ROLES & RESPONSIBILITIES — TREATMENT COORDINATOR

Also, known as the Financial Freedom Fighter, assists the practice by educating patients

on their dental needs and helping them make sound financial arrangements, allowing

patients to say YES to treatment. This position is also responsible for submitting

necessary insurance documentation to ensure insurance carriers make restitution

quickly, overseeing practice collections, and maintaining minimum outstanding balances.

The following responsibilities fall under the scope of Treatment Coordinator:

Treatment Planning

• Act as the liaison or case manager between the practice and the patient.

• In layman’s terms, review with patients the nature of the problem and treatment

diagnosed, answer questions and concerns, discuss financial options, and make

agreements (in writing) regarding treatment, cost, and method of payment while

the emotional attachment is high.

• Track all treatment presented using the Treatment Tracker (provided by NextLevel

Practice).

• Monitor the case acceptance ratio on all treatment plans presented. Our goal is a

67% case acceptance ratio. A case is considered accepted when a patient has

scheduled the treatment and has either paid in full, or a financial agreement is in

place.

• If a patient has insurance, estimate their coverage, educate patient on benefits and

limitations of insurance, submit insurance claims, make adjustments, etc. Be

familiar with third-party financing options (e.g., CareCredit, etc).

• No patient should be scheduled without a signed financial arrangement in place.

• Track and record the referral source on all new patients.

Collections

• In conjunction with the Appointment Coordinator, collect payment for services

rendered and for patients’ scheduled future appointments before the patient leaves

the practice.

Insurance (if no insurance coordinator in the practice)

• Maintain and update the master insurance file as necessary.

• Process insurance claims immediately and monitor payments. Follow up on any

claims outstanding within 30 days.

• Verify insurance coverage for each patient and note any changes in their insurance

coverage.

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Administrative

• Organize and maintain all office file systems.

• Ensure that all patient records are current, up-to-date, and accurate.

• Maintain and organize the front desk and reception areas for cleanliness, etc.

• Complete office “End-of-Day” routines.

• Ensure that the office answering machine/voicemail is current.

• Along with front office team, responsible for tracking and sending thank you letters

to all who refer patient to the practice (team gains agreement).

Other Duties

• Provide input to the clinical team on how they might better educate patients about

their treatment options.

• Identify patients who have an outstanding balance to review during the morning

huddle; discuss and determine a solvable approach.

• Assist the Scheduling Coordinator and Finance Coordinator as necessary.

• Assist in asking “A” patients for referrals.

• Assist in building a “Trust Factor” with all patients and uncover patients’ “Personal

Motivators”.

• Cover other areas within the practice as needed and when needed

Job Type: Full-time

Pay: $17.00 - $21.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Healthcare setting:

• Dental office

Schedule:

• 10 hour shift
• 8 hour shift

Experience:

• Customer service: 1 year (Preferred)
• Medical terminology: 1 year (Preferred)
• Computer skills: 1 year (Required)

Ability to Commute:

• Reno, NV 89521 (Required)

Ability to Relocate:

• Reno, NV 89521: Relocate before starting work (Required)

Work Location: In person