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Orthodontic Treatment Coordinator

Orthodent Management LLC
Waco, TX Full Time
POSTED ON 4/3/2025
AVAILABLE BEFORE 6/3/2025
Division/Department: Orthodontics

Job Title(s): Ortho Treatment Coordinator

Salary Range: N/A
Location: Route 32 - Waco
Shift: M-F
Reports to: The Office Manager, and TC Manager

Summary of position: The Treatment Coordinator is responsible for each patient's initial orthodontic exam. The TC will guide the patient through the new patient process, starting from the time of making the appointment until they arrive for their consultation. Will be responsible to ensure that the patient/parent are informed of all aspects of treatment such as insurance, cost and expectations. Most importantly, they will ensure that the patient's needs, wants and concerns are addressed prior to starting. Must be able to work well with different doctors and staff.

Responsibilities and Duties:


  • Reviewing exam schedule 2-3 days prior

  • Calling and introducing themselves to the patient/parent 2 days prior

  • Informing pt/parent (at call) of SDS discount or any promotions/info needed to ensure a start

  • Obtaining any missing pt information prior to visit (insurance, email, etc.)

  • Ensure insurance is verified prior to exam

  • Contacting pt DDS prior to exam/getting Dental Clearance

  • Ensuring Exam room is presentable/keeping work area and needed instruments sanitary

  • Maintain a sterile and neat working environment according to current infection control procedures.

  • Communicate necessary information with the team

  • Returning Phone calls/messages and emails

  • Making pending calls

  • Completing charting and scanning of documents

  • Run necessary reports such as Recall, WCB, Exams Canceled and completing pending calls or follow up calls

  • Ensure all patient information is entered in accurately

  • Quote office fees/insurance coverage accurately

  • Perform other administrative duties as necessary

Expectations:

  • Ability to thrive in a fast-paced and agile environment

  • Support the front and clinic areas when necessary

  • Knowledge of company policies and procedures.

  • Knowledge of dental software applications

Note: The essential job functions of this position are not limited to the duties listed above.

Minimum Requirements:

  • Education: High school diploma or GED Certificate Preferred.

  • Experience: A minimum of one (1) year as a registered dental assistant preferred. Equivalent experience in orthodontics preferred.

  • Licensure: Certification as a Registered Dental Assistant.

  • Additional Requirements: CPR and AED certification, radiation safety course. Bilingual (English and Spanish) preferred.

  • 1 year in Ortho or Dental Office

Knowledge, skills, and mental aptitude
This section describes what knowledge, skills and abilities an employee in this position should currently possess. This list may not be complete for all knowledge, skills and abilities required for this position.

  • Skill in telephone etiquette.

  • Effective oral and written communication skills.

  • Must have interpersonal communication skills to effectively communicate ideas/problems/instructions (oral or written) with peers and supervisor.

  • Ability to communicate effectively with vendors and co-workers.

  • Ability to adhere to safety policies and procedures.

  • Ability to use good judgment and to maintain confidentiality of information.

  • Ability to work as a team player.

  • Ability to demonstrate tact, resourcefulness, patience and dedication.

  • Ability to analyze situations, evaluate data, recommend/implement courses of action that would improve the functioning of systems/processes he/she is involved in.

  • Ability to interpret, adapt and apply guidelines and procedures.

  • Ability to work in a fast-paced environment.

  • Ability to meet the deadlines established by the supervisor and company.

PHYSICAL, MENTAL, AND SPECIAL DEMANDS
This section describes how an employee in this position currently performs the functions of this position. Modifications to the manner in which this job may be performed will be reviewed on a case by case basis.

  • Ability to work at least a 40-hour week.

  • Ability to sit for long periods (6 or more hours).

  • Ability to use both hands in fine manipulation of small tools (copier, computer, telephone, calculator, fax machine, etc…).

  • Ability to push and pull up to 10 lbs. (file cabinet drawers, computer paper boxes, etc…).

  • Ability to see well enough to read handwritten and printed material.

  • Ability to lift and carry up to 25 lbs. to move/transfer file boxes, and date processing paper.

  • Ability to stoop, kneel, and bend to retrieve files from bottom shelves and drawers, to move boxes of paper and forms to and from computer printers.

  • Ability to reach, turn, and twist above and below the waist.

  • Ability to stand and walk the facility grounds.

  • Ability to spend 90% working time in an environment with continuous low voices and office machine noise typical for a business office atmosphere.

  • Ability to handle a variety of repetitive tasks at a moderate level.

  • Ability to occasionally handle electrical, mechanical, or equipment emergencies.

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