Treatment Coordinator

Position Overview
We are seeking a high-energy, goal-oriented Orthodontic Treatment Coordinator (TC) with excellent sales and relationship-building skills. As the face of our practice during the consultation phase, you will bridge the gap between clinical recommendations and a patient's financial commitment.

Your primary metric for success will be the practice's case conversion rate. This is a consultative sales position; your job is to convey the value of a confident smile, handle financial objections with empathy, and guide families to say "yes" to treatment without relying on high-pressure tactics.

Key Responsibilities

• Drive Case Conversions: Guide prospective patients and parents through the consultation process, turning initial exams into scheduled "treatment starts".
• Present Treatment Plans: Confidently and enthusiastically explain the recommended treatment plans, timelines, and expected outcomes using simple, accessible language.
• Financial & Insurance Arrangements: Present customized payment options, discuss financing plans, and review insurance benefits with families.
• Overcome Objections: Use strong consultative sales skills to navigate patient hesitation regarding cost, time, or anxiety. Deliver compassionate solutions to common objections like "I need to think about it".
• Pipeline Management & Follow-Up: Actively track and follow up with a pipeline of pending or undecided patients via phone, text, and email to answer lingering questions and encourage commitment.
• Track Growth Metrics: Monitor key performance indicators (KPIs) including case acceptance rates, pending starts, and production targets, and report insights to leadership.

Dr. Todd Connell has been a part of the orthodontic community for over 25 years. In addition to treating patients at his practice, he also serves as an associate professor at Marquette Dental School. Dr. Connell puts patient care above all, even sharing his personal phone number in case of emergency. He knows and cares about each patient, which has grown the practice from treating individuals to treating generations. He cultivates a team that has open communication, and values each individual and what they bring. He also fosters a fun workplace and innovative ideas from the team. Connell Orthodontics usually has about 10 people on staff, 4 admin and 6 clinic. We work 9 hours shifts Monday through Thursday, and are closed nights, weekends, and holidays.