Description

Job Summary:  Treatment Coordinator/Referral Relationship Specialist

The Treatment Coordinator’s role is integral to practice growth and success. The candidate will be responsible for coordinating patients' insurance benefits, constructing/presenting treatment plans as diagnosed by the Doctor, providing financial alternatives, and helping remove any other barriers to completing treatment. Additionally, this person will lead marketing efforts on a weekly basis to create and foster relationships with referring dentist practices, its team members, and patients to generate surgery referrals to our practice.

Duties and Responsibilities

• Verify patient benefits and coordinate benefits with expected treatment plans prior to appointments 
• Notify new patients of expected out of pocket amounts prior to treatment rendered 
• Construct and present treatment plans based off Doctors diagnosis 
• Provide financial alternatives and assist patients with 3^rd party financing options 
• Coordinate any appointments needed in other offices prior to treatment 
• Follow up with online appointment requests as it relates to the lead-to-sales process via Salesforce
• Track case acceptance on a daily/weekly/monthly basis
• Follow up with all outstanding treatment opportunities on a daily/weekly/monthly basis 

• Foster and maintain relationships with all current and potential referral offices through networking, office visits, lunch and learns etc on a weekly basis 
• Partner with marketing and operations managers on periodic campaign initiatives 
• Assist with content creation for marketing platforms as requested 
• Use practice management and other pertinent software to accurately track referral sources on a monthly basis 
• Actively participate and lead in all marketing efforts made by the office to increase referral production and other lead sources
• Be the liaison between Frontline Affiliate office, referral doctors' practices, Marketing, and Operations leadership to communicate accurate and updated practice information, as well as patient information
• Maintain the offices Salesforce platform for all sales/referral dashboard tracking 

Required Skills and Abilities

• Dental knowledge required
• Knowledge of dental insurance benefits required 
• Valid driver's license, auto insurance, and reliable transportation required
• Knowledge of medical insurance benefits helpful 
• Experience with Denticon practice management system helpful
• Prior experience working in Salesforce or comparable CRM helpful
• Confidence with presenting large/multistep/complex case treatment plans
• Excellent written and verbal communication skills
• Superior interpersonal and customer service skills
• Is motivated by personal/office growth 
• Problem/Solution mentality 
• Maintains excellent organizational skills
• Adaptable and open to learn
• Outgoing personality, not afraid to approach new people and unfamiliar environments to foster new relationships. Must be able to be told no without being discouraged.
• Must have flexibility to attend marketing events that occasionally occur during evenings or Mondays

Education and Experience

• Dental experience required
• Prior sales experience is a plus
• Highschool diploma required, higher education preferred

Physical Requirements

• Ability to withstand prolonged periods of sitting at a desk, driving, using a phone, and working at a computer.
• Ability to move within the office as needed for meetings, access office equipment, and escort patients to treatment areas.
• Ability to lift to 25 pounds if necessary.

Company Benefits

Comprehensive benefit package including competitive wages, health insurance, 401K, PTO accrual, and paid holidays.