Orthodontic Patient Coordinator

First Choice Dental•Verona, WI

About The Position

The Orthodontic Patient Coordinator helps ensure a seamless, positive experience for people seeking orthodontic care. As the primary point of contact, the coordinator manages appointments, treatment plan coordination, and patient communication throughout the orthodontic journey. The role works closely with orthodontists, dental assistants, and administrative staff to support efficient office operations and high standards of patient service. The coordinator manages patient records, verifies insurance, and arranges financial options to support treatment outcomes and patient satisfaction. The position also helps build strong patient relationships and contributes to the practice’s reputation and success.

Requirements

  • High school diploma or equivalent.
  • Previous experience in a dental or orthodontic office, preferably in a patient coordination or administrative role.
  • Excellent communication and interpersonal skills, including the ability to interact effectively with patients of all ages.
  • Proficiency with electronic health record (EHR) systems or the ability to learn them.

Nice To Haves

  • Associate degree or higher in healthcare administration or a related field.
  • Knowledge of orthodontic terminology, treatment processes, and insurance procedures.
  • Experience with orthodontic-specific software such as Dolphin Management.
  • Demonstrated conflict-resolution and customer-service skills.
  • Familiarity with medical billing and coding related to orthodontic procedures, or the ability to learn.

Responsibilities

  • Greet and welcome patients, providing a warm and professional first impression.
  • Schedule and confirm patient appointments, making effective use of clinical resources and minimizing wait times.
  • Explain treatment plans, financial options, and insurance coverage clearly and compassionately to patients and their families.
  • Maintain accurate, up-to-date patient records, including treatment progress, payment history, and correspondence.
  • Coordinate communication between patients and clinical staff to address questions, concerns, and follow-up care instructions.
  • Assist with insurance claims processing and verify patient benefits to facilitate timely reimbursements.
  • Manage patient billing, collect payments, and establish payment plans as needed.
  • Support marketing and patient referral initiatives by providing information and scheduling consultations for prospective patients.
  • Ensure compliance with HIPAA and other regulatory requirements related to patient privacy and data security.
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