Treatment Plan Coordinator

Responsibilities

• Be present via TEAMS during discussions with patients after they have seen the provider to help patient understand PRM Protocol and their financial responsibility based on their insurance.
• When necessary, be present via TEAMS to go over cost with patients again for a second round of treatment.
• Ensure patients understand the PRM Protocol and the financial cost to them.
• Help patient understand why treatment is needed and offer options to help them afford it.
• Present case fees and financial options to patients to facilitate the decision to say “yes.”
• Present or co-present the treatment plan and consent.
• Educate patients, as necessary, regarding their insurance benefits.
• Determine medical benefit eligibility, limitations, and payment estimates necessary to facilitate financial arrangements.
• Ensure patients are fully informed on their financial obligations.
• Ask satisfied patients for a referral/online testimonial.
• Proactively communicate with the Team so they know whether patient has decided to move forward with treatment and the financial decision made.
• Track patients who have been spoken to and the outcome of that discussion for administration.

Equipment Used

• Telephones
• Calculators
• EMR (Eclinical Works), MS Excel and Word
• Microsoft TEAMS

Knowledge, Skills, and Abilities

• In-depth knowledge of PRM Protocol in simple language
• Superb communication skills
• Familiarity with computer systems
• Customer service skills
• Self-directed
• Excellent telephone skills
• Influencing/negotiation skills - Past Sales Experience Ideal
• Organizational skills
• Familiarity with OON and Self-pay benefits
• Creative problem-solving skills
• Keen understanding of scheduling and financial systems
• Ability to function within a team environment as a supportive and positive contributor
• Ability to work independently
• Daily, monthly, and yearly production and collection goals achieved
• Positive patient reviews of patient experience