Orthodontic Treatment Lead

Benevis•Indianapolis, IN

About The Position

The Orthodontic Team Lead (OTL) is responsible for the day-to-day function and management of an assigned team. The role supports treatment acceptance by helping patients understand treatment plans, costs, insurance coverage, and financing options, and monitors patients’ progress through treatment, billing, and post-treatment care. The OTL also helps ensure patients receive a positive experience and that the team and workspace are operationally ready and professionally presented. The position combines team leadership, patient communication and education, financial coordination, scheduling and records administration, and—when certified—X-ray operation and other clinical assistance. Work takes place in a professional office, clinical, or support environment depending on the role and business needs. Scheduled hours and work location may vary, and extended or alternate hours may be required during peak periods or to support operations.

Requirements

High school degree or GED equivalent.
At least 1 year of experience working as an Orthodontic Treatment Coordinator in another practice.
At least 3 years of management experience; healthcare or dental experience is preferred.
Strong written and oral communication skills.
Computer proficiency, including comfort using Microsoft Office Suite.
Ability to understand and effectively communicate techniques used in the orthodontic field.
Detailed knowledge of dental insurance, service limits, PPO, self-pay collections, and financing options.
State certification may be required depending on location.
Additional certification may be required depending on location.
Ability to communicate and exchange information effectively with patients, their parents, clinicians, and staff.
Ability to operate a computer, keyboard, and standard office equipment.
Ability to lift and carry up to 30 lbs and to twist, turn, bend, and stoop.

Nice To Haves

High-level knowledge of orthodontics and associated treatment planning.
Dental Radiation Safety Certification.
At least 3 years of sales or customer experience.
Ability to articulate orthodontic techniques, treatment plan presentations, and CDT codes.
Knowledge of dental insurance, service limits, PPO, self-pay collections, and financing options.
Proficiency in computer use and Microsoft Office Suite.
Bilingual English-Spanish.

Responsibilities

Maintain the operational readiness, appearance, and presentation of the assigned team and workspace.
Promote treatment acceptance by explaining treatment costs, insurance coverage, and financing options.
Directly supervise the assigned team, including coaching, developing, and delivering disciplinary actions as needed to manage performance.
Help ensure patients receive a great experience.
Explain treatment plans and timelines to patients and families in clear, simple terms; address concerns and answer questions.
Present financing options, help patients afford care, explain insurance coverage and payment options, collect payments in a timely manner, and manage outstanding balances.
Schedule and confirm appointments, maintain detailed patient records including medical history and treatment in progress, and submit paperwork to insurance.
Operate X-ray machines and assist with clinical tasks when required, if certified.
Solicit referrals from patients after treatment and track satisfaction with the work provided.
Adhere to government regulations, company standards, and company compliance programs.
Perform other duties as assigned.