Treatment Coordinator (Menomonee Falls)

Orthodontic Experts LTD•Menomonee Falls, WI

3d•Onsite

About The Position

At Orthodontic Experts, we are committed to delivering exceptional patient care and setting the standard for orthodontic excellence. With 32 locations across the greater Chicagoland area, Wisconsin, and Indiana, and continued growth ahead, we are focused on transforming smiles and making a meaningful impact in the communities we serve. We are looking for team members who are passionate about high-quality care and align with our Core Values: Accountability, Continuous Improvement, Inclusion, Integrity, Respect, Teamwork, Transparency. If you are seeking an opportunity to grow your career in a purpose-driven, patient-centered organization, we encourage you to apply. As a Treatment Coordinator, you will be providing support to our patients in their orthodontic journey. You will be responsible for communicating with patients and their family members to ensure that they understand their treatment plans and any changes that may occur.

Requirements

High school degree or GED equivalent
3 years of customer service experience
2 years of sales experience
1 year of Treatment Coordinating experience
Knowledge of medical terms and practices
Proficient in Microsoft Office Suite (Word, Excel, Outlook, and Access.)
Excellent problem solving and de-escalation skills
Excellent written and verbal communication skills
Travel availability to Hales corners and Madison

Responsibilities

Consult with patients to understand their oral health history, concerns, and objectives.
Explain the treatment plan, address patient concerns, and answer any questions.
Assist the patient in prioritizing the treatment and establish a plan for scheduling and payment arrangements.
Conduct financial consultations with all new patients and with existing patients when new treatment plans are presented.
Manage and maintain the payment options and policies for patients.
Understand the practice’s policy on working with Ortho benefit plans and be prepared to educate patients on their dental benefits.
Communicate with all outside and third-party financing companies offered to patients and educate patients on the available outside financing options.
Track patient accounts receivable and outstanding balances to ensure timely payment.
Assist in Practice’s collections protocol for all outstanding balances.
Introduce new patients to the practice by going over health history, explaining the doctor’s examination and describing any other features about the practice that should be highlighted.
Conduct treatment consultations with all new patients and with existing patients when new treatment plans are presented.
Updating TC Spreadsheet on a daily basis
Conducting Dialing outbound calls to patients. (Welcome calls, Lost Cases, Denials etc.)
Greet and check patients in and out before and after treatment.
Participate in Marketing events
Cash Handling
Answer incoming calls to include new patient calls, emergencies, scheduling patient appointments, requesting records, and follow up.
In the event you are traveling to another clinic, you are required to perform all duties and responsibilities of your role including administrative tasks.
Responsible in helping to maintain a clean/sanitized clinic/office area.
Other tasks as assigned.

Benefits

Paid Training
Travel Pay (when traveling to sister clinics farther than 15 miles away from base clinic)
Clinical Bonuses
Paid Time Off
Holiday Pay
Medical, Dental, Vision, and Life Insurance
Accident Insurance
Short-Term Disability
Long-Term Disability
Employee Assistance Program
Health Savings Account
Dependent Care Account
401(k) and matching
Pet Insurance
Tuition Assistance Program
Identity Theft Protection
MetLife Met Law Legal Insurance
Transit Reimbursement - Commuter Account
Free and discounted Orthodontic Treatments