Collect · Clear barriers · Protect revenue
Maximizing Collections. Removing Financial Barriers.
Your Financial Coordinator isn’t just an administrator, they’re the financial powerhouse of your practice. They protect revenue, clear patient roadblocks, and make sure every dollar earned makes it into your account.
Start building a stronger team today!
Build a Financial Coordinator Who:
Five outcomes every financial coordinator on this path is trained to deliver.
Masters insurance: estimates, claims, follow-up, and fee schedules
Handles patient finances with confidence and empathy
Creates clear arrangements, payment options, and collections
Ensures organizational excellence on the money side
Strengthens communication and teamwork across the practice
Your Path to Excellence
Five steps from new hire to confident financial conversations.
Each step is a group of courses on the platform. Assign the path to a new team member and the training runs in this order.
Foundations
Initial team training, everybody starts here
Role Mastery
Complete Financial Coordinator job training
Customer Service
Patient-first financial conversations
Communication
Clarity when money and care intersect
Case Support
Basic case acceptance and advanced people skills
What's Included
- Step-by-step training modules
- Practical tools and templates
- Real-world scenarios
- Quizzes and assessments
- Certificate of completion
Everything you need to build skills, confidence and real impact in your practice.
With DDS Success you will:
- Train every role quickly and efficiently.
- Free up your Office Manager and top team members.
- Empower new hires to succeed, while identifying those who aren’t the right fit.
What are you waiting for? Build a financial coordinator who gets treatment paid for, starting today!
Start now and watch your practice grow!