Treatment Coordinator - H2 Orthodontics

Description

Job Summary/Responsibilities:

• With the support of the administrative team and Practice Managers, assist to ensure the smooth and successful appointments of all new patients.
• To be responsible for contracts signed by responsible party prior to or on banding day.
• To be responsible in assisting to produce performance and quality standards within the Treatment Coordinator room, delivered through customer service skills and attention to detail.
• To be responsible for maintaining all treatment coordinator records and reports, and communicating them to the Practice Manager.

Duties include: 

• Sets up treatment rooms for all new patient exams
• Welcomes new patients/parents promptly with a warm smile
• Ensures new patient experience is enjoyable every single time
• Checks all new patient charts to ensure info was correctly entered upon scheduling
• Responsible for new patient paperwork to ensure it has been completed. Map in fields from the online questionnaire into chart. Ensures process is compliant with HIPPA laws. 
• Completes New Patient Xrays, photos, and itero scans for appointment
• Gives accurate and correct pricing based on treatment plan recommendations. May include expected insurance amount if insurance has been previously verified for the specific patient. 
• Works numbers for new patients and sets up comfortable monthly payments that align with office guidelines
• Keeps records of all contracts, fees, referral, and other important information
• Helps to fill the schedule when needed by communicating with the Front Desk Coordinators
• Ensures accurate charting and insurance information has been entered in correctly for Insurance Coordinator to submit once contract is signed.
• New insurance information to be collected and scanned into chart by obtaining a copy of front and back of insurance card as well as half sheet filled out. 
• Sign contract with patient or parent before but no later than banding date. Have contract to Insurance coordinator by next working day. 
• Answers any questions patient might have regarding treatment
• Works with Practice Managers to ensure all contracts and documents are up to date, gathers needed information, and update as changes take place. 
• Attend all staff meetings, front office meetings, and daily huddles. 
• Representing the practice in a positive way inside and outside of the office.

Requirements

• be self-motivated, organized, and have a positive attitude
• possess great understanding of dental terminology
• have excellent communication and written skills
• have excellent public relations skills
• work well with patients and team
• be experienced in delivering high-level customer service
• Committed to the position arriving on time daily and staying late as needed.
• Excellent computer skills including Microsoft Word, Excel, Teams, and Outlook