Lead Treatment Coordinator / Accounts Receivable Specialist

Lead Treatment Coordinator / Accounts Receivable Specialist

Family Dental Center is seeking a highly experienced, polished, and results-driven Lead Treatment Coordinator / Accounts Receivable Specialist to join our team.

This is a key leadership-level administrative position for an experienced dental professional who understands that successful treatment coordination involves much more than reviewing a treatment plan. The ideal candidate must be able to confidently educate patients about recommended care, explain insurance benefits and financial responsibilities, present financing solutions, collect outstanding balances, and follow accounts through resolution.

We are looking for a professional with a minimum of 3–4 years of strong dental treatment coordination and/or dental accounts receivable experience. This individual must be highly organized, financially knowledgeable, comfortable discussing money with patients, and capable of independently reviewing and auditing patient accounts.

This is not an entry-level dental front office position.

Key ResponsibilitiesTreatment Planning & Case Presentation

The Lead Treatment Coordinator will be responsible for:

• Reviewing doctor-recommended treatment plans for accuracy and completeness.
• Presenting comprehensive treatment plans to patients in a professional, confident, and compassionate manner.
• Clearly explaining recommended treatment, estimated insurance benefits, patient portions, deductibles, copayments, limitations, and financial responsibilities.
• Helping patients understand the importance of moving forward with recommended treatment while maintaining a patient-centered approach.
• Following up with patients who have diagnosed but unscheduled treatment.
• Maintaining organized treatment follow-up systems to improve case acceptance and reduce outstanding treatment.
• Working closely with providers, hygienists, clinical team members, and the front office to ensure treatment plans are properly communicated and scheduled.
• Identifying financial barriers that may prevent patients from proceeding with treatment and offering appropriate payment and financing solutions.
• Ensuring signed treatment plans and required financial documentation are properly maintained.

Dental Insurance Knowledge

Candidates must have a strong working knowledge of dental insurance and be able to independently interpret patient benefits.

Experience should include:

• PPO dental insurance plans
• Delaware Medicaid/State dental programs
• Medicaid dental benefits
• Deductibles and annual maximums
• Frequencies and limitations
• Waiting periods
• Missing tooth clauses when applicable
• Downgrades and alternate benefits
• Coordination of benefits
• Primary and secondary insurance
• Pre-authorizations and predeterminations
• Insurance estimates versus actual insurance payments
• Patient responsibility after insurance processing

The successful candidate must understand that insurance verification is not simply confirming whether coverage is active. You must be able to interpret benefits and effectively communicate those benefits to both patients and team members.

Accounts Receivable & Collections

This position will have significant responsibility for patient accounts receivable.

The Lead Treatment Coordinator / AR Specialist must be comfortable:

• Reviewing and managing outstanding patient balances.
• Contacting patients regarding past-due balances.
• Professionally collecting balances by telephone, text, email, and during in-office interactions.
• Establishing appropriate payment arrangements when authorized.
• Reviewing aging reports and identifying accounts requiring immediate follow-up.
• Researching discrepancies within patient accounts.
• Reviewing unapplied credits, outstanding balances, insurance payments, patient payments, adjustments, and account activity.
• Determining why balances remain outstanding and taking appropriate steps toward resolution.
• Documenting all collection activity and financial conversations thoroughly.
• Escalating complicated accounts when necessary.
• Maintaining consistent follow-up until accounts are appropriately resolved.

Candidates must be comfortable having direct and professional financial conversations. The ability to discuss significant treatment costs and past-due balances confidently, respectfully, and without avoiding difficult conversations is essential.

Ledger Review & Account Auditing

Strong dental ledger knowledge is required.

The successful candidate must be able to:

• Read and understand a complete dental patient ledger.
• Review charges, payments, adjustments, insurance payments, patient payments, credits, and outstanding balances.
• Identify incorrect postings or unusual account activity.
• Determine whether balances are patient responsibility or insurance responsibility.
• Audit accounts before presenting balances to patients.
• Review clinical documentation and account history when researching financial discrepancies.
• Audit charts and accounts for accuracy and completeness.
• Recognize when additional research or correction is required before contacting a patient.
• Maintain detailed and accurate account notes.

You should be able to open a complicated patient account, review the history, and determine what happened, what is outstanding, who is responsible, and what needs to happen next.

Patient Financing & Financial Arrangements

Candidates must have experience presenting and explaining patient financing and payment options.

Responsibilities include:

• Discussing financing options with patients.
• Assisting patients through financing applications when appropriate.
• Explaining monthly payment options, promotional terms, and patient responsibility.
• Understanding how third-party patient financing works within a dental practice.
• Presenting multiple financial solutions when treatment is not affordable as a single payment.
• Following established office policies regarding deposits, payment arrangements, and financing.
• Ensuring financial agreements are clearly documented.

Experience with common dental patient-financing platforms is strongly preferred.

Dentrix Ascend Experience

Dentrix Ascend experience is a major plus.

Candidates with experience using Dentrix Ascend for treatment planning, patient accounts, ledgers, insurance, financial notes, reporting, scheduling, and account management will receive strong consideration.

Candidates should also be comfortable learning and utilizing additional dental technology, reporting platforms, payment systems, and patient communication tools.

Leadership Expectations

Because this is a Lead position, we are looking for someone who takes ownership.

The successful candidate should be:

• A self-starter who does not require constant direction.
• Highly organized and detail-oriented.
• Professional in appearance and communication.
• Comfortable holding themselves and others accountable.
• Able to identify problems and work toward solutions.
• Comfortable working in a fast-paced dental environment.
• Able to prioritize competing responsibilities.
• Consistent with follow-up.
• Comfortable discussing financial matters with patients.
• Able to communicate effectively with providers, management, insurance companies, patients, and team members.
• Focused on both the patient experience and the financial health of the practice.
• Dependable, punctual, and committed to maintaining a high professional standard.

Required Qualifications

Applicants should have:

• Minimum 3–4 years of dental treatment coordination, dental accounts receivable, insurance, or comparable dental front-office experience.
• Strong experience presenting comprehensive dental treatment plans.
• Strong understanding of dental insurance.
• Experience with PPO plans and Medicaid/state dental programs.
• Experience reviewing patient ledgers and researching account balances.
• Experience collecting past-due patient balances.
• Experience with dental accounts receivable.
• Experience discussing patient financial responsibility.
• Experience presenting patient financing/payment options.
• Strong written and verbal communication skills.
• Excellent organizational and follow-up skills.
• Strong attention to detail.
• Ability to maintain professionalism during difficult financial conversations.

Dentrix Ascend experience is strongly preferred.

Bilingual candidates are strongly encouraged to apply.

The Ideal Candidate

Our ideal candidate understands the complete financial cycle of a dental patient—from insurance verification and treatment presentation through financing, scheduling, insurance processing, patient collections, and final account resolution.

You are confident discussing a $500 balance as well as a $10,000 treatment plan. You know how to explain insurance without promising payment. You can review a ledger before calling a patient about a balance. You understand the importance of accurate documentation, timely follow-up, and excellent customer service.

Most importantly, you know how to balance compassionate patient communication with strong financial accountability.

Compensation

Compensation is based on experience, dental knowledge, demonstrated skill level, and overall qualifications.

Candidates with extensive treatment coordination, accounts receivable, insurance, Dentrix Ascend, Medicaid, and patient-financing experience may be considered at a higher compensation level.

How to Apply

Please submit your resume highlighting your dental experience, particularly in:

• Treatment coordination
• Dental accounts receivable
• Insurance and benefit interpretation
• Medicaid/PPO plans
• Patient financing
• Collections
• Ledger/account auditing
• Dentrix Ascend

We are seeking a career dental professional who is ready to take ownership of treatment coordination and patient accounts while providing an exceptional level of service to our patients and clinical team.

If you are experienced, accountable, financially knowledgeable, and confident managing complex dental accounts, we would love to speak with you.

Pay: $22.00 - $25.00 per hour

Benefits:

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

Work Location: In person

Salary : $22 - $25