Treatment Coordinator

Essential Duties and Responsibilities

• Personal confirmation of all exam, observation, and recall patients
• Maintains a low percentage of no-shows by confirming patient appointments the two nights before and continually monitoring and moving new Patient appointments to maintain a full productive exam schedule every day
• At confirmation call, reminds patients to fill out paperwork if they have not already to ensure patient is seen in a timely manner
• Putting patients and parents at ease with a friendly meet and greet
• Introducing patients to the office
• Presenting office tour with patients and parents
• Support of the office, doctor, and team members
• Discussion of treatment plan with patients/parents
• Documentation of diagnostic findings, detailed treatment recommendations and any other pertinent information discussed during the initial consultation by the doctor or treatment coordinator
• Explanation of office policies and procedures
• Schedules contract, records and any follow up appointments needed in Practice Management System
• Maintain and utilize recall system
• Maintaining start conversion percentage goal of 65% per month
• Enter/print/mail patient letters to patients and doctors
• Pre-write/print new patient exam letters to doctors and extraction/prescription letters for doctors to review and sign
• Follow up on exam patients. Utilize a tracking spreadsheet to track and document at least 3 contacts post-exam with all pending exam patients or more with strong pending patients
• Reminds Doctors of any needed letters, x-ray readings, emails to referring doctors, etc. that are required to finish the New Patient exam process and enroll the patient into treatment
• Back up-front desk by being third on phones
• Prepares contracts - discusses financial arrangements-has responsible party sign
• Explains risks and limitations and has patient sign
• Enters treatment plan in chart/computer
• Maintains cleanliness and neatness of work area
• Utilizing technology in the office, e.g. digital photos, intra oral camera photos when educating patients and discussing treatment
• Dealing with difficult patients and doing public relations calls to patients
• Monitoring treatment plans and case acceptance

Education And/or Experience

• High school diploma or equivalent
• 1+ years of experience with dental or orthodontic treatment planning experience, preferred
• 6+ months of sales experience, preferred
• Bilingual in Spanish, preferred