POSITION SUMMARY
The Treatment Coordinator’s main job responsibility is to clearly explain treatment options and related costs. The Treatment Coordinator is a liaison between the doctor and the patient and assists in the gathering of information in the new patient experience, as well as coordinating a treatment plan with the doctor and presenting it to the patient. They are knowledgeable about the treatment and timelines, and they are prepared to negotiate financial arrangements with the clients. The Treatment Coordinator provides a calm and warm environment for patients who are otherwise anxious and concerned about how to afford orthodontics. They also coordinate, as needed, with other offices who share in the care of patients, making sure referrals and correspondence are received and followed up on.
The Treatment Coordinator will also be responsible for insurance knowledge, submitting claims, answering insurance questions, and filing pre authorizations as needed. They must be able to communicate well. In fact, the Treatment Coordinator must be the best communicator in the practice. The number one responsibility of all employees is patient care and meeting patient needs. This guide outlines responsibilities that must be accomplished daily, weekly and monthly. Additional responsibilities may be required, as needed.
KNOWLEDGE, SKILLS, AND ABILITIES
- In-depth knowledge of orthodontics and ability to describe procedures in simple language
- Superb communication skills
- Familiarity with computer systems
- Customer service skills
- Self-directed
- Excellent telephone skills
- Influencing/negotiation skills
- Organizational skills
- Familiarity with ADA codes
- Creative problem-solving skills
- Keen understanding of scheduling and financial systems
- Ability to function within a team environment as a supportive and positive contributor
- Ability to work independently
- Bilingual
RESPONSIBILITIES
Job Specific
- Be present during new patient exams to understand patient treatment needs.
- Ensure patients understand their treatment plan.
- Handle objections to proposed treatment.
- Present case fees and financial options to patients to facilitate the decision to say “yes.”
- Present the treatment plan and consent.
- Educate patients, as necessary, regarding their orthodontic benefits.
- Determine orthodontic benefit eligibility, limitations, and payment estimates necessary to facilitate financial arrangements.
- Ensure patients are up-to-date on their financial obligations.
Practice Management
- Maintain the consultation room in a neat, orderly, and welcoming manner.
- Assist in maintaining and developing systems such as checklists to verify workflow and streamline patient care.
- Ask satisfied patients for a referral/online testimonial.
- Write or call patients that made a special impact on the office thanking them for being a patient.
- Complete Daily checklist for your role each day.
- Complete all assigned tasks in OrthoFi.
Teamwork/Cross-Training
- All front office team members need to look for projects to stay busy during slow periods.
- Proactively communicate with the back office so they know any changes in the patient’s financial status or treatment.
- Participate in huddles by providing vital information for customer service and case acceptance.
- Be prepared for the morning huddle by reviewing the day’s patients with outstanding treatment needs and presenting to the team.
- Fully utilize administrative time to prepare for the next day.
- Embody the practice mission statement and core values in all actions and decisions.
- Assist in maintaining the reception area and front office in a neat, orderly, and welcoming condition.
LEADERSHIP/SELF-DIRECTION RESPONSIBILITY
It is expected that the Treatment Coordinator will perform any function asked of them knowing that they will never be asked to do anything that is illegal, immoral, or unethical. We stand by the vision of the organization to provide a unique, superior treatment with state-of-the-art technology, while maintaining the highest ethical standards. We judge our success not only by the beautiful smiles we create, but through the number of smiles we bring our patients throughout their experience at Richter Orthodontics.
Job Type: Full-time
Pay: $18.00 - $25.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Continuing education credits
- Employee discount
- Health insurance
- Paid sick time
- Paid time off
- Paid training
Experience:
- Customer service: 1 year (Preferred)
Work Location: In person
