Patient Service Coordinator

Imagine Orthodontic Studio•Temple Terrace, FL
•$19 - $22•Onsite

About The Position

The Patient Services Coordinator at Imagine Orthodontic Studio serves as the primary brand ambassador and initial point of contact for individuals seeking orthodontic care. This role focuses on making initial contact with potential new patients, managing lead communication, and executing a seamless intake process to convert inquiries into scheduled consultations. We seek passionate individuals dedicated to our people-first culture and exceptional patient care.

Requirements

  • High School Diploma or equivalent.
  • 2+ years of prior reception, customer service, or centralized call center experience.
  • Proficiency with Microsoft Office, lead management applications, and dental practice management software.

Nice To Haves

  • Bilingual proficiency in fluent Spanish (reading, writing, and speaking).
  • Previous experience in healthcare intake, dental administration, or hospitality-driven customer sales.

Responsibilities

  • Proactively initiate contact with potential new patients and follow up with leads through phone calls, emails, and SMS text channels.
  • Provide high-level customer service functions including receiving incoming inquiries, gathering referral information, and answering patient questions.
  • Coordinate, schedule, and confirm initial in-office consultations, ensuring data is entered accurately into the practice management software.
  • Educate prospective patients on the end-to-end evaluation process, preparing them for clinical steps, payment timelines, and necessary documentation.
  • Maintain and manage unscheduled, pending, and incomplete contact lists to maximize patient acquisition and follow-through.
  • Request, verify, and update comprehensive patient files, including personal demographics, contact information, insurance details, and identification records.
  • Direct complex billing queries, insurance verification issues, and clinical questions to the appropriate internal office or team member.
  • Generate daily and weekly pipeline reports to track appointment scheduling efficiency while adhering strictly to HIPAA guidelines and company policies.
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