Treatment Coordinator - Orthodontics

Choice Healthcare Services•Stockton, CA

5d•$17 - $21

About The Position

The Treatment Coordinator is responsible for providing an ideal new-patient experience and following up on the doctor’s assessment. The role spends time with patients and parents answering questions about treatment, options, and fees, and ensures they leave well informed. The coordinator discusses the dentist’s diagnosed treatment plan, explains office policies and procedures, prepares and reviews financial arrangements and contracts, and supports patients through treatment acceptance and follow-up. The position also supports office operations, including appointment confirmations, scheduling, patient correspondence, and front-desk phone coverage. CHOICE Healthcare Services’ mission is to provide everyone access to the healthcare they need. It is the largest provider of pediatric dental care in the Southwest United States and focuses on delivering high-quality care to children in the communities it serves. The position pays $16.54–$21.49 per hour based on experience and is eligible for monthly bonuses.

Requirements

High school diploma or equivalent.

Nice To Haves

At least one year of dental or orthodontic treatment-planning experience.
At least six months of sales experience.
Bilingual in Spanish.

Responsibilities

Personally confirm all examination, observation, and recall patients.
Reduce no-shows by confirming appointments two nights in advance and continually monitoring and moving new-patient appointments to maintain a full, productive exam schedule.
Remind patients during confirmation calls to complete paperwork so they can be seen in a timely manner.
Welcome patients and parents, help them feel at ease, introduce them to the office, and provide an office tour.
Support the office, doctor, and team members.
Discuss treatment plans with patients and parents after the dentist has diagnosed and reviewed the treatment.
Document diagnostic findings, detailed treatment recommendations, and other pertinent information discussed during the initial consultation.
Explain office policies and procedures.
Schedule contracts, records, and follow-up appointments in the Practice Management System.
Maintain and use the recall system.
Maintain a monthly start-conversion goal of 65%.
Enter, print, and mail letters to patients and doctors.
Prepare and print new-patient exam letters to doctors and extraction or prescription letters for doctors to review and sign.
Follow up with exam patients and use a tracking spreadsheet to document at least three post-exam contacts with pending patients, with additional contacts for strong pending patients.
Remind doctors about letters, X-ray readings, emails to referring doctors, and other items needed to complete the new-patient exam process and enroll patients in treatment.
Back up the front desk as the third person on phones.
Prepare contracts, discuss financial arrangements, and obtain the responsible party’s signature.
Explain risks and limitations and obtain the patient’s signature.
Enter treatment plans into the chart or computer.
Maintain a clean and neat work area.
Discuss dental benefits when applicable.
Send pre-estimates and follow up with patients.
Educate patients about veneers, implants, crowns, bridges, orthodontics, periodontics, and other dentist-diagnosed treatments.
Use office technology, including digital photos and intraoral camera photos, to educate patients and discuss treatment.
Handle difficult patients and make public-relations calls to patients.
Monitor treatment plans and case acceptance.