What are the responsibilities and job description for the Traveling New Patient Coordinator position at Dr Lane & Associates?
We are currently seeking a part-time (3 days a week) Traveling New Patient Coordinator to support our Orthodontic department. This pivotal role will involve following the Orthodontist to assist with new patient consultations. The New Patient Coordinator will be in the Durham Miami office Mondays Wednesdays, and in the Cary St. Charles office on Thursdays.
Position Overview:
As a New Patient Coordinator, you’ll be the friendly, knowledgeable first point of contact for new Orthodontic patients. You’ll play a vital role in welcoming patients, explaining treatment options, coordinating care, and ensuring a smooth and professional experience across both office locations.
Key Responsibilities:
Conduct new patient consultations including:
Office tours
Treatment and financial overview
Taking initial records (photos, X-rays, etc.)
Scheduling bonding and recall appointments
Sending patient and doctor correspondence
Prepare and present bonding contracts:
Set up contracts prior to bonding appointments
Review financial agreements and collect payments
Post payments, submit insurance claims, and set up auto-drafts
Maintain and manage patient reports and appointment confirmations
Schedule ongoing maintenance and follow-up appointments
Monitor and respond to office emails
Support other administrative and clinical tasks as needed
What We're Looking For:
A positive, energetic team player with exceptional customer service skills
Strong organizational, planning, and communication abilities
Professional appearance and demeanor
A patient-first mindset with commitment to excellent customer service
The ability to work collaboratively with team members
Proficiency with dental software and general computer applications
Qualifications:
High School Diploma or GED (required)
1–2 years of dental experience (required)
Orthodontic experience (preferred)
NC X-Ray Certification (required)
Ability to lift up to 15–20 lbs