Orthodontic Records Technician

Rael Bernstein D D S PC•Watsonville, CA

33d•Onsite

About The Position

The Orthodontic Records Technician enhances patient care by greeting and welcoming new patients into the practice. This role requires staying informed and updated on HIPAA and OSHA regulations. The technician will interact positively with patients, maintain a pleasant and caring attitude, and contribute to a people-oriented team environment. Responsibilities include maintaining a neat and orderly office and lab area, fabricating removable appliances, assisting in the evaluation of fit and esthetics, delivering retainers, performing retainer check appointments, and taking impressions. The technician will also pour impressions for retainers and study models, familiarize themselves with clinical assistant duties to substitute when necessary, seat and set up patients, take intra-oral scans, and assist with sterilization and restocking of instruments. Knowledge of instruments and supplies is needed for restocking. The role requires availability on non-doctor days for patient care and records management, including taking patient photographs, panoramic and cephalometric x-rays, uploading them to patient charts, and printing them for diagnostic purposes. Handling patient information in compliance with HIPAA regulations is crucial. Communication with doctors, treatment coordinators, front desk, and office manager is essential, as is shipping and receiving outside lab cases. Daily review of the following week's schedule and deliveries is required. The technician will monitor inventory of records materials, instruments, and equipment, maintain equipment, and process instruments and impression trays. They will also complete daily checklists, ensure timely delivery of appliances and retainers, and assist the marketing team with internal and external initiatives, representing the company in the community. Active participation in team meetings and adherence to team principles are expected, along with performing other assigned tasks.

Requirements

May be required to lift up to 40 pounds.
Active movement throughout the day: sitting, walking, standing, squatting, bending, stooping, reaching, etc. (not a sedentary position).
Vision: close vision, depth perception, and ability to adjust focus.
Hearing: able to satisfactorily communicate with patients, doctor, and other staff members to ensure verbal communication is clearly understood, or a satisfactory-equivalent method of communication.
Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or operate equipment.
May be required to administer CPR.
Occasional exposure to toxic or caustic chemicals and radiation.

Nice To Haves

X-ray license is a plus.
Able to travel to all SB location (Monterey, Watsonville, Salinas, and Soledad).
Infection Control and Dental Practice Certificates a plus.

Responsibilities

Greet and welcome new patients.
Maintain knowledge of HIPAA and OSHA regulations.
Interact positively with patients and maintain a pleasant, caring, people-oriented team attitude.
Maintain a neat and orderly office and lab area.
Fabricate removable appliances under the direction of the office manager.
Assist in the evaluation of fit and esthetics as needed.
Deliver retainers and conduct retainer check appointments.
Take impressions to assist the clinic when available and necessary.
Pour impressions for retainers and study models.
Familiarize yourself with clinical assistant duties and responsibilities and substitute when necessary.
Seat and set up patients for appointments.
Take intra-oral scans for touch-up and retainer programs.
Assist with sterilization and restocking of instruments.
Be knowledgeable with instrument and supply identification for restocking.
Be available on Non-doctor days for patient care.
Manage records, including taking patient photographs, panoramic, and cephalometric x-rays.
Upload patient records onto the patient’s chart and print them for diagnostic purposes.
Handle patient information in compliance with legal requirements, including HIPAA regulations.
Maintain open communication with the doctor(s), treatment coordinators, front desk, and office manager.
Ship and receive all outside lab cases.
Review and double check the following week's deliveries and check for updates in the schedule daily.
Maintain open communication with the doctor(s), office manager, outside lab and other agencies.
Monitor inventory of required and necessary records materials, instruments and equipment.
Be knowledgeable about all equipment, its maintenance and servicing needs.
Maintain equipment in record/lab areas and perform overall maintenance of dental equipment.
Maintain x-ray processor.
Arrange for repairs when necessary.
Develop and maintain daily and weekly maintenance schedule.
Provide management with a monthly maintenance report.
Fold and put Cintas towels away in designated area.
Prep milk bath, ultrasonic solution, impression trays, turn on LISA/Statim machines, turn on electronics (TV and computers), prepare debond projects, process all instruments and impression trays, complete lunch and end of duties checklist, check schedule one week out to ensure appliances have been delivered, and ensure retainers are made prior to appointment date and time.
Assist the marketing team in both internal and external marketing initiatives.
Staff minimum of two marketing events per quarter.
Represent the company throughout the community.
Be an active participant in team meetings.
Agree to, and work by, the team principles outlined in your training packet.
Perform other tasks as assigned by management and doctor.