Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Felicity Marshall

3/39 Byron Road Kalamunda ,WA

Summary

Professional with comprehensive experience in front office operations, adept at managing high-volume environments with efficiency and poise. Known for strong communication skills, organizational abilities, and keen attention to detail. Collaborative team player focused on achieving results and adapting to changing needs seamlessly. Proficient in scheduling, customer service, and administrative support, ensuring smooth daily operations.

Experienced with maintaining accurate financial records and managing data entry efficiently. Utilizes the knowledge of financial software to streamline accounting processes and ensure timely reconciliations. Keeping on track record of ensuring regulatory compliance and supporting financial decision-making through detailed reporting.

Overview

30
30
years of professional experience

Work History

Office Bookkeeper

Carmel Cider
11.2022 - 06.2024
  • Enhanced cash flow management through timely invoicing and collection of outstanding receivables.
  • Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into Xero accounting software.
  • Prepared monthly bank reconciliations to ensure accurate representation of company's financial position.

Receptionist/Practice Management/Dental Nurse

All Below
01.1994 - 12.2023

Receptionist

  • Greeted incoming patients and dental representatives professionally answering any general questions dental inquiries.
  • Operated multi-line telephone system to
    answer and direct high volume of calls responding to inquiries from callers seeking information and appointments.
  • Organized, maintained and updated information in computer databases, handling correspondence, filing documents, and managing office supplies inventories.
  • Collect cash, cheque or HICCAP payments, processed transactions and updated relevant records, and balance payments at the end of each day.
  • Discussed medical histories with patients in effort to provide most effective medical advice coinciding with dental treatment.
  • Maintained detailed patient records accurately, ensuring data privacy regulations compliance and facilitating seamless coordination among dental staff. Managed sensitive patient information with strict adherence to ADA guidelines.
  • Assisted with onboarding new clients and securing paperwork completion.
  • Resolved customer problems and complaints.
  • Improved appointment scheduling system, reducing wait times and increasing client satisfaction.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Presented financial arrangements clearly to patients, enabling informed decisions about payment options and timelines.
  • Ensured compliance with healthcare regulations, maintaining up-to-date knowledge on industry standards and best practices.
  • Increased case acceptance rates through persuasive presentation of treatment options, benefits and addressing any concerns they may have.
  • Corresponded with clients and other medical and dental practices through email, telephone, or postal mail.
  • Managed the coordination of complex multi-disciplinary cases involving multiple specialists, ensuring timely completion of treatments.
  • Reduced no-show appointments by implementing a reliable reminder system including phone calls, texts, or emails as preferred by each individual patient.
  • Handled incoming and outgoing package deliveries, working with vendors to complete special requests and track missing packages.
  • Balanced employee availability, customer schedules, and maximum load levels when scheduling appointments.

Practice Management

  • Organized daily huddles with dental team members to review schedules, discuss potential challenges, and prepare for success throughout the day.
  • Facilitated communication between dental staff members, fostering a positive work environment and seamless patient care.
  • Tracked target information using excel and dental programs to produce spreadsheets and run reports generating graphs using the data.Defined clear targets and objectives and communicated to other team members.
  • Recruited, interviewed and hired employees. Built a high performing team through effective recruitment, and on the job training at work via correspondence. Mentored junior team members for career advancement.
  • Managed and motivated employees to be productive and engaged in work. Resolved staff member conflicts, actively listening to concerns and finding appropriate solutions.
  • Cross-trained existing employees to maximize team agility and performance. Organized professional development programs for staff, leading to improved performance and skill sets. Established team priorities, maintained schedules.
  • Managed budgets and controlled dental inventory to keep costs down by optimising stock levels so the business was operating within budget and increase profits.
  • Improved and maintained organised safety procedures to create safe working conditions for workers and patients.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Trained personnel in equipment maintenance.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
  • Scheduled office meetings and client appointments for staff teams.
  • Supervised team of 10 dental personnel.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.

Dental Assistant

  • Provided chairside assistance during dental procedures, anticipating dentist needs and preventing interruptions in workflow efficiency.
  • Demonstrated commitment to patient safety by adhering strictly to established protocols and guidelines for infection control, radiation exposure minimization, and hazardous materials handling.
  • Maintained adequate stock of dental materials and instruments to deliver high-quality patient care.
  • Enhanced patient comfort by providing compassionate care and thorough explanations of dental procedures.
  • Assisted dentists in improving treatment efficiency by preparing necessary instruments and materials before appointments.
  • Continuously updated knowledge on industry best practices through participation in professional development workshops and seminars related to dental nursing skills enhancement or new technologies adoption within the practice.
  • Performed routine preventive maintenance on dental equipment, minimizing downtime due to malfunctions or technical issues.
  • Assisted dentists in the development of customized treatment plans, ensuring optimal patient outcomes.

Receptionist and Dental Nurse

Kalamunda Dental Care
01.2020 - 12.2023

Surgical Theatre Nurse/IV Sedation Receptionist/Treatment Co Ordinator

Dr Jane McCarthy
01.2017 - 12.2020

Receptionist/Dental Nurse Relief Practice Manager

Mandurah North Dental Clinic
01.2012 - 05.2017

Receptionist/Practice Manager

Platinum Smile Dental Centre
01.2004 - 03.2012

Receptionist/Practice Manager/Dental Assistant

David Eaton’s Dental Surgery
01.1997 - 01.2004

Education

Certificate 3 In Accounts Administration - Accounting

South Metropolitan TAFE
Mandurah
01.2012

Certificate 3 in Dental Assisting - Dental Nursing

Wembly Tafe
Wembley, WA
01.1993

Year 12 High School Certificate - Secondary Education

Kalamunda Senior High School
Kalamunda, WA
01.1991

Skills

  • Front desk operations, office and business administration
  • Customer/client relations, telephone skills
  • Basic bookkeeping data inputting Xero, MYOB, Dental Programs and accounts receivable
  • MS office expert, proficient in adobe software
  • Expense tracking/ Inventory tracking and ordering
  • Scheduling, project management, coordination
  • Excellent communication skills, both verbal and written
  • Business development, staff management,
  • Office equipment operations
  • Superior attention to detail, meticulous, exceptional organizational and time management skills while managing multiple projects
  • Work's effectively in fast-paced environments
  • Skilled at working independently or collaboratively in a team environment Providing support and guidance when needed Demonstrates respect, friendliness towards fellow workers
  • Proven ability to learn quickly and adapt to new technology and software applications Committed to continual improvement
  • Self-motivated, with a strong sense of personal responsibility Strong work ethic

Accomplishments

  • Achieved making my own webpage from scratch for my home candle making business.
  • Used Microsoft Excel to develop inventory tracking and spreadsheets.
  • Introduced online new patient forms, streamlining intake process.
  • Negotiated with suppliers and ordered inventories and supplies in bulk, saving office money.
  • Mentored over many dental assistants in my years.
  • Supervised team of 10 staff members.

Timeline

Office Bookkeeper

Carmel Cider
11.2022 - 06.2024

Receptionist and Dental Nurse

Kalamunda Dental Care
01.2020 - 12.2023

Surgical Theatre Nurse/IV Sedation Receptionist/Treatment Co Ordinator

Dr Jane McCarthy
01.2017 - 12.2020

Receptionist/Dental Nurse Relief Practice Manager

Mandurah North Dental Clinic
01.2012 - 05.2017

Receptionist/Practice Manager

Platinum Smile Dental Centre
01.2004 - 03.2012

Receptionist/Practice Manager/Dental Assistant

David Eaton’s Dental Surgery
01.1997 - 01.2004

Receptionist/Practice Management/Dental Nurse

All Below
01.1994 - 12.2023

Certificate 3 In Accounts Administration - Accounting

South Metropolitan TAFE

Certificate 3 in Dental Assisting - Dental Nursing

Wembly Tafe

Year 12 High School Certificate - Secondary Education

Kalamunda Senior High School
Felicity Marshall