Treatment Coordinator

The Orthodontic Treatment Coordinator serves as the financial and insurance benefit expert to obtain a high percentage of treatment acceptances from the patients. The TC is responsible for following up with patients, after the visit with the doctor, to ensure that all questions, related to planned treatment and corresponding fees, are answered.

MAJOR DUTIES AND RESPONSIBILITIES:

• Presents Orthodontic treatment plans and gives estimates of treatment costs to obtain high treatment acceptance.
• Review and understands the patient’s insurance benefits.
• Performs introductory phone calls for potential new patients and works recall reports.
• Takes diagnostic x-rays, as needed.
• Delivers quality and compassionate care to every patient.
• Explains, promotes and adheres to the Company’s payment policies and procedures.
• Solicits referrals from patients’- pre/post treatment.
• Accurately charts and documents all notes pertaining to the patient during the exam and treatment set forth by the Company guidelines.
• Follows all administrative procedures and policies to ensure consistent standards.
• Attends and participates in all office meetings, continuing education events and daily huddles.
• Contact patients/guarantors the day prior or the day of the appointment regarding fees due and confirmation of the appointment.
• Prepares for office monthly Key Performance Indicators (KPIs) and prioritizes day-to-day activities based on the KPIs.
• Assist front office coordinator(s) as needed.
• Complies with all of the laws and regulations, including HIPAA, OSHA, etc.
• Assist the Front Office Coordinator as needed.
• Other duties as assigned.

EDUCATION AND EXPERIENCE

• A minimum of a high school degree or equivalent is required.
• Bilingual is preferred but not required.
• Experience working in a professional, medical, or dental environment with direct customer service is desired for at least three (3) years. Sales experience helpful.

SPECIFIC SKILLS

• Strong interpersonal and relationship building skills, ability to establish and maintain positive working relationships.
• Strong customer service skills and ability to communicate with a pleasant demeanor at all times.
• Effective written and verbal communication skills with all levels of employees and public
• Excellent organizational skills: strong attention to detail, ability to multitask and perform job duties in a timely manner.
• Strong computer skills, Word and Excel a must, and ability to learn new programs as needed.
• High degree of initiative, accountability, and independent judgment.
• Base pay, commission, and bonuses.

PHYSICAL DEMANDS

• Walking, sitting, standing for extended periods of time.
• Ability to lift/carry up to 30 pounds and be able to twist, turn, bend and stoop.