from other doctors Insurance Update insurance information on all patients at all times Submit treatment plans for predetermination of benefits Prepare claim forms for patients with dental insurance Organize supporting materials for claim forms, such as radiographs or written narratives, as directed by Dr. S..