Treatment Coordinator at Colorado Orthodontics

Specialty Dental Brands•Lakewood, CO

About The Position

The Treatment Coordinator supports the new-patient experience at Colorado Orthodontics by preparing treatment rooms, welcoming patients and parents, checking charts and paperwork, and completing new-patient X-rays. The role explains treatment costs and payment options in line with office guidelines, answers treatment questions, and maintains contracts, fees, referral details, and other records. It also coordinates with front-desk staff and the Insurance Coordinator to help manage scheduling and ensure charts and insurance information are accurate and ready for submission. The coordinator obtains and scans new insurance information, ensures contracts are signed before or no later than the banding date, and delivers signed contracts to the Insurance Coordinator by the next working day. The position works with Practice Managers to keep contracts and documents current, attends staff meetings, front-office meetings, and daily huddles, and represents the practice positively inside and outside the office.

Requirements

At least 1 year of treatment coordinating experience.
Self-motivated, organized, and positive attitude.
Good understanding of dental terminology.
Excellent communication and writing skills.
Excellent public relations skills.
Ability to work well with patients and the team.
Experience delivering high-level customer service.
Commitment to arriving on time daily and staying late as needed.
Excellent computer skills, including Microsoft Word, Excel, Teams, and Outlook.

Nice To Haves

Bilingual.

Responsibilities

Set up treatment rooms for new-patient exams.
Welcome new patients and parents promptly and help ensure each new-patient experience is enjoyable.
Review new-patient charts for accurate information entered during scheduling.
Have an iPad ready for patients who have not completed the online questionnaire before their appointment.
Ensure new-patient paperwork is complete and transfer online questionnaire information into the chart while complying with HIPAA requirements.
Complete new-patient X-rays for appointments.
Provide accurate pricing based on treatment-plan recommendations, including expected insurance amounts when insurance has been verified for that patient.
Work out payment figures and set up monthly payments that comply with office guidelines.
Maintain records of contracts, fees, referrals, and other important information.
Help fill the schedule when needed by communicating with Front Desk Coordinators.
Ensure charting and insurance information are accurate so the Insurance Coordinator can submit them after the contract is signed.
Collect and scan new insurance information, including copies of both sides of the insurance card and a completed half-sheet.
Obtain a signed contract from the patient or parent before, or no later than, the banding date, and provide it to the Insurance Coordinator by the next working day.
Answer patients' questions about treatment.
Work with Practice Managers to keep contracts and documents up to date, gather required information, and update records when changes occur.
Attend staff meetings, front-office meetings, and daily huddles.
Represent the practice positively inside and outside the office.