Treatment Coordinator

About the role

The Treatment Coordinator is responsible for the ideal New Patient experience, following the full assessment by the doctor. The role involves spending time with patients to answer questions related to treatment and fees, ensuring patients leave well informed with all their questions answered about treatment options and alternative fees introduced.

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, remind patients to fill out paperwork if they have not already to ensure patient is seen in a timely manner
• Put patients and parents at ease with a friendly meet and greet
• Introduce patients to the office and present office tour with patients and parents
• Support the office, doctor, and team members
• Discuss treatment plan with patients/parents
• Document diagnostic findings, detailed treatment recommendations and any other pertinent information discussed during the initial consultation by the doctor or treatment coordinator
• Explain office policies and procedures
• Schedule contract, records and any follow up appointments needed in Practice Management System
• Maintain and utilize recall system
• Maintain a 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
• Remind 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
• Prepare contracts; discuss financial arrangements; have responsible party sign
• Explain risks and limitations and have patient sign
• Enter treatment plan in chart/computer
• Maintain cleanliness and neatness of work area
• Educate and discuss the dentist's treatment plan, after the dentist has diagnosed and reviewed the treatment with a patient
• Discuss dental benefits when applicable
• Send pre-estimates and follow up with patients
• Educate patients about veneers, implants, crowns, bridges, Ortho, Perio and any other treatment that was diagnosed by the dentist
• Utilize technology in the office, e.g. digital photos, intra oral camera photos when educating patients and discussing treatment
• Deal with difficult patients and perform public relation calls to patients
• Monitor 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

Benefits

• Care for your wellbeing and work-life balance
• Career development
• Professional and personal growth
• Experienced leadership support
• Fun and supportive team dynamic with events and celebrations
• Excellent compensation and comprehensive benefit package