Treatment Insurance Coordinator

Dental Care Alliance•Delray Beach, FL

59d

About The Position

We are seeking an experienced Treatment Insurance Coordinator to oversee all financial interactions with our patients. This role is vital to ensuring transparency, trust, and efficiency in the treatment planning and payment process. Our doctors and patients expect an important level of professionalism, accuracy, and follow-through. You must be able to confidently present complex treatment plans, explain insurance benefits clearly, and maintain airtight financial documentation, all while creating five-star experience for our patients.

Requirements

5+ years of experience in dental treatment planning, insurance verification, or patient financial coordination
Proficiency in Dentrix, insurance portals, and digital patient records
Strong understanding of CDT codes, PPO breakdowns, and dental terminology
Exceptional communication and critical thinking skills
Meticulous and deadline driven.
High school diploma or equivalent (required)
Minimum of 2 years of front office experience, preferably in a dental setting and dental software
Proficiency in Microsoft Office Suite
Experience working with various dental insurance plans, couples with strong communication skills.

Nice To Haves

Experience in a multi-specialty or concierge dental practice
Background working with complex cosmetic or full-mouth reconstruction cases.
Familiarity with flexible payment solutions or financing platforms

Responsibilities

Present treatment plans with confidence, empathy, and transparency
Translate complex insurance benefits into plain language.
Submit pre-authorizations and predeterminations promptly and accurately.
Set clear financial expectations upfront.
Build trust during financial discussions.
Document all financial conversations in the patient record.
Monitor active cases to ensure treatment is progressing toward completion.
Follow up on unscheduled treatments, track remaining benefits, and re-engage patients.
Coordinate seamlessly with the scheduling coordinator and billing team to maintain alignment on patient care and revenue flow.
Ensure accurate posting of procedures in Dentrix based on completed treatment.
Assist with correct coding and benefit application.
Maintain meticulous financial notes and backup documentation for each patient.
Communicate with external billing teams as needed to resolve inquiries and disputes.
Deliver a calm, confident approach to financial conversations.
Help patients understand the value of treatment, not just the cost.
Maintain professionalism, confidentiality, and empathy in all patient interactions.
Educate, consult, and present patient treatment plans in clear and supportive manner
Schedule and confirm patient appointments
Verify and process insurance for clinical appointments
Maintain accurate and up-to-date patient records and information using dental software
Collect and process payments for services rendered
Manage doctors and hygiene schedules as needed
Support marketing and promotional efforts to drive patient engagement and growth