JOB TITLE: Treatment Coordinator
SUMMARY: Oversite of assigned Treatment Coordination team and efforts. Effectively translate, to potential patients, the value of a treatment plan and financial commitment in a professional, private and compassionate manner that results in agreement.
DUTIES AND RESPONSIBILITIES:
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Assist with patient check-in, reviewing account balances, scheduling appointments and all other front office tasks.
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Point of escalation for team and patients for guidance in troubleshooting issues and resolutions.
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Conduct initial needs assessment with the patient and educate on first exam.
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Present exam results, treatment recommendations, benefits, risks and alternatives to plan with patient.
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Review the financial breakdown to the patient of the treatment fees, insurance benefits, other financial options, and the office collection policies.
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Serve as the front desk backup when necessary (due to team members’ PTO or busy clinic flow)
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Receive completed contract from patient and schedule treatment appointments.
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Update patient records as necessary.
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Follow-up with Patient Services and patients for receipt of new patient packets, any cancelled appointments, and insurance benefit issues.
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Create and present reports as requested by manager.
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Help maintain the cleanliness of all areas of the office.
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Continuously educate self on new procedures to educate patients successfully during consultations.
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Performs other related duties as assigned by management.
SUPERVISORY RESPONSIBILITIES:
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This position has no supervisory responsibilities.
QUALIFICATIONS:
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High school diploma or general education degree (GED).
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At least 4 years in treatment /financial coordinating.
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2-3 years clinical experience in dental or orthopedic practice preferred.
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Computer skills preferred: Dolphin, OrthoFi, Microsoft Dynamics CRM; Microsoft Outlook & Excel.
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Bilingual in English and Spanish (preferred but not required)
