Recall Coordinator

WOW! Smiles • Santa Rosa, CA

6d

About The Position

Recall Coordinators handle sales-related follow-up for new patients and other consultations across the company and manage the OBS program in their region. They may also handle overflow New Patient Exams on patient days. The role requires someone who can methodically manage multiple recall lists, stay organized, and complete work promptly. The coordinator promotes the practice and builds relationships with patients, parents, dentists, and other providers. They listen to patients’ needs and use communication skills to address barriers to care and help patients obtain the treatment they need and request.

Requirements

• Strong communication skills.
• Strong attention to detail.
• Highly motivated personality.
• Bilingual Spanish speaker.
• Task-oriented, with a high level of focus.
• Personable, outgoing, adaptable, and able to learn quickly.
• Excellent conversational skills and ability to work as part of a team.
• Ability to manage multiple recall lists methodically and complete tasks in a timely manner.

Responsibilities

• Manage sales-related follow-up for new patients and other consultations throughout the company.
• Manage the OBS program in the assigned region and handle overflow New Patient Exams on patient days.
• Maintain patient relationships to encourage repeat business and referrals.
• Understand and explain current treatments, products, services, and offers, including the value and affordability of treatment and the importance of orthodontics and early evaluations.
• Overcome objections by listening, observing, asking questions, directing conversations, and answering questions.
• Handle new patient intake calls and incoming new patient emails.
• Call to confirm new patient appointments and collect required information before appointments.
• Review charts to ensure intake information is received and accurately documented, supporting the likelihood of same-day starts.
• Complete recalls for new patients, patients needing recall, pending specialists, OBS, OBS for Phase II, and missed appointments.
• Work proactively on leads and follow up to keep schedules filled.
• Follow up with patients who missed appointments or were referred to a specialist for pending treatment.
• Present treatment plans, discuss financial options, and execute contracts.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed