Orthodontic Treatment Coordinator FT

Lone Peak Dental Group•Norcross, GA

4d•Remote

About The Position

Join Our Team as an Orthodontic Treatment Coordinator! Do you love working with kids and teens? Are you passionate about making dental visits fun and stress-free? If so, we want YOU to be part of our team at [Office Name] in [City] ! At [Office Name] , we create smiles that last a lifetime by making every visit a Kidsperience! We�re on the lookout for a reliable, energetic, and compassionate Virtual Orthodontic Treatment Coordinator who thrives in a team-oriented environment and is committed to providing outstanding care to our kiddos and their caregivers.

Requirements

Customer service or sales experience required; dental experience is a plus!
Dental Radiology Certification a plus.
Ability to work in a fast paced environment and prioritize multiple tasks.
Excellent communication, problem-solving, and people skills
High level knowledge of orthodontic procedures, dental insurance, and financing options is preferred.
Full-time role (30+ hours per week).
Must be dependable with a strong attention to detail.
CPR Certification is required.
Customer service or sales experience required; dental/orthodontic experience strongly preferred.
Understanding of orthodontic workflows, dental insurance, Medicaid/PPO, self-pay systems, and financing options preferred.
Excellent written and verbal communication skills.
Strong organizational skills with exceptional attention to detail.
Ability to work independently and manage multiple offices remotely.
Proficiency in Microsoft Office Suite and comfort working in shared digital platforms; dental software experience preferred.

Nice To Haves

Someone who loves working with kids and creating a positive experience.
A dependable, detail-oriented team player with a strong work ethic.
A difference-maker who is eager to learn and grow.

Responsibilities

Conduct virtual orthodontic consultations via Zoom or other approved platforms.
Present orthodontic treatment plans after clinical review.
Educate patients on treatment timelines, expectations, and next steps.
Complete all intro calls, consultation confirmations, and post-consultation follow-up.
Provide warm, professional, and high-quality customer service.
Provide accurate financial estimates, including insurance coverage, out-of-pocket amounts, and payment plan options.
Clearly explain financing options, discounts, service limits, and company policies.
Submit, track, and follow up on all treatment-related insurance pre-authorizations (including Medicaid, PPO, etc.).
Obtain necessary signatures, forms, and documents electronically.
Verify insurance benefits, limitations, and patient contributions.
Schedule and coordinate appointments across multiple offices based on availability and treatment needs.
Confirm all consultation appointments and ensure proper documentation is prepared in advance.
Coordinate necessary dental appointments (cleanings, restorations, clearances, etc.) required prior to orthodontic treatment.
Ensure all virtual and in-office follow-up steps are completed accurately.
Record all consultations, outcomes, and patient notes in shared tracking platforms (e.g., shared spreadsheets, CRM dashboards, project management systems).
Track referral sources for each consultation (internal referrals, external referrals, marketing leads, community events, digital ads, etc.).
Generate weekly and monthly referral source summaries for the marketing team.
Identify trends and opportunities for internal and external marketing growth.
Communicate referral data and conversion insights to marketing and leadership teams to support strategic initiatives.
Maintain accurate and organized digital records of treatment plans, financial agreements, and pre-authorization documentation.
Prepare patient charts and pre-consultation materials for office teams.
Track consultation conversions, case acceptance, and follow-through.
Assist offices with patient communication, reminders, and satisfaction surveys.
Maintain HIPAA and data-security compliance at all times.
Demonstrate consistent punctuality, responsibility, and follow-through.
Collaborate with clinical and administrative teams to support patient flow and office success.