Treatment Coordinator
Job Description
Job Description
JOB TITLE: Treatment Coordinator
SUMMARY: Oversite of assigned Treatment Coordination team and efforts . Effectively translate, to potential patients, the value of a treatment plan and financial commitment in a professional, private and compassionate manner that results in agreement.
DUTIES AND RESPONSIBILITIES:
- Assist with patient check-in, reviewing account balances, scheduling appointments and all other front office tasks.
- Point of escalation for team and patients for guidance in troubleshooting issues and resolutions.
- Conduct initial needs assessment with the patient and educate on first exam.
- Present exam results, treatment recommendations, benefits, risks and alternatives to plan with patient.
- Review the financial breakdown to the patient of the treatment fees, insurance benefits, other financial options, and the office collection policies.
- Serve as the front desk backup when necessary (due to team members’ PTO or busy clinic flow)
- Receive completed contract from patient and schedule treatment appointments.
- Update patient records as necessary.
- Follow-up with Patient Services and patients for receipt of new patient packets, any cancelled appointments, and insurance benefit issues.
- Create and present reports as requested by manager.
- Help maintain the cleanliness of all areas of the office.
- Continuously educate self on new procedures to educate patients successfully during consultations.
- Performs other related duties as assigned by management.
SUPERVISORY RESPONSIBILITIES:
- This position has no supervisory responsibilities.
QUALIFICATIONS:
- High school diploma or general education degree (GED).
- At least 4 years in treatment /financial coordinating.
- 2-3 years clinical experience in dental or orthopedic practice preferred.
- Computer skills preferred: Dolphin, OrthoFi, Microsoft Dynamics CRM; Microsoft Outlook & Excel.
- Bilingual in English and Spanish (preferred but not required)
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