What are the responsibilities and job description for the Treatment Coordinator / New Patient Coordinator position at Trivium Group?
Treatment Coordinator / New Patient Coordinator (Opportunity to Grow into Office Manager)
Location: Walnut Creek, California
Employment Type: Full-Time (Monday-Friday, 8:30 AM - 5:00 PM; occasional late consultations)
Salary: Starting at $30/hr (higher based on experience) performance-based bonus
Role Overview
The ideal candidate will:
This role is ideal for someone with:
Why Join Us?
Location: Walnut Creek, California
Employment Type: Full-Time (Monday-Friday, 8:30 AM - 5:00 PM; occasional late consultations)
Salary: Starting at $30/hr (higher based on experience) performance-based bonus
Role Overview
The ideal candidate will:
- Act as the first point of contact for new patients, ensuring a seamless experience from lead to consultation
- Present treatment plans and financial options confidently, handling high-value cases ($10,000-$50,000 )
- Manage patient follow-ups, appointments, and scheduling efficiently using our CRM and Open Dental
- Collaborate with doctors during patient consultations and take ownership of closing treatment plans
- Provide solutions for patient financing via third-party providers (Proceed, Cherry, CareCredit)
- Exhibit empathy, professionalism, and strong communication while maintaining a high conversion rate
This role is ideal for someone with:
- 1 year experience as a dental treatment coordinator (experience in office management is a plus but not required)
- Strong sales aptitude and comfort presenting high-value treatment plans
- Excellent organizational skills and attention to detail
- High drive, confidence, and the ability to handle multiple priorities under pressure
- Presentable, professional appearance, and strong interpersonal skills
Why Join Us?
- Opportunity to grow into an Office Manager role with mentorship and training
- Work with a high-performing team and supportive leadership
- Competitive salary with bonus structure tied to case acceptance and revenue
- Comprehensive benefits including medical, dental, retirement match, and PTO
- Be part of a practice that values professional development and patient care excellence