Summary of Position: 

The Treatment Coordinator is a pivotal role to Orthodontic Partners and serves as a primary point of contact for potential customers.  This role will focus on customer development and ensuring excellent customer service to promote the business and retention.  This role will provide a wealth of knowledge of treatment plans and best practices. 

Essential Job Function: 

  • Obtaining high treatment acceptance by explaining cost of treatment, insurance coverage, and finance options. 
  • Solicit referrals from patients post-treatment while at the same time tracking satisfaction with work provided. 
  • Contact patients/guarantors the day prior or the day of the appointment regarding fees due and to confirm the appointment. 
  • Communicate to office management if schedules are not filled for consults. 
  • Presenting treatment plans and giving estimates of treatment costs in an effective manner. 
  • Educating and discussing the Orthodontist's treatment plan after diagnosed and reviewed by the clinical staff with the patient. 
  • Ensure patients are cleared for treatment including all cleanings and restorations are validated before beginning treatment. 
  • Promoting and upholding the values of Orthodontic Partners in all aspects of the job. 
  • Exhibit excellent customer service and communicate with potential customers in a friendly and efficient manner. 
  • Ensure patients are cleared for treatment including all cleanings and restorations are validated before beginning treatment. 
  • Ensure patients are compliant with appointments, financial obligations, send the appropriate communication leading up to or including termination from treatment. 
  • Drive results and strive to consistently achieve results and goals set forth by management. 
  • Other duties as required. 

Core Competencies: 

  • Being Resilient - Rebounding from setbacks and adversity when facing difficult situations. 
  • Situational Adaptability - Adapting approach and demeanor in real time to match the shifting demands of different situations. 
  • Communicating Effectively - Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences 
  • Customer Focus - Building strong customer relationships and delivering customer-centric solutions. 
  • Drives Results - Consistently achieving results, even under tough circumstances 
  • Instills Trust - Gaining the confidence and trust of others through honesty, integrity, and authenticity. 
  • Interpersonal Savvy - Relating openly and comfortably with diverse groups of people. 
  • Persuading - Using compelling arguments to gain the support and commitment of others. 

Knowledge, Skills and Abilities: 

  • High level knowledge of Orthodontics and associated treatment planning. 
  • Action-oriented and taking initiative, being adaptive and flexible in a changing environment. 
  • Understand and can effectively communicate techniques utilized in the Orthodontic field. 
  • Have a detailed knowledge of dental insurances, service limits, and financing options. 
  • Customer service or sales experience, along with dental knowledge preferred. 
  • Have excellent written and oral communication skills. 
  • Compassion and high level of service for our patients, parents, and staff. 
  • Integrity, always doing the right thing. 
  • Dependable, reliable to be at work when scheduled. 
  • Attention to detail. 
  • Able to organize work, engage in a variety of tasks simultaneously and consistently meet deadlines. 
  • Professional manner and appearance at all times. 
  • Computer skills: Microsoft office and Web Browser. 
  • Telephone skills: Proper telephone etiquette and information gathering skills. 

Education and Experience 

  • High School Diploma, GED or equivalent Required 
  • 1-3 Years Relative Experience 


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