Treatment Coordinator at Castle Pines Orthodontics

Specialty Dental Brands•Castle Pines, CO

3d•Onsite

About The Position

Castle Pines Orthodontics is seeking a detail-oriented, reliable, and outgoing Treatment Coordinator/Marketing Coordinator to join their team. This role supports the smooth and successful appointments of new patients, manages contract signing, ensures quality standards in the Treatment Coordinator room, and maintains treatment coordinator records and reports. The position also involves assisting with marketing efforts, including social media and events. The practice is a moderately busy, well-established orthodontic office in a growing community, known for its positive and supportive team environment and community involvement.

Requirements

At least 1 year of treatment coordinating and marketing experience is required.
Be self-motivated, organized, and have a positive attitude.
Possess great understanding of dental/orthodontic terminology.
Have excellent communication and written skills.
Have excellent public relations skills.
Work well with patients and team.
Be experienced in delivering high-level customer service.
Committed to the position arriving on time daily and staying late as needed.
Excellent computer skills including Microsoft Word, Excel, Teams, Canva and Outlook.

Nice To Haves

Loves kids.
Loves orthodontics.
Outgoing individual who gets along well with others.
Can multitask.

Responsibilities

Assist to ensure the smooth and successful appointments of all new patients.
Be responsible for contracts signed by responsible party prior to or on banding day.
Assist to produce performance and quality standards within the Treatment Coordinator room, delivered through customer service skills and attention to detail.
Maintain all treatment coordinator records and reports, and communicate them to the Practice Manager.
Set up treatment rooms for all new patient exams.
Welcome new patients/parents promptly with a warm smile.
Ensure new patient experience is enjoyable every single time.
Check all new patient charts to ensure info was correctly entered upon scheduling.
Ensure new patient paperwork is completed and map in fields from the online questionnaire into the chart.
Ensure process is compliant with HIPPA laws.
Complete New Patient X-rays and photographs for appointment.
Give accurate and correct pricing based on treatment plan recommendations, including expected insurance amount if previously verified.
Work numbers for new patients and set up comfortable monthly payments that align with office guidelines.
Keep records of all contracts, fees, referral, and other important information.
Help to fill the schedule when needed by communicating with the Front Desk Coordinators.
Ensure accurate charting and insurance information has been entered correctly and submit insurance once contract is signed.
Collect new insurance information by obtaining a copy of the front and back of the insurance card and a completed half sheet.
Sign contract with patient or parent before, but no later than, the banding date.
Answer any questions patient might have regarding treatment.
Work with Practice Manager to ensure all contracts and documents are up to date, gather needed information, and update as changes take place.
Attend all staff meetings, front office meetings, and daily huddles.
Represent the practice in a positive way inside and outside of the office.
Help with all marketing needs - social media, marketing events, marketing supplies etc.