Treatment Plan Coordinator

Duties and Responsibilities

• Internalize the role of patient concierge, build trust by demonstrating the attitude of care and service
• Make welcome calls to all new patients, answer initial questions, set and manage expectations for the first visit
• Proactively receive patients on their first visit, assist with new patient paperwork and welcome packets, and ensure smooth patient flow throughout the visit
• Present and explain all treatment plans involving out of pocket costs to patients
• Continuously assist patients in offering (payment plans including) Care Credit payment options. Ensure effective communication when explaining financial options. Take ownership for all treatment, payment, and appointment related needs and inquiries from patients in person and over the phone
• Check patients in and out, schedule and confirm patient appointments, and handle patient paperwork including patient charts, referrals, appointment cards, and welcome packets, etc.
• Maintain control of all patient payments and insurance statements; reinforce the office financial policy and ensure payments are current
• Prepare financial treatment plans and present to patient. Coordinate financial arrangements with the patients offering payment options
• Auxiliary in identifying, alerting front desk, and collecting previous balances and current copays
• Performs miscellaneous job-related as assigned

Knowledge and Skills/Expected Competencies

• Professional and compassionate demeanor
• Enthusiastic and outgoing personality
• Willingness to go above and beyond to ensure patient satisfaction

Benefits Summary

• Medical Insurance: Choice of five comprehensive Aetna medical plans, including options with low copays, deductible-sharing, and national provider networks.
• Dental Insurance: MetLife plans offering preventative, basic, major, and orthodontic coverage options.
• Vision Insurance: Davis and UHC vision plans with annual exams, eyewear allowances, and contact lens benefits.
• Flexible Spending & Health Savings Accounts: Pre-tax savings accounts for medical, dependent care, and healthcare expenses.
• Life & Disability Insurance: Employer-paid basic life and AD&D insurance, with voluntary life, short-term, and long-term disability plans.
• Additional Perks: Employee Assistance Program (EAP), Identity Theft & Fraud Protection, Legal Support Services, Discount Programs (including pet insurance, travel, theme parks, electronics, etc.), Wellness Programs, Financial Wellness and Planning Tools

Physical/Mental Demands and Work Environment

• Regularly stand, walk, use hands and arms to operate general office equipment (PC, telephone, file cabinets, copier, fax machine and printer)
• Occasionally lift and/or move between 10 and 25 pounds
• Close vision and ability to adjust focus

Company Safety

• Employees are required to wear Personal Protective Equipment (PPE) including face masks, gloves, gowns, and more as needed and in accordance with CDC standards.