Recall Coordinator

Rael Bernstein D D S PC•Santa Rosa, CA

5d•$23

About The Position

Recall Coordinators manage sales-related follow-up throughout the company, including follow-up for new patients and other consultations, and manage the OBS program in their region. They also handle overflow New Patient Exams on patient days. The role promotes the practice and builds relationships with patients, parents, dentists, and other providers. Its goal is to understand patients’ needs and use verbal communication to address barriers to the treatment they need and request. The position requires a task-oriented, highly motivated, personable, and adaptable team player who can manage multiple recall lists methodically and on time. The Recall Coordinator connects with prospective patients, explains the value and affordability of treatment, and helps patients understand orthodontics and the importance of early evaluations and monitoring growth and development. The role also includes presenting treatment plans, discussing financial options, and executing contracts.

Requirements

Strong communication skills.
Strong attention to detail.
Highly motivated personality.
Bilingual Spanish speaker.
Able to communicate effectively.
Finger dexterity to access and enter computer data.

Responsibilities

Manage sales-related follow-up for new patients and other consultations throughout the company.
Manage the OBS program in the assigned region.
Handle overflow New Patient Exams on patient days.
Maintain customer relationships to encourage repeat business and referrals.
Understand current treatments, products, services, and offers.
Connect with prospective patients and explain the value and affordability of treatment.
Explain the importance of orthodontics, early orthodontic evaluations, and monitoring patient growth and development.
Address 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 all required information before appointments.
Review charts to ensure intake information is received and documented accurately, supporting the likelihood of same-day starts.
Complete patient recall 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.