Treatment Coordinator

About the role

The Treatment Coordinator reports to the Office Manager. The mission of the role is to create an exceptionally welcoming patient experience that puts guests at ease, builds relationships, and sets the stage for a positive and productive appointment. The Treatment Coordinator will also be responsible for maintaining a collections rate of 95% or higher, helping create a distinctively different experience in dental care while representing and maintaining the Dental Excellence brand of friendliness, professionalism, and stellar service.

The results of this position will assist with industry-leading patient net promoter scores and a high percentage of patient referrals.

Responsibilities

• Patient Onboarding & Consultation
  • Complete internal 5-star certification to qualify for handling new patient phone calls.
  • Direct and optimize the comprehensive onboarding process for all new patients.
  • Present clinical recommendations clearly, ensuring patients understand their diagnosis and treatment roadmap.
  • Verify insurance coverages and analyze patient benefits to help families maximize policy payouts.
• Financial Management & Retention
  • Conduct financial presentations, outline payment options, and finalize financial agreements.
  • Collect initial down payments, process recurring fees, and ensure proper account allocation of all funds.
  • Maintain expert knowledge of third-party financing alternatives to assist patients with flexible payment solutions.
  • Explain, promote, and strictly adhere to established practice payment policies and procedures.
  • Execute the standardized follow-up sequence for all unscheduled or outstanding treatment plans.
• Administrative Support & Practice Growth
  • Compile, track, and report daily and monthly key performance indicators to the Business Team Lead.
  • Support business team members with administrative tasks and operational adjustments as needed.
  • Contribute to practice growth initiatives, including execution of external and internal marketing campaigns.

Qualifications

• Advanced Communication: Exhibits highly effective verbal and written communication skills across all patient and staff interactions.
• Service Excellence: Maintains an uncompromisingly high standard for patient care and customer experience management.
• Constructive Demeanor: Brings a consistent, solution-oriented positive attitude to the daily workplace environment.
• Collaborative Focus: Functions as a dedicated, reliable team player who seamlessly supports cross-functional office goals.
• Executive Presence: Demonstrates a polished, professional presentation in dress, speech, and overall workplace conduct.

About the company

Dental Excellence Group is a growing company offering patient-focused, high-quality dentistry in the Northwest Ohio area. With over 100 employees—including doctors, hygienists, clinical assistants, and business and marketing support teams—the practice aims to create a place where dental care is so friendly, comfortable, and convenient that it completely changes how people think about dentistry.

The practice is guided by five core values: a teamwork focus, a patients-first mentality (with patient comfort and care as the top priority), kindness and compassion (both within the team and with patients), an unwavering standard of excellence (challenging all team members to meet their full potential in attitude, skill, and service), and making every minute count (driving performance and efficiency).