Treatment Coordinator at Wood Orthodontics

Responsibilities

• Welcome new patients and families and provide an outstanding first impression of the practice.
• Cook up and lead new patient consultations with the orthodontist.
• Obtain and capture initial patient records, including photographs, CBCT scans, and Itero scans, ensuring all records are complete, accurate, and prepared for the orthodontist's evaluation and treatment presentation.
• Present treatment recommendations, financial arrangements, and payment options in a clear and professional manner.
• Prepare, review, finalize, and enter treatment contracts and financial agreements, ensuring all treatment details, fees, insurance benefits, and payment arrangements are accurately documented and clearly communicated to patients and families.
• Verify orthodontic insurance benefits and accurately explain coverage to patients and families.
• Answer questions regarding treatment, finances, and scheduling.
• Aid patients in understanding the value and benefits of orthodontic treatment.
• Maintain and manage all pending treatment patients through organized tracking and consistent follow-up, helping patients and families navigate questions or concerns while supporting practice growth through increased treatment acceptance.
• Maintain accurate records and documentation in the practice management software.
• Cook up scheduling for treatment starts and maintain an organized consultation schedule.
• Collaborate closely with clinical and administrative team members to ensure a seamless patient experience.
• Support practice growth through exceptional customer service and relationship building.

Requirements

• Minimum of 2 years of Treatment Coordinator or Financial Coordinator experience in an orthodontic or dental office is required.
• Proven ability to present treatment and financial arrangements confidently and professionally.
• Experience drafting and reviewing orthodontic contracts and financial agreements.
• Strong understanding of orthodontic insurance benefits and payment options.
• Excellent communication and interpersonal skills.
• Exceptional attention to detail and organizational skills.
• Ability to multitask and thrive in a fast-paced environment.
• Positive attitude, strong work ethic, and commitment to teamwork.
• Reliable and dependable with excellent attendance and punctuality.