Treatment Coordinator

Treatment Coordinator

The Treatment Coordinator will convert examinations into accepted treatment plans, follow up with patients, and optimize the appointment schedule.

• Review the schedule in advance to confirm appointments for new patients.
• Prepare the consultation room for the orthodontist, ensuring it is set up appropriately.
• Verify that all required documentation, including health history and patient information, is accurately completed and entered.
• Greet and assist patients and their families in a warm and welcoming manner.
• Conduct initial consultations to explain treatment options, processes, and patient expectations.
• Discuss treatment plans with patients and their families, ensuring they understand the associated risks and limitations.
• Clearly explain treatment costs and financing options to patients.
• Address patient concerns and inquiries promptly and professionally, demonstrating empathy and compassion.
• Cook up treatment plans from initial consultation to completion, confirming appointment statuses and outcomes.
• Answer phone calls, schedule or confirm appointments, and follow up with converted patients.
• Maintain detailed notes of examinations and important patient information.
• Document patient interactions accurately and efficiently.
• Organize patient paperwork in accordance with administrative protocols, including auditing and scanning.
• Collaborate with the orthodontic team to ensure seamless patient care and communication.
• Maintain accurate patient records in compliance with HIPAA regulations.
• Stay updated on orthodontic procedures, technology, and best practices to provide informed guidance.
• Achieve a successful patient conversion rate target of 60%.
• Follow up with patients' postexamination to ensure continuity of care, including calls to those you have converted.
• Maintain cleanliness and organization in the work area.
• Build rapport and maintain professional relationships with patients, families, and colleagues.
• Aid with financial tasks as needed, including managing contracts, payments, and fees.

Qualifications

• A high school diploma or equivalent.
• Fluent in Spanish.
• Knowledge of orthodontic field procedures and terminology.
• Knowledge of HIPAA standards and handling of Protected Health Information (PHI).
• Proficiency in phone communication.

Skills

• Strong sales skills.
• Excellent communication skills, both written and spoken.
• Exceptional organizational and time management skills.
• Ability to thrive in a fast-paced office environment while maintaining professionalism.

Physical Requirements

• Ability to sit for long periods in front of a computer.
• Ability to stand and walk in the office.

What We Offer

• Medical Benefits
• Dental and Vision Benefits
• 401(k) Retirement Plan
• Sick Leave: Accrual of five days (40 hours) per calendar year
• Unpaid Time Off: Up to 10 unpaid time-off requests available per calendar year.