Treatment Coordinator (Hales Corners)

About the role

At Orthodontic Experts, we are committed to delivering exceptional patient care and setting the standard for orthodontic excellence. With 32 locations across the greater Chicagoland area, Wisconsin, and Indiana, and continued growth ahead, we are focused on transforming smiles and making a meaningful impact in the communities we serve. We are looking for team members who are passionate about high-quality care and align with our Core Values: Accountability, Continuous Improvement, Inclusion, Integrity, Respect, Teamwork, Transparency.

Job Description

• Consult with patients to understand their oral health history, concerns, and objectives.
• Explain the treatment plan, address patient concerns, and answer any questions.
• Aid the patient in prioritizing the treatment and establish a plan for scheduling and payment arrangements.
• Conduct financial consultations with all new patients and with existing patients when new treatment plans are presented.
• Manage and maintain the payment options and policies for patients.
• Understand the practice's policy on working with Ortho benefit plans and be prepared to educate patients on their dental benefits.
• Communicate with all outside and third-party financing companies offered to patients and educate patients on the available outside financing options.
• Track patient accounts receivable and outstanding balances to ensure timely payment.
• Aid in the practice's collections protocol for all outstanding balances.
• Introduce new patients to the practice by going over health history, explaining the doctor's examination, and describing any other features about the practice that should be highlighted.
• Conduct treatment consultations with all new patients and with existing patients when new treatment plans are presented.
• Update the TC Spreadsheet on a daily basis.
• Conduct Dailing outbound calls to patients (welcome calls, lost cases, denials, etc.).
• Greet and check patients in and out before and after treatment.
• Participate in marketing events.
• Answer incoming calls to include new patient calls, emergencies, scheduling patient appointments, requesting records, and follow up.
• In the event you are traveling to another clinic, you are required to perform all duties and responsibilities of your role including administrative tasks.
• Help maintain a clean/sanitized clinic/office area.
• Cash handling
• Other tasks as assigned

Requirements

• High school degree or GED equivalent
• 3 years of customer service experience
• 2 years of sales experience
• 1 year of Treatment Coordinating experience
• Knowledge of medical terms and practices
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, and Access.)
• Excellent problem solving and de-escalation skills
• Excellent written and verbal communication skills
• Travel availability to Mount Pleasant and Menomonee Falls

Working Hours/Location/Pay

• Monday – Wednesday: 8:45am – 5:00pm
• Thursday & Friday: 6:45am – 3:00pm
• 2 Saturdays per month
• 5778 S. 108th Street, Hales Corners, WI 53130
• Full time
• Rate of pay: $20 - $28

Benefits (for Our Full-time Employees)

• Paid Training
• Travel Pay (when traveling to sister clinics farther than 15 miles away from base clinic)
• Clinical Bonuses
• Paid Time Off
• Holiday Pay
• Medical, Dental, Vision, and Life Insurance
• Accident Insurance
• Short-Term Disability
• Long-Term Disability
• Employee Assistance Program
• Health Savings Account
• Dependent Care Account
• 401(k) and matching
• Tuition Assistance Program
• Identity Theft Protection
• MetLife Met Law Legal Insurance
• Transit Reimbursement - Commuter Account
• Free and discounted Orthodontic Treatments