Dental Treatment Coordinator

About the role

The Treatment Coordinator serves as an advocate and educator in creating treatment plans for dental care. The role is essential in securing treatment plan acceptance and coordination of financial resources and/or insurance requirements and billing practices. Additionally, this role assists in greeting patients, scheduling appointments, answering phones, and other office responsibilities as required. The Treatment Coordinator exhibits an efficient, knowledgeable and positive countenance to every patient experience.

Responsibilities

• Conduct interview to understand the patient’s oral health history, concerns, and objectives.
• Explain the treatment plan, address patient concerns and answer any questions.
• Assist the patient in prioritizing the treatment and establish a plan for scheduling and payment.
• Build trust and understand the patient’s objectives.
• Conduct financial consultations with all new patients and with existing patients when new treatment plans are presented.
• Manage and maintain the payment options and policies for patients to uphold the practice’s financial integrity.
• Understand the practice’s policy on working with dental benefit plans and educate patients on their dental benefits.
• Bill dental insurance, post payments, and claim estimations as required.
• Oversee and track dental benefit plan accounts receivable and follow up on claims regularly to ensure timely payment.
• Communicate with all outside and third‑party financing companies offered to patients and educate patients on the available outside financing options.
• Track patient accounts receivable and outstanding balances to ensure timely payment.
• Assist in the practice’s collections protocol for all outstanding balances.
• Introduce new patients to the practice by reviewing health history, explaining the doctor’s examination, and highlighting practice features.
• Conduct treatment consultations with all new patients and with existing patients when new treatment plans are presented.
• Greet and check patients in and out before and after treatment.
• Answer incoming calls, including new patient inquiries, emergencies, scheduling appointments, requesting records, and follow‑up.

Requirements

• Previous front‑office dental experience (required).
• Computer proficiency and ability to learn new programs, including Microsoft Office Suite.
• Knowledge and experience with dental treatment plans and insurance requirements (preferred).
• Familiarity with dental/medical practice management software (preferred).
• Demonstrated initiative, dependability, and promptness.
• Strong time‑management and organizational skills to manage multiple activities.
• Ability to work in a fast‑paced environment.
• Strong written, presentation, and communication skills.
• Ability to travel between locations, if applicable.
• Independent thinking combined with a teamwork approach.
• Accurate creation of written reports, training presentations, and correspondence.
• Excellent telephone techniques and clear communication with patients and team members in person and by phone.

Benefits

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance