Description

Orthodontic Treatment Coordinator 

Reports to: Practice Managers

Job Summary/Responsibilities

With the support of the administrative team and Practice Managers, assist to ensure the smooth and successful appointments of all new patients.

To be responsible for contracts signed by responsible party prior to or on banding day.

To be responsible in assisting to produce performance and quality standards within the Treatment Coordinator room, delivered through customer service skills and attention to detail.

To be responsible for maintaining all treatment coordinator records and reports, and communicating them to the Practice Manager.

Duties include: 

• Sets up treatment rooms for all new patient exams
• Welcomes new patients/parents promptly with a warm smile
• Responsible for confirming appointment's a day prior.
• Verifying all insurances before patients scheduled appointment. 
• Ensures new patient experience is enjoyable every single time
• Checks all new patient charts to ensure info was correctly entered upon scheduling
• Sending and confirming that all new patient paper work has been sent out, received and uploaded inside patients account. 
• Responsible for new patient paperwork to ensure it has been completed. Map in fields from the online questionnaire into chart. Ensures process is compliant with HIPPA laws. 
• Completes New Patient Xray's for appointment
• Gives accurate and correct pricing based on treatment plan recommendations. May include expected insurance amount if insurance has been previously verified for the specific patient. 
• Works numbers for new patients and sets up comfortable monthly payments that align with office guidelines
• Keeps records of all contracts, fees, referral, and other important information
• Helps to fill the schedule when needed by communicating with the Front Desk Coordinators
• Ensures accurate charting and insurance information has been entered in correctly for Insurance Coordinator to submit once contract is signed.
• New insurance information to be collected and scanned into chart by obtaining a copy of front and back of insurance card as well as half sheet filled out. 
• Sign contract with patient or parent before but no later than banding date. 
• Entering all signed contracts and any other patient records inside patients account, no later than EOD.
• Answers any questions patient might have regarding treatment
• Works with Practice Managers to ensure all contracts and documents are up to date, gathers needed information, and update as changes take place. 
• Attend all staff meetings, front office meetings, and daily huddles. 
• Representing the practice in a positive way inside and outside of the office.
• Helping with EOD duties.

Requirements

• At least 1 year of treatment coordinating experience is required 
• be self-motivated, organized, and have a positive attitude
• possess great understanding of dental/orthodontic terminology
• have excellent communication and written skills
• have excellent public relations skills
• work well with patients and team
• be experienced in delivering high-level customer service
• Committed to the position arriving on time daily and staying late as needed.
• Excellent computer skills including Microsoft Word, Excel, Teams, and Outlook
• Willing to travel to our 3 locations located in the DFW Metroplex